The Investor Group at TheBANK
Sparking Discussion in Local Communities
When the Dodd-Frank Wall Street Reform and Consumer Protection
Act was signed into law, Brad Sharpe, Vice President of Investments
with The Investor Group at TheBANK, printed out every page of the
"I thought it might come in handy to have a copy of it," said
For months, Sharpe lugged the hefty document to
question-and-answer sessions with community groups, where
inevitably he'd field question after question regarding the state
of the economy from locals who wondered what they should and
shouldn't do as an investor.
"It was a good resource to have when the questions started," he
Sharpe and others at The Investor Group and TheBANK of
Edwardsville, meanwhile, have become good resources for local
groups that want to spark discussions with their members on
anything from finances to tips and trends in the ever-changing
world of technology.
"I do four or five - and sometimes more - of them a year,"
Sharpe said of the group sessions. "For me, it's a chance to get
out in the community and let people know about The Investor Group
at TheBANK while at the same time, hopefully, giving the groups
some thought-provoking information to discuss. Obviously, there's
been plenty of fodder for discussion in the financial world the
past few years, and we've received a lot of positive feedback from
In his latest session on Nov. 16, Sharpe went over the topic of
referrals with nearly 40 members of the Alton Growth Association at
a luncheon at Julia's Banquet Center in East Alton. He went over
the process of both getting and giving referrals while also delving
into the role of social media in today's business world.
Like all of his sessions, the discussion with the Alton Growth
Association was apolitical and informal in nature. Also like
always, Sharpe steered clear of giving any financial
"I don't tell people what to do and I don't make predictions. I
let people know what the general consensus is, then let them form
their own opinions on whatever subject we're discussing," he
"A lot of times I get the questions: 'What do you recommend and
what do you invest in?' But I have a standard answer for that. I
tell them that if they attend an event and hear a speaker making a
financial recommendation, they should put their hand on their purse
or wallet and walk out of the room as quickly as possible. That's
because what we do has to be very specific to each individual's
needs. What makes sense for me won't necessarily make sense for
someone else. There are no one-size-fits-all ideas or plans in our
business, and people need to be careful when people make those
He said it's the same when you visit The Investor Group at
"If you come in and sit down with one of our investment
specialists, they'll never make a recommendation before getting to
know you and getting the background on your situation. Knee-jerk
reactions are almost always wrong," he said. "We have to know what
a client wants, what their threshold of risk is or isn't, and most
importantly, what they want long term. That's the business that
we're in. We're in it for the long haul."
To inquire about having a member of The Investor Group speak
with your group, please call 618-659-6242.
Brad Sharpe, Vice President of Investments with The Investor
Group at TheBANK, speaks to a group of members of the Alton Growth
Association on Nov. 16 at Julia's Banquet Center in East Alton.