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When Your Credit Union Advisor Clients are Working Against You
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"When Your Credit Union Advisor Clients are Working Against You"

Clients for credit union financial advisors can be irrational when it comes to investments. Here are six pitfalls that may be susceptible to, and steps you can take to help them out.

Good decision-making is in many ways, a discipline—one with which everyone can use a bit of guidance every now and again. Financial decision-making is no exception.

There are six pitfalls that can thwart your clients from making rational decisions when it comes to managing their money as a credit union advisor.  

Download this white paper to learn:

  • A better understanding of six common fallacies and their emotional undertone
  • What these missteps cost your clients
  • Actionable steps to help educate your client

Start guiding your clients through tricky times as a trusted partner.

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


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