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Friday,  October 5, 2018

MANAGING DIRECTOR:
Scott Carrithers
 
PORTFOLIO SALES AND SERVICE:
Steve Panknin • George Morris • Jeff Goble • Chris Thompson • Sean Doherty
Kevin Doyle • Lonnie Harris •  Mark Tranckino • Robert Schuyler • Tom Toburen • Josh Kiefer
 Nicole Burczyk • Kelley Frye • Natalie Regan • Aaron Stoffer • Chuck Honeywell • Gus Koppen

US Treasury Market
Date 1 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 20 yr 30 yr
9/28/18 2.12 2.19 2.36 2.59 2.81 2.88 2.94 3.01 3.05 3.13 3.19
10/1/18 2.13 2.23 2.40 2.60 2.82 2.90 2.96 3.04 3.09 3.18 3.24
10/2/18 2.14 2.23 2.41 2.61 2.82 2.88 2.94 3.01 3.05 3.14 3.20
10/3/18 2.15 2.23 2.41 2.62 2.85 2.94 3.02 3.10 3.15 3.24 3.30
10/4/18 2.16 2.22 2.42 2.63 2.87 2.97 3.05 3.14 3.19 3.29 3.35
                                                                                                                                             Source: U.S. Department of the Treasury, as of 10/04/2018

Bring a Fee Income Idea to Your Strategic Planning Session

Building non-interest income is a process.  That is why I created the Fee Income Multiplier process.  A process designed to identify opportunities and define how to achieve the potential.

The fall season is a great time to start this process.  Imagine entering your strategic planning meeting with specific ideas and a plan outline on how to achieve success.

There is no cost or obligation only the likelihood of a clear picture of where to prioritize to increase non interest fee income

  • Improve cross selling and referrals
  • Fee income through a new checking account strategy
  • Insurance as a source of service and fee income



This information is intended for institutional investors only. The material provided in this document/presentation is for informational purposes only and is intended solely for private use. Past performance is not indicative of future results. This material is not intended as an offer or solicitation for the purchase or sale of any financial instruments.

•Not FDIC Insured •No Bank Guarantee •May Lose Value