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Prospecting Essentials to Boost Your Wealth Management Program
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"Prospecting Essentials to Boost Your Wealth Management Program"

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

As your members retire and draw down their assets, they may also be drawing down your program.

The good news is there are plenty of younger members who need advice and can add to the growth of your program, helping it thrive and making it more valuable. To help your credit union reach those members, this white paper gives you plenty of tips and insights into how to connect with younger prospects in ways that resonate with them—and even give you the chance to have some fun. In it, you’ll learn:

  • The different demographics that may represent the greatest potential for program growth and less competition from other credit union advisors
  • Prospecting ideas that are both practical and fun for you and your potential members
  • Ideas on how to cater your prospecting to different audiences and make them more receptive to your efforts

Download your copy now.

Offered Free by: Cetera Financial Group
See All Resources from: Cetera Financial Group


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