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Measuring the ROI on CU Advisor Designations
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"Measuring the ROI on CU Advisor Designations"
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Learn the importance of designations, certifications and professional development efforts for credit union wealth management advisors, and how they can lead to more business.

More than three-quarters of high-net-worth investors say designations and certifications are important when evaluating advisors. Find out which credentials credit union advisors find most advantageous for attracting more high-value relationships.

Understanding how your professional development efforts can translate to new revenue opportunities is critical as you seek to grow your credit union advisor business, and attract more high-value relationships.

Download this white paper to learn:

  • Four ways advanced professional designations can drive personal and client growth.
  • The importance high-net-worth investors place on advisor designations.
  • How professional development can lead to more profitable client relationships.
  • Which designations advisors’ say offer the greatest return on investment.


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

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