Bankers’ Wealth Management is a dedicated team of professionals focused on growing your community bank’s investment services program through a professional partnership.
We understand that each Financial Institution, wealth management program and financial advisor have unique goals/styles and practices. Utilizing a customized approach for each program we provide transition assistance, onboarding, recruiting, compliance, training and development, insurance, retirement plan and marketing support.
Bankers’ Wealth Management provides our programs and advisors with the infrastructure, support and resources necessary to allow a focus on your core competency – taking care of your clients.
Bankers’ Financial Services Network (BFSN)
Your investment program is unique and complex, and your resources should match it. The extensive business analysis, decisive recommendations, and support from LPL Financial (LPL) are completely customizable to your program. Bankers’ Financial Services Network has over 28 years of service to the bank financial services market, focused exclusively on the success of Community Banks. BFSN can provide onsite growth planning, marketing, training, recruiting, compliance support and more to your wealth management program.
Bankers’ Wealth Partner Strategies (BWPS)
Bankers’ Wealth Partner Strategies (BWPS) is a wealth management program that embraces the financial planning process to help your community bank pursue their goals. BWPS offers a wealth management solution to strengthen customer relationships and retention, while maintaining preservation and growth of bank deposits.
Bankers’ Retirement Partners (BRP)
The core of Bankers’ Retirement Partners (BRP), as with all our solutions, is to aid our partners in deepening client relationships. Through our 401(k) retirement partnership, we are able to cultivate retirement plan business for outside opportunities and drive them to our partner banks, creating an ensemble between internal departments. Our main goal is to successfully increase both additional interest and non-interest income to our partners via retail banking, commercial banking, mortgage banking, wealth management, insurance and more.
Digital Wealth Solutions
Powered by Nest Egg
Bankers’ Digital Wealth solutions powered by Nest Egg is a wealth management platform for our bank partners designed to provide your customers a convenient, consistent and comprehensive experience for conducting their digital financial planning and receiving investment advice. Through Nest Egg, planning and investment advice is delivered digitally through professional financial advisers, “on-demand” via your bank website and home banking app. You’ll receive hands-on program support with training, implementation, and marketing assistance.
Bankers’ Bank Insurance Group (BBIG)
Bankers’ Bank Insurance Group (BBIG) provides additional resources for wealth management advisors looking at insurance-based strategies for clients. We partner with Broker General Agencies (BGA) to provide access to carriers and products through the BBIG portal. Insurance as a risk mitigation tool will continue to be a component of many clients’ financial plans. Let us assist you with additional tools available through BBIG.
Banker’s Bank Insurance Group is not affiliated with LPL.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bankers’ Bank, Bankers’ Wealth Management (BWM), Bankers’ Financial Services Network (BFSN), Bankers’ Wealth Partner Strategies (BWPS) and Bankers’ Retirement Partners (BRP) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BWM, BFSN, BWPS and BRP and may also be employees of Bankers’ Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bankers’ Bank, BWM, BFSN, BWPS or BRP. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed|
|Not Bank Deposits or Obligations||May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
NEWS AND EVENTS
Bankers’ Wealth Management announces solution to provide community banks retirement plan services
Bankers’ Wealth Management introduces a new solution, Bankers’ Retirement Partners, to help community banks better recruit, retain and retire talent.