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What’s New in the Financial Services Industry?

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.

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What’s New in the Financial Services Industry?

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  1. 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

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

  3. 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 -Continued-

  4. The Products & Services You Will Offer... • Business Planning • Qualified Retirement Plans • Executive Compensation Plans • Investments • Publicly Traded Stocks & Bonds • Mutual Funds • REIT’s Etc. • Protection • Multiple Life Insurance Products • Long-Term Care Insurance • Disability Income Insurance

  5. 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-

  6. 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.

  7. 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

  8. END

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