Making Wealth Management Core to Your Community Bank - a podcast by American Bankers Association

How can community banks make wealth management a profitable part of their strategy? At Canandaigua National Bank and Trust in New York, 45% of the bank’s non-interest income—and 15% of the bank’s total revenue—comes from wealth management, says EVP Sam Guerreri. He explains the bank’s strategy for wealth management by embedding it with the core banking business with a focus on holistic financial planning.

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