Reaching Out

Ellis, Rebecca
September 2002
Advisor Today;Sep2002, Vol. 97 Issue 9, p90
Trade Publication
Discusses the initiatives of the National Association of Insurance and Financial Advisors in the United States. Relationships with the banking industry; Development of worksite marketing program for members.


Related Articles

  • DREAM ON.  // U.S. Banker;Dec2000, Vol. 110 Issue 12, p14 

    Focuses on the marketing strategy used by PriceWaterhouseCoopers Inc., a consultancy firm, to entice banks in the United States. Use of lure and implied threat; Result of rushing into profitable markets; Outlook for the asset management field.

  • The Top 50 Bank Reps. Conrad, Lee // Bank Investment Consultant;Dec2011, Vol. 19 Issue 12, p18 

    An introduction is presented on the profiles of the top 50 bank representatives in 2011 in the U.S. including Matt Fryar and William Oliver of Wells Fargo & Co.

  • Bye-bye, sales; hello, consulting. Agnello-Dean, Leslie // ABA Banking Journal;Apr90, Vol. 82 Issue 4, p107 

    Presents lists of required skills for bank consultants-advisors in the U.S. Discreet interrogation; Strategic thinking; Product knowledge.

  • Extending a Hand to Banks. Ellis, Rebecca // Advisor Today;Mar2002, Vol. 97 Issue 3, p76 

    Reports on the plan of the National Association of Insurance and Financial Advisors to extend membership to banks in the U.S. Reasons behind the move; Information on a series of quick-start seminars for national and community bank representatives launched by the organization.

  • Debit Rewards Cards Stall As Wider Use Is Forecast. Berney, Louis // American Banker;3/27/2007, Vol. 172 Issue 59, p7 

    The article discusses a survey done by Dove Consulting Inc., a division of Hitachi Consulting says while several large debit card issuers offer rewards-programs, the growth seems to have tapered off temporarily. The survey also showed that in the coming years, some of those companies currently...

  • Financial services must vie on an 'intelligent' level.  // Marketing News;5/22/89, Vol. 23 Issue 11, p40 

    The article reports on Bank of America vice chairman Richard Rosenberg's statement that financial marketers must focus on intelligent competition and long-range planning because of increasing competition within the banking industry. Rosenberg said that financial institutions and marketers should...

  • TPM REPORT CARD. Stock, Howard J. // Bank Investment Consultant;Feb2007, Vol. 15 Issue 2, p12 

    The article reports that third-party marketers (TPMs) are rated B in the Banker's Report Card on Third-Party Marketing Companies in the U.S. The grade B signifies that TPMs operate in such a competitive industry, that they are all forced to meet extremely high standards. The American Brokerage...

  • IFMG Is Top Third-Party Marketer in ABA Rankings. Hintze, John // Bank Investment Consultant;Sep2004, Vol. 12 Issue 9, p11 

    The article reports that third-party marketers (TPMs) are largely satisfying their bank clients in terms of providing products to sell, but they fall short in the marketing support needed to sell those products The survey of 282 banks by the American Bankers Association, which was conducted by...

  • Why bands still flunk at sales.  // ABA Banking Journal;Apr89, Vol. 81 Issue 4, p86 

    Reports on the main cause for bank flops in developing effective selling in the U.S. Lack of commitment from the bank management and staff; Priorities for increasing sales effectiveness; List of sales problems.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics