Supporting Award-Winning Advisors and Programs

Every year, CUSO Financial Services recognizes top investment advisors and programs at our annual user conference. Whether programs are just starting out or are mature and successful, we challenge them to reach new levels of success, and we support their progress. At our annual conference we take the opportunity to reward and honor their achievements.

The top program awards include:

  • The "Rookie Program of the Year" award for having the highest GDC to total assets ratio of all new programs, those with CFS for two years or less
  • The "Keystone" award for highest GDC per million dollars in credit union assets
  • The "Pinnacle" award for the highest total production
  • The "Impact" award for highly impactful marketing campaigns in support of the financial institution's investment program

In 2015 we also recognized 107 individual advisors with our Bronze, Silver and Gold Pacesetter awards, indicating they met increasingly higher levels of production in 2014. Our top advisor received the "Advisor of the Year" honor.