Get Sticky with Holistic Wealth Management Services | Money Concepts 2015

Your members need more than a checking account and an auto loan. They are looking for real advice and direction as they face a volatile and complex financial landscape. Broaden and deepen your member relationships and attract new members, by adding the stickiness of holistic wealth management services.

This session will help you…

Understand better what your members need and want,
Learn how holistic wealth management services will add stickiness to the relationship,
Increase non-interest income and build a successful and profitable service.