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| Preface | ||
| 1 | Why Sell Alternative Investment Products? | 1 |
| 2 | Senior Management Support | 17 |
| 3 | Basic Definitions | 27 |
| 4 | What Are Alternative Investment Products? | 37 |
| 5 | Choosing the Right Program Structure | 69 |
| 6 | Choosing a Third-Party Provider | 93 |
| 7 | Selling in a Bank | 131 |
| 8 | Who Is the Customer? | 149 |
| 9 | Marketing | 163 |
| 10 | Referral Systems | 175 |
| 11 | Due Diligence | 195 |
| 12 | Regulation | 217 |
| 13 | Compliance | 237 |
| 14 | Recruiting and Compensating Reps | 273 |
| 15 | The Future of Retail Banking | 297 |
| Index | 307 | |
| About the Authors | 327 |
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Monty Brigham
reviewed Reinventing the Retail Bank: Cross-Marketing Investment Products to Create the Full-Service Financial Center on December 24, 2019
Reinventing the Retail Bank
Got this older edition from the library by mistake, then decided to read it anyway.
A lot of the book is devoted to the psychological reasons many people hold stocks too long.
The problem with this book is that it preaches to the choir.
I got the book because I was already convinced that "buy-and-hold" is not always good advice, and I wanted to know more about how to sell advantageously. So reading all about the rationalizations other people apply to their laziness in hanging on to stocks even after it becomes clear the stocks have become losers was not so useful to me.
There was some advice about reasons to sell, but not as much as I had hoped.
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