Podcast Center
Welcome to the Credit Union Times Podcast Center, featuring ongoing discussions and professional insights on the latest trends impacting the industry.
October 13, 2020
How Trust Companies and Attorneys Forge Relationships to Better Serve ClientsTrust administration is a detail-oriented and time-consuming task, yet many clients decide to let their "eldest child handle it" or decide that "since my brother is a CPA, he can do it." The challenge is that the client is asking a loved one to take on a major burden during an emotionally difficult time. LISTEN NOW.
September 09, 2020
How Investment Management Services Are Helping Financial Advisors DifferentiateWe recently brought together Sheldon Reynolds, Vice President of Trusts & Investments at Members Trust Company, and Julie Bates, Managing Director of Delta Community Retirement & Investment Services, to explain how credit union financial advisors can adapt. LISTEN NOW.
August 27, 2020
Preparing for the Big Wealth Transfer with a Trust Services ProgramOver the next several decades, the biggest and wealthiest generation in U.S. history will transfer $30 trillion in assets to their children. The problem is that 60% of American adults don't have an estate plan. LISTEN NOW.
August 11, 2020
How Credit Unions Are Using Employee Benefit Funding Trusts (EBFTs) to Offset Rising CostsCredit unions are firmly invested in their employees' health — not only their physical health but their emotional health as well. They want innovative solutions to help people stay healthy and feel supported in the workplace. LISTEN NOW.
May 13, 2020
Excerpts from Mergers, Acquisitions, Conversions… Oh, My! Ensure Your Next Change Event Has a Happy Ending for You and Your MembersHighlights from the April 14 webcast "Mergers, Acquisitions, Conversions… Oh, My! Ensure Your Next Change Event Has a Happy Ending for You and Your Members"
September 17, 2019
Excerpts from 3 Steps to People-Centricity: How Your CU Can Deeply Engage with Members, Potential Members, and EmployeesThis episode features highlights from the recent webcast "3 Steps to People-Centricity: How Your CU Can Deeply Engage with Members, Potential Members, and Employees."
September 16, 2019
Excerpts from "Turn Data Into Action: Elevating the Digital Advisor-Client Experience"In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we'll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience.
July 30, 2019
Excerpts from webcast: Mortgage Lending: 2019 Trends, Analysis, and How to Prepare.This episode of the Expert Perspectives podcast, hosted on Credit Union Times, with highlights from the recent webcast "Mortgage Lending: 2019 Trends, Analysis, and How to Prepare."
January 15, 2019
Excerpts From Webcast: Amazon Banking – Is Your CU Ready?Is Amazon coming for the banking sector, and if so, what can credit unions do?