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Building Your Fee-Based Business


During the past decade, advisory services were the fastest growing segment of the industry—bank and credit union programs who have successfully tapped into this growth have added significantly to their bottom lines. In this white paper, you’ll learn:

  • The most successful way of using the compensation grid structure to encourage financial professionals to do more advisory business
  • How some banks and credit unions have transitioned their investment program to a fee model that comprises more than 30 percent of their business
  • The optimal mix of transaction to fee-based business for peak investment and insurance sales