Leverage Your Expertise and Experience to Serve Credit Unions and Their Members
Whether you've worked for a bank's investment program, a national broker/dealer company, a regional or local investment firm, or as an independent professional, you're aware of the requirements of being a successful financial advisor:
According to the Bureau of Labor Statistics, 24% of advisors report working in excess of 50 hours per week, and the commitment may be significantly more.
The 2012 J.D. Power and Associates survey of financial advisor satisfaction found that financial advisors want to work with a firm whose actions are in the best interests of clients.
A 2012 report1 found that investors who "valued" their financial advisors cited some specific reasons, including these advisors were focused on long-term investment strategies, provided comprehensive guidance, focused on holistic planning services and leveraged technology to foster a more collaborative relationship.
Working hard to provide comprehensive, collaborative guidance in the best interest of clients to become a valued financial advisor. Sound like you?
It sounds like CUNA Brokerage Services, too.
Talk to us today about the benefits and rewards of working with and for credit unions and their members. To learn more, e-mail
or call 800.356.2644, ext. 3377.
1Fidelity Investments, Insights on Advice, "Proving Your Worth: Uncovering the Traits of the Valued Advisor"
CUNA Brokerage Services, Inc. member FINRA/SIPC, a registered investment advisor.
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