Credit Unions

Credit Unions

Credit Unions have been seeking new and better ways to expand their services to their members for decades. While many credit unions already offer investment and insurance services, these programs are often underperforming and not well integrated. Some others have yet to enter this arena, confused by the types of offerings available and not sure of the right way to go. Clearly, with 30-50 percent of their members as part of the investing public, credit unions need to find the best way to offer these services in a way that is a benefit to members and is a cultural fit with their institution.

Since 1989, USAdvisors Network (USAN) has helped credit unions build, implement and manage successful investment programs offering individual investing and financial planning. Serving scores of credit unions across the country, we have the expertise and the passion to help you reach your goals. Whether you have an existing program or you are starting a new one, USAdvisors Network can customize a dynamic investment services program designed to serve your members - enhancing their satisfaction and increasing their loyalty to your organization.

As a truly independent organization, USAN’s business-building management, compliance, marketing, strategic planning and recruiting services put you in position to serve your members, reduce costs and increase revenues. Working with USAN can have a very positive impact on your member retention and make a big difference to your bottom line.

With experienced, hands-on professionals throughout the country, USAdvisors Network is positioned to be a close, trusted resource for your investment services program. When all is said and done, it is the focused efforts of USAN professionals that will help you guide your program to realize its potential.

Additionally, USAN serves as the complete ‘front office’ between your credit union’s investment program and the broker-dealer and clearing firm (back office). We strive to fill each and every service need, as well as provide the type of proactive approach that achieves superior results.

USAdvisors Network brings to your practice:

•    Initial consulting and strategic planning
•    Recruiting services to build your practice
•    A vast array of products and services (including sophisticated advisory services)
•    Access to national networking and industry events
•    Best-of-class technology
•    Practical and effective marketing
•    Compliance
•    Superior training
•    On-going support and consulting

Success Stories - Credit Unions

  • USAdvisors Network +

    Credit unions have had uneven success at this business for years. USAdvisors Network has worked with many credit unions as they try to determine if this is the right fit for their institution and their membership. One simple truth has emerged - that no one model or strategy has worked well at all credit unions. In fact, there is almost an infinite combination of factors that ultimately lead to investment program success, and just as many ways to organize this effort to succeed - or to fail.
  • SUCCESS STORY #1 - The Confused Credit Union +

    An employer-based credit union in a very populated suburban market was struggling with their program. Their membership seemed like the right demographic for this service, they had an experienced advisor on board through a third-party marketing firm, but nothing was happening. Referrals were a struggle, and the credit union SEGs weren't involved at all. After some extensive fact-finding and consultation, a team from USAdvisors Network was able to devise a marketing and training plan that was practical, cost effective, and most importantly - effective. The result was a near doubling of the program's revenue. The credit union now sees this initiative as an integral part of member services, and its reach has extended to several of its SEGs and beyond.
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Contact Information

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Headquarters:
15750 Venture Lane
Eden Prairie, MN 55344
952.829.0000

Regional Office:
Washington, DC
703.650.1015

Strategic Partners

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Guiding Principles

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