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Quelling Members' Fears Growing Part of Advisers' Role

LONGVIEW, Texas -- To break through the intimidation they may have felt at big-name investment firms, Paula McCauley at East Texas Professional Credit Union, has a four-prong approach.

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LONGVIEW, Texas — To break through the intimidation they may have felt at big-name investment firms, Paula McCauley at East Texas Professional Credit Union, has a four-prong approach.

Financial service representative McCauley said she listens to them explain their money goals, “[lets] them know I’m listening,” puts together an allocation model that fits with their situation and educates. The financial adviser has approximately 450 clients with roughly $40 million in assets under management.

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