2015 Annual Conference Top Takeaways
August 12, 2015
This year marked another phenomenal CFS/SPF Annual Conference! Charged by this year’s conference theme, “Lead Forward!” more than 550 attendees were educated, inspired, and motivated to lead their
Amy Beattie Named to NACUSO Board of Directors
April 21, 2015
Amy Beattie Named to NACUSO Board of Directors CFS and SPF congratulate our Co-founder and Chief Operating Officer, Amy Beattie, on being named to the National Association of Credit Union Service...
- CFS 2016 Infographic March 29, 2016
Compliance Issues with Social Media or Advertising: What Financial Advisors Need to Know
December 3, 2015
When it comes to social media, a lot of financial advisors are still playing catch up to the technology. Many advisors are excited about using social media, but they may not use it as often or as...
Home Banking Integration: What is it?
August 28, 2014
What is it? Home banking integration (HBI) means that all of a financial institution’s customers’ financial assets are visible to the client on one page and are accessible via a single login....
How Your OSJ Can Help Your Business
March 2, 2016
The OSJ Services at CFS and SPF are grounded in 3 elemental focus areas; Supervision, Support, and Service. While satisfying the regulatory mandates of supervising the business activities of...
Maximizing Your Relationships with Business Owners
January 5, 2015
In the credit union and banking investment environment, an often-overlooked source of investment program potential is small businesses. Why would you want to learn about serving the needs of...
Successful Remote Sales Strategies for Selling Without Face-to-Face Meetings
October 24, 2014
Each day fewer and fewer clients visit bank branches. The majority of transactions a client would normally complete in a branch can now be completed online. Whether it’s paying a bill, getting cash, or...
Talking to Generation X and Millennials about Financial Investing
September 25, 2015
Let’s assume that we in the financial services community have done our job of preserving wealth for the next generation. If so, there stands to be a large transfer of wealth to Generation X (born in...
The Importance of Advisor Retention
September 4, 2014
The one constant in all business is change. And although change can be a great thing, it can provide setbacks in terms of advisor turnover. Retaining quality advisors is a high priority, not just for...