Now Available. This examination of credit union brokerage perforamnce is drawn from an analysis of 126 credit union and bank programs that collectively account for over half of all financial institution sales.

This second annual study, sponsored by ENSI, provides key benchmarks for membership penetration and advisor productivity, contrasts credit unions with commercial banks, and examines critical performance drivers to uncover inducty best practices. These drivers include:

• Financial advisor coverage
• Referrals
• Utiliation of sales assistants
• Product Mix

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