2. 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

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

4. 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-

5. 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

6. 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-

7. 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.

8. 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

9. END OF SLIDE SHOW