What’s New in the Financial Services Industry?

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What’s New in the Financial Services Industry?

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What’s New in the Financial Services Industry?

Financing your investment deals

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Presentation transcript:

What’s New in the Financial Services Industry? Change is a word being attached to many industries, but no more so than the Financial Services Industry. Below are a few of the trends that define our new industry. Repeal of 1933 Glass Steagall Act Internet Mania Consolidation

What is my Primary Function as a Financial Services Representative? Building a Clientele

The Products & Services You Will Offer... As a financial services representative you will be able to offer a wide array of financial products & services. Advisory Programs Mutual Fund Wrap Programs Institutional Money Management Individual Asset Management Fee Based Financial & Estate Plans Retirement Planning Investments IRA' S 401(K) Plans, etc. Annuities Business Planning Qualified Retirement Plans Executive Compensation Plans -Continued-

The Products & Services You Will Offer... Investments Publicly Traded Stocks & Bonds Mutual Funds REIT’s Etc. Protection Multiple Life Insurance Products Long-Term Care Insurance Disability Income Insurance

The Support Your Company Should Provide... As a member of any effective financial services team, you should benefit from the training you need to build your practice and grow professionally. Knowledge Career Track Training Module Satellite Training Broadcasts Web Based Virtual University Company Home Office Development Programs Industry Certification - such as CFP, ChFC. Marketing Support Profitable & Targeted Market Place Proven Market Penetration Strategies Marketing Support Programs Conventions -Continued-

The Support Your Company Should Provide... Independence Multiple Product Vendors Office Site Flexibility Flexible Hours Commensurate with Success Unlimited Compensation New Representative Training Allowance Competitive First Year Commissions & Renewals Fees on Assets Under Management Financial Planning Fees Benefits Such As Group Health Insurance, 401(K) Plan, Pension Plan Etc.

What Are Financial Services Companies Looking For? Demonstrated Financial Responsibility Campus & Organization Involvement Possess an Entrepreneurial Desire & Strong Work Ethic Exceptional Communication & Relationship Builder Strong Interest in Sales Related Career

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