An employer-based credit union in a very populated suburban market was struggling with their program. Their membership seemed like the right demographic for this service, they had an experienced advisor on board through a third-party marketing firm, but nothing was happening. Referrals were a struggle, and the credit union SEGs weren't involved at all. After some extensive fact-finding and consultation, a team from USAdvisors Network was able to devise a marketing and training plan that was practical, cost effective, and most importantly - effective.

The result was a near doubling of the program's revenue. The credit union now sees this initiative as an integral part of member services, and its reach has extended to several of its SEGs and beyond.

Credit unions have had uneven success at this business for years. USAdvisors Network has worked with many credit unions as they try to determine if this is the right fit for their institution and their membership. One simple truth has emerged - that no one model or strategy has worked well at all credit unions. In fact, there is almost an infinite combination of factors that ultimately lead to investment program success, and just as many ways to organize this effort to succeed - or to fail.