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Resources

• When Your Credit Union Advisor Clients are Working Against You

  From Cetera Financial Group

  Clients for credit union financial advisors can be irrational when it comes to investments. Here are six pitfalls that may be susceptible to, and steps you can take to help them out.

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• A New Age in Personal Financial Wellness for Your Members

  From MX Technologies

  Encourage your members to build financial strength with an effortless budgeting experience that encourages engagement, and promotes planning.

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• CECL Report: Where Credit Unions Are in Preparation

  From Abrigo

  Discover where fellow credit unions are in their CECL preparation, insights to help you benchmark your efforts, and the array of approaches other organizations are taking towards compliance.

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• Measuring the ROI on CU Advisor Designations

  From Cetera Financial Group

  Learn the importance of designations, certifications and professional development efforts for credit union wealth management advisors, and how they can lead to more business.

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• Accelerate Performance Improvement -- Best Practices in Budgeting and Planning

  From Kaufman Hall

  Build a better budget! Learn 6 best practices for leveraging the appropriate financial and operational data, processes and tools to improve planning, efficiency and accuracy to drive improved profitability.

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• How to Build Deposits with a Merchant Services Program

  From Elan Advisory Services

  Learn how your credit union can leverage a merchant services program to capture a new stream of deposits that, on average, carries 2x the balance of member checking accounts.

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• Prospecting Essentials to Boost Your Wealth Management Program

  From Cetera Financial Group

  Learn client/member acquisition strategies to increase the longevity and profitability of your credit union’s wealth management program.

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• 3 Steps to Improve Planning Accuracy for Credit Unions

  From Kaufman Hall

  Learn how to balance efficiency and accuracy better in the budgeting process, the benefits of cash flow planning, and the shortcomings of traditional approaches.

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• Avoiding FOMO: How CU Advisors can Turn Missed Opportunities into Maximized Possibilities

  From Cetera Financial Group

  This white paper outlines four services that clients of credit union advisors might be missing out on, how to can broach the need for these services with your clients, and tips to help you prospect new clients and gain greater wallet share of existing clients.

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• Mapping the Member Journey to Drive Growth & Retention

  From CO-OP Financial Services

  Gain knowledge and insight into your members, and discover the untapped opportunities that exist in the current marketplace.

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• Investment Program Oversight: Your Guide to Comply with New Regulations

  From Cetera Financial Group

  Stay informed with a helpful handbook for compliance oversight.

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