Wealth Management as a Source of Non-Interest Income for Banks | BankTalk Episode 107
Description
With $84.4 trillion in assets expected to pass from baby boomers to younger generations over the next two decades, community FIs face a unique opportunity and a challenge in supporting new business owners. Join Anne Schutt, VP of Business Development at Midwestern Securities, as we discuss the importance of building long-lasting, “sticky” relationships with customers through Wealth Management services. With the ‘Great Wealth Transfer’ looming, Wealth Management provides banks with an important alternate avenue to build non-interest income.
Presented by Remedy Consulting
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