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Financial Planning: It's All About the Relationships (Not Selling Products) | Money Concepts


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The times are changing! When credit unions first started to offer investment services, the process was very “product or transaction focused”. Some programs adopted a “needs-based” approach. This is where most programs remain.

Attend this webinar to learn how to make your program a total financial experience based on long-term relationships.

Presented by Money Concepts and NAFCU Services, this webinar is offered at no cost to the credit union community.

Published in: Business
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