The Credit Union Wealth Management Opportunity
By: Copper Financial
In this podcast featuring Justin Steitz, President of Copper Financial, discover how misconceptions associated with credit unions and wealth management can lead to member dissatisfaction and ultimately the loss of members.
Steitz articulates the reasons why credit unions of all sizes should embrace wealth management offerings for their members, including increased member engagement and loyalty, the opportunity for larger account balances, establishing credit unions as a trusted advisor, and staying competitive in the digital era.
Listen:
Interested in Integrating Wealth Management into Your Credit Union's Services?
At Copper Financial, we can help make your vision for today and tomorrow a reality. With best-in-class technology, we have built investment programs from the “inside” with direct guidance and oversight from an executive team who has walked in your shoes. In addition to serving credit unions, we are credit union owned. So, we understand the needs of credit unions on a first-hand basis.
Copper Financial (“Copper”) is an SEC registered investment advisor, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members’ unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters – the path to financial peace of mind.
