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Measuring the ROI on CU Advisor Designations
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"Measuring the ROI on CU Advisor Designations"

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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