Financial Institutions Newsletter FI-News-2018-Q4 - Page 8

ADVISOR SPOTLIGHT Spotlight On: Brock Bolerjack First Bank Carmi, Illinois Tell us a little about the size and branches of your financial institution, and your investment program including number of advisors, business mix, number of clients and primary service offerings. Our primary office is located at one of nine branches in a $400 million bank that services Illinois and Indiana. There are four advisors in our practice and we work with approximately 1,200 households. Our top revenue business mix is about 30 percent advisory, 30 percent trail from mutual funds and annuities and 20 percent in fixed income and UITs. What is a typical day in the office like? Our typical day never seems to be the same. Being located within a bank provides a very high level of client foot traffic during the work day. While this can sometimes create challenges with controlling our office schedules, the ease of accessibility enhances our customer service by creating a very open-door environment for our clients. 7 Financial Institutions Newsletter | 4 th QUARTER 2018