new representative introduction plan- c u n a mutual group（new plan - introduction representative c u n a mutual group）.docVIP

New Advisor Introduction Plan The following document serves as a campaign-specific guideline for the introduction of a new Financial Services advisor to their credit union and its member community. Introduction Most credit unions incorporate a financial advisory program to their list of offerings looking to capture a larger share of deposits, enhance client service, and maintain member loyalty. The addition of an experienced and enthusiastic advisor can directly benefit the momentum of these directives. When promoting your Financial Services Program, a strong line-up of brand ide