Mark has been an industry leader for over 25 years. He has successfully started new wealth management programs and turned around underperforming programs in banks and credit unions during his career.
He was the National Sales Manager for a national broker-dealer and served as President and CEO of XCU Capital Corp., a credit union-owned broker-dealer. Mark led the turnaround of XCU Capital and the eventual sale to a national broker-dealer.
Mark uses his extensive hands-on experience along with industry best practices to provide consulting services to wealth management programs in partnership with PFG.
Many consultants talk a good game. We believe that you not only have to be a "thinker" but also a "doer". My 20+ years of experience involves a lot of thinking as well as the actual execution of those aspects of program development that lead to a successful service to your members. I have made the mistakes that I can help you avoid along the way.
Having led a number of successful wealth management programs, I will use this experience to create a best-in-class program for your members. Whether it's business planning or the development of an effective sales process, I bring a comprehensive set of skills to the task of growing your program.
I have worked in retail banking as a branch manager and loan officer during my career so I get the critical aspects of successful program integration. I use this experience to bring a synergistic collaboration to the goal of a partnership between wealth management and the retail team.
The goal is to develop a winning wealth management offering for your credit union members. If you are not satisfied, then there is no fee. It's as simple as that.
The time to improve member service is now. Let's not risk losing members to a competitor when we can grow your wealth management offering and increase member participation in your wealth management offering. Let's start with a FREE Program Assessment. Click the link to get started.
mark@markhoaglin.com
760.473.5615
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