HOME
ABOUT
SERVICES
FREE PROGRAM ASSESSMENT
CONTACT
SCHEDULE AN APPOINTMENT
HOME
ABOUT
SERVICES
FREE PROGRAM ASSESSMENT
CONTACT
SCHEDULE AN APPOINTMENT

How does your program stack up?

Structure, Integration, and Value Proposition

Structure

  • Clear & concise career path?
  • Leverage mentoring skills?
  • Hiring from within?
  • "Second story" advisor program?
  • Strong retention strategy?
  • Incentives to grow?

Integration

  • Is the program a core offering?
  • Are there incentives to refer?
  • Do you understand the value of the program to the overall CU?
  • Is the Program Manager seated at the executive team table?
  • Is the program visible to members and employees?

Value Proposition Leads to Revenue!

  • Competency
  • Consistency of service
  • Accountabiity
  • Reinforcement
  • Reward
  • Non- Interest Income

How can we help you grow this ever-important service and add non-interest income to your credit union bottom line?? Industry statistics indicate that your financial institution has perhaps 20% of your member/customer assets. Let's build a plan to make sure your institution garners meaningful wallet share!

FREE Program Assessment - No obligation. You don't have to change broker-dealers to work with us. Mark will provide you with a comprehensive program assessment using his extensive experience and industry best practices. Click the link below to get started!

Yes, I would like more information!

Six Minutes to Wealth Management Program Success!

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WEEKLY PROGRAM SUCCESS VIDEO

PARTNERSHIP. STRENGTH. EXPERTISE.

Successful experience executing, not just talking about it...

Program Development

  • Business Plans - Development/Execution
  • Program Marketing Strategy
  • Optimum staffing design
  • Compensation plans
  • Program Integration

Financial Advisor Development

  • Coaching Strategies
  • Business Planning
  • Sales Process Development
  • Sales Skills Enhancement

Program Integration

  • Accountability Strategies
  • Building Product/Service Synergy
  • Referral Programs That Work
  • Compensation Strategies
  • Staffing Model Development

Let’s get moving.

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