Bank Advisor

Published every two months

Issues per year: 6

BANK ADVISOR MAGAZINE provides marketing, sales and customer-centric practices for all advisors and managers selling in the bank channel. The editorial coverage includes a strategic mix of marketing, sales and customer/client management techniques that creates a dialogue between the teams within the silos in banking organizations. The content offers peer-to-peer, tactical information that advisors and their managers can use immediately.

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Business / Industry
First Name
Last Name
Job Title
Company Name
Department / Mail Stop
Street Address
City
Country	Available to United States residents only
State / Province / District
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Business Telephone	ext
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QUALIFICATION FORM

Incomplete forms will not be processed. A complimentary subscription to Bank Advisor will be sent to those applicants who qualify. The publisher reserves the right to limit the number of subscriptions accepted.

1.	I wish to receive Bank Advisor magazine FREE of charge.

Yes!

NOTE: In order to be considered for a subscription to Bank Advisor, you MUST select Yes above. If you do not select Yes, you will not receive a complimentary subscription to Bank Advisor.

2.	Do you recommend, advise, or approve sales of consumer insurance and/or financial products in the bank channel?

Yes

3.	Which of the following best describes your job function?

Sales Representative (Dedicated Investment Rep, Financial/Investment Advisor/Consultant, Platform Rep, Insurance Agent/Specialist, Licensed Bank Employee or other sales titles)

Sales Management

Wealth Management (Trust or Private Bank Manager/Director)

Program Management (Insurance/Investment/Platform Manager/Director)

Senior Management (Pres, CEO, VP, COO, CMO, CFO, Insurance Agency Pres)

Other (specify)

4.	What is your annual income?

5.	Please indicate which of the following you authorize and/or influence the purchase of: (check all that apply)

6.	What is the approximate total value of your combined clients' accounts?

7.	Which of the following licenses/designations do you currently hold: (check all that apply)

Series 6 or 7

Series 63

Series 24

Series 65 or 66

CFP

RIA/IAR

ChFC or CLU

Life/Health license

None of the Above

8.	We require a unique identifying piece of information in order to verify this request is valid. What color are your eyes?

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