Most members don't trust financial advisers at their credit unions because they may not know they can get quality investment advice at their local cooperatives.
With a field of membership steeped deeply in the heart of Silicon Valley, Stanford Federal Credit Union knew that it was sitting on a bevy of untapped opportunities to provide more investment services.
Planning can actually be a lot of fun. Think about the last vacation or party you coordinated where everything went just right. Remember the feeling of accomplishment and pride you, the planner, had afterwards.