Advisors demonstrate CU philosophy

Madison, WI

CUNA Brokerage Services, Inc. (CBSI) Financial Advisors attending Advisor Academy in Madison, Wisconsin took time from their November studies to show they embrace the credit union philosophy of “people helping people.” Attendees, who work with credit unions and members in 11 different states, heard about CUNA Mutual Group’s Community Giving Campaign and filled out the “I give because…” message sheets with messages like: “It’s why I work,” “Others have given to me,” and, “I believe in everyone’s future.”

Jennifer Klein, CBSI Manager of Learning & Development notes how Advisor Academy can introduce the importance of the credit union culture for attendees who’ve come to CBSI from banks and large investment firms. “This showed how important themes in our corporate mission reflect credit union values where CBSI Advisors are located.”

Klein was impressed by the group’s enthusiasm for the giving campaign’s philanthropic nature — evident in their answers to complete the phrase, “I give because…”


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