Your customers want advise they can trust. Let us help you deliver it.
Our management team has significant first-hand experience with the integration of investment services into financial institutions. And they bring that understanding and know-how to mem-bers of The Professional Alliance.
Our program is based on needs-based financial planning, not on sales, helping credit unions and community banks tailor advice to individual clients rather than “push” annuities or other prod-ucts. This culture not only creates a high degree of satisfaction among clients but substantially reduces compliance risk and enhances acceptance of the program by employees.
It should be noted that all accounts are “owned” by the financial institution and we provide complete transparency into every client account and revenue source.
From strategy formulation to program implementation, The Professional Alliance stands ready to assist credit unions and bank advisors in their quest to do what’s best.