Wealth Management – BFSN
Continually you reevaluate the services you offer to your customers, while they assess their relationship with your bank based on what is available to them and how it is delivered. If you feel compelled to expand on what you are offering, Bankers’ Financial Services Network (BFSN) and LPL Financial are here to help.
Efficient and effective bank retail investment programs strengthen client relationships, attract new business, and generate an important source of non-interest fee income. Your partnership with BFSN is based on a personalized collaboration that works on two important levels. First, it delivers consistent and meaningful support and dialog at the senior management level. Second, it provides an ongoing partnership with your financial advisor.
BFSN works only with banks and bank-based financial advisors. Our sole focus is to provide resources to support and grow your retail investment program. Our experience and success puts us in a unique position to deliver what you need to build client relationships.
- Staff recruiting and compensation plan design
- Broker supervision and training
- Marketing and business plan creation
- Compliance, audit, registration, and licensing
- Sales culture training
- Platform sales
- Complete back office support
- Creative marketing support
- Expert and unbiased consultation
For more information, contact your Correspondent Banker.
NOTE: All products and services represented on this page are not FDIC-insured, are not guaranteed by this financial institution, are not obligations of this financial institution, and involve risk including possible loss of principal.
Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by any Federal Government Agency
Bankers’ Bank is not a registered broker/dealer and is not affiliated with LPL Financial.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all investments and services mentioned are available in every state.