Why Should Wealth Management Be Core to Your Credit Union?
If your investment services program isn’t seeing optimal results, you may need to shift your focus.
A recent study shows credit unions that make wealth management a core offering – like deposits and lending – help more members, increase revenue and drive loyalty.1 And, in today's uncertain time, it's more important than ever for your members to have a plan in place to help secure a successful financial future.
Make Wealth Management Core
5 Reasons Why Your Wealth Management Services Aren’t Measuring Up
Building a Strong Advisor Lineup
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1Kehrer Bielan, Making Wealth Management Core in Credit Unions, February 2019