The Money Concepts webinar series helps credit unions understand the need for a wealth management program and implement best practices for new and existing programs.More...
Partner Contact: Barry Dayley
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.
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. Download the Money Concepts Brochure.
A complimentary consultation is available to all NAFCU members – a $1,000 value! Plus, as a special offer to NAFCU Members, Money Concepts will host NAFCU member CEOs as guests (all-expenses paid) for a 1-1/2 day "due diligence" visit at its headquarters in Palm Beach Gardens, Florida. Space is limited so contact Barry Dayley today.
In the third installment of our four-part podcast series with Money Concepts, Paul Timm, Vice President of Marketing for NAFCU Services, and Barry Dayley, EVP of Money Concepts, discuss the challenges facing our Boomer generation and the best practices your credit union can employ to help your aging members.
In the second installment of our four-part podcast series with Money Concepts, Paul Timm, Vice President of Marketing for NAFCU Services, and Levi Dayley, VP of Money Concepts, as they discuss how your credit union can adapt more of a 360 degree approach to serving your members through your wealth management services.
In the first installment of our four-part podcast series with Money Concepts, Paul Timm, Vice President of Marketing for NAFCU Services, sits down with industry expert Michael Thompson, the National Director of Sales for Money Concepts. They discuss how a Mobius loop applies to wealth management and what the means for credit unions.
There are unique challenges in the process of a credit union making the decision to have a wealth management program. Watch this webinar to get the criteria and the 5 key steps your credit union needs to help make that important decision.
Why Your Credit Union Should Offer Wealth Management Services To All Members (Webinar)
When: Thursday, November 6, 2014 Time: 2:00 pm - 3:00 pm (ET)
Join us in this session to learn about the outstanding opportunity to offer holistic wealth management services that that can serve all members, regardl
Attend this webinar to learn how to make your program a total financial experience based on long term relationships.
Whether you already have a financial planning program or not, this
webinar will help you understand what a high-performing, member-focused
program looks like.
Here are the five compliance issues you need to be aware of while managing your credit union wealth management program.
The wealth management process starts with a frank discussion between the program advisor and your member. With this level of access, and your member's nest egg on the line, it's critical you recruit the right person as your program advisor.
Honda is famous for its “five engines in every household” strategy, which, in very pure terms, is about cross selling products. In this webcast, we discuss how this strategy can be applied to credit unions. We will also discuss how how wealth management can help you achieve this goal.
A successful financial planning program consists of many solutions for
your members to help them through their various life stages. One of
those solutions is life insurance. In this webcast, we discuss the
opportunities that exist for your credit union by offering life
insurance to your members as part of your financial planning program.
Investing can be tricky, especially when you don’t have the time to keep up with your investments and the investment opportunities available to you. In this webcast, we uncover the five common pitfalls of investing and how you and your credit union members can avoid them.
As your baby boomer members reach retirement, help them make the most of their IRAs. Watch "Reduce Taxes Using the IRA Maximization Concept," a free webcast from NAFCU Services and Money Concepts and establish your credit union as a retirement planning expert with members.
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