The key objectives of credit union investment programs are to establish awareness of the program and grow revenue. To ensure the success of your investment program and financial advisors, here is a step-by-step process that will help any program – start-up or existing – to achieve its goals.
Establish strong communication with program managers
Most financial advisors in a credit union work in dual-employee, managed, or hybrid-managed investment programs. In a dual program, there is a dedicated program manager employed by the credit union. In managed or hybrid programs, the program manager is employed by the broker-dealer and may have several programs to manage. There may also be a regional program development manager that oversees multiple program managers.
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