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Money Concepts
Barry Dayley
Executive Vice President
(800) 326-1825 ext. 5050
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Overview
In today's market environment, the real competitive advantage is the relationship you build with your member. No longer can you be satisfied with a transaction-based investment program or having no program at all. Take your credit union to the next level and enhance your member relationships and profitability by offering a unique financial experience to your member.
Money Concepts was formed in 1979 to enable independent practitioners and financial institutions to offer Financial Planning and Wealth Management by providing a large network of systems that lower the complexity and cost of offering these services.
Services
The Financial Institution Division of Money Concepts International, Inc., was created to assist credit unions across the country take their service to a new level by offering a turn-key solution for the delivery of full service financial planning, investments, insurance, and investment advisory services.
No matter the size of your credit union, our "Member Centered" approach can enhance relationships, increase sales volume and product count per member, and increase and diversify your revenue stream. In addition, the Life Planning approach can set a credit union apart through the delivery of a “Member Centered” experience that will raise your credit union to the top in the competitive investment arena.
If your credit union is not offering wealth management services, or if your program is not as successful as it should be, consider aligning your credit union with an organization that can help you deliver these services in a way that will set it apart. Position your credit union as your member’s wealth mentor. This approach will broaden your relationships with your member base while enhancing wealth management income.
NAFCU Member-only Benefits
A complimentary consultation is available to all NAFCU members – a $1,000 value! Plus, as a special offer to introduce NAFCU Members to Money Concepts, they will host NAFCU member CEOs as their guest (all-expenses paid) for a 1-1/2 day “due diligence” visit at their headquarters in Palm Beach Gardens, Florida. Available 2009 dates are October 15-16. Space is limited so contact Barry Dayley today.
Download Brochure
Download the Money Concepts brochure here.
Listen to a Podcast
Tips for Helping Members Through the Current Economic Crisis, with Money Concepts' CEO Denis Walsh and National Director of Sales Michael Thompson
Watch a Recorded Webinar
"The Economy Now: Simply Stated," with Money Concepts' CEO Denis Walsh
Watch the recording | Download the presentation slides
 Adopting a Holistic Wealth Management Approach
News
June 4, 2008 -- Money Concepts Selected as NAFCU Services Preferred Partner
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