Read The Bank Customer's Guide to Safe and Smart Investing

The Bank Customer's Guide to Safe and Smart Investing

Jeffrey H. Champlin

4.9/5 (24613 ratings)

Description:Designed as a tool for the bank investment sales representative to communicate with customers, The Bank Customer's Guide to Safe & Smart Investing is the perfect resource to help build and strengthen relationships with bank customers. This guide promotes the use of bank-based retail investment sales programs as well as builds the credibility of the trustworthy, knowledgeable, professional providers of investments and financial advice. It is designed for banks to educate customers on the basics of investing. This valuable guide offers bank customers: A step-by-step program to determine personal saving and investing needs; easy-to-understand descriptions of investment products, with emphasis on packaged products; help on how to use investments with the assistance, of their bank representative, and how and where to combine them with FDIC-insured bank accounts; basic investment strategies, such as asset allocation, and how to work with their investment representatve to structure their investment and savings portfolio.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with The Bank Customer's Guide to Safe and Smart Investing. To get started finding The Bank Customer's Guide to Safe and Smart Investing, you are right to find our website which has a comprehensive collection of manuals listed.
Our library is the biggest of these that have literally hundreds of thousands of different products represented.

Pages: 252

Format: PDF, EPUB & Kindle Edition

Publisher: Irwin Professional Publishing

Release: 1995

ISBN: 0786304030

Description: Designed as a tool for the bank investment sales representative to communicate with customers, The Bank Customer's Guide to Safe & Smart Investing is the perfect resource to help build and strengthen relationships with bank customers. This guide promotes the use of bank-based retail investment sales programs as well as builds the credibility of the trustworthy, knowledgeable, professional providers of investments and financial advice. It is designed for banks to educate customers on the basics of investing. This valuable guide offers bank customers: A step-by-step program to determine personal saving and investing needs; easy-to-understand descriptions of investment products, with emphasis on packaged products; help on how to use investments with the assistance, of their bank representative, and how and where to combine them with FDIC-insured bank accounts; basic investment strategies, such as asset allocation, and how to work with their investment representatve to structure their investment and savings portfolio.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with The Bank Customer's Guide to Safe and Smart Investing. To get started finding The Bank Customer's Guide to Safe and Smart Investing, you are right to find our website which has a comprehensive collection of manuals listed.
Our library is the biggest of these that have literally hundreds of thousands of different products represented.

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The Bank Customer's Guide to Safe and Smart Investing

The Bank Customer's Guide to Safe and Smart Investing

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