Give your members the wealth management help they need AND generate fee income!
Not only do your members need financial planning and wealth management now more than ever, but your credit union needs the fee income that these services generate.
In this June 2011 recorded webinar Levi Dayley, Marketing Director and Michael Thompson, National Sales Director for Money Concepts address the changing wealth management needs of different psychographic groups and how a successful comprehensive wealth management approach creates greater member lifetime value.
- Why members need wealth management now.
- Growth data on offering wealth management services.
- Key elements of an effective wealth management program.
- Wealth management success stories for a range of income levels and life stages.
- Money Concepts' turnkey wealth management solution for credit unions.
Download the presentation slides from SlideShare to print out and take notes on as you watch the recorded webinar.
This is a complimentary webinar from NAFCU Services and Money Concepts. Money Concepts is the NAFCU Services Preferred Partner for financial planning and wealth management solutions for credit unions.