Human Capital Resources Releases Study on Wholesaling in the Bank Investment Program Channel

Human Capital Resource, Inc. a leading provider of recruiting, placement, consulting and training services to bank investment programs has completed a study of broker attitudes about the current state of investment product wholesaling and wholesaler skills. More than 450 bank investment representatives completed a survey providing insights and preferences of these brokers in banks across the country.

St. Petersburg, FL (PRWEB) February 22, 2004 --Human Capital Resources, Inc., a national firm specializing in recruiting, testing/evaluations and a wide range of consulting services has released a report on bank investment representative attitudes and perceptions of Wholesalers and Wholesaling in banks. Analyzing data from more than 450 completed surveys, bank investment representatives provided a snapshot" on the current state of investment product Wholesaling. Paul A. Werlin, President, Human Capital Resources, Inc. stated, This survey provides important insights into the needs and preferences of bank brokers. The answers they provide gives firms that support investment product sales in banks, mutual fund and insurance companies in particular, invaluable information about how to best support this critical distribution channel." Werlin continued, Increasing the value of this Report, exactly 2 years ago we conduced a similar Survey of bank investment representatives, so comparative trends can also be seen". The survey, distributed to brokers in banks as well responses form HCRs web-site, www.humancap.com asked 11 critical questions, several with multi-part sections, about Wholesalers and Wholesaling. The 10 page report provides brokers responses to questions such as How important is Wholesaling to you?" In what areas could Wholesaler skills improve?", and Has the negative publicity about the mutual fund industry materially impacted your business?" Mutual fund and insurance companies that distribute their products through banks can use the information in the Survey to better manage, train, and direct the activities of their Wholesalers. Theres no doubt that the data in our Survey can help these firms be more focused, more productive, and lead to more sales," Werlin concluded.

The Wholesaling in the Bank Investment Program Channel Report is available from Human Capital Resources for $199. HCR has been serving the recruiting, training, and consulting needs of the bank investment program marketplace for since 1995. HCRs clients include banks, mutual fund companies, insurance companies, third-party marketing firms, and securities broker/dealers.
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Human Capital Resources, Inc.
Paul A. Werlin
President
290 9th Street North
St. Petersburg, FL. 33705
www.humancap.com

Contacts: Paul A.Werlin,            
President,                      
Human Capital Resources, Inc.                  
voice 727-898-0212
fax 727-898-0314                
email: paulwerlin@humancap.com