Differentiation is becoming a difficult task for financial advisors, who are working under increased competition to secure new business. This challenge is occurring at a time when asset retention is a challenge — at both the front and tail ends of the advisor-client relationship. Investment advice has
largely been commoditized and advisors can no longer stand out by promising to deliver superior
investment returns.
We recently brought together Sheldon Reynolds, Vice President of Trusts & Investments at Members Trust Company, and Julie Bates, Managing Director of Delta Community Retirement & Investment
Services, to explain how credit union financial advisors can adapt. They discuss how advisors can stand out, improve member value and enhance responsiveness through fee-based investment management services. To learn more, hit play.
