FOCUSed on financial security
Financial security means many things to many different people. And, for many credit union members, a financial advisor can provide vital insights that can support near- and long-term financial health. We know this because we serve credit unions and their members across the U.S. through CUNA Brokerage Services, Inc. (CBSI) financial advisors.
Every year, these advisors gather for best practices training, collaborative ideation, networking and team building – all for an ultimate goal: to help them drive value for the credit unions and credit union members they serve.
From July 23-25, over 500 CBSI advisors, credit union and financial services industry representatives gathered at the Hilton Americas in downtown Houston for FOCUS 2018: Mission Critical. The three-day conference featured energizing keynote speakers, in-depth breakout sessions and Texas-style hospitality.continue reading »
The conference centered on our critical mission: helping people achieve financial security. Courses and discussion topics ranged from identifying members’ core financial needs – and how to nurture long-lasting relationships; to best practices in social media and local marketing; to updates on CBSI’s major platform investments into the business, including unified account opening, managed money, and Advisor Teaming. More than two dozen of our financial industry partners were on-hand to showcase their products and services that are helping advisors and credit unions best serve members across the country.