Priority Financial Group (PFG) helps credit unions build and customize successful Wealth Management programs associated with any broker-dealer, RIA, or custodian.
Regardless of whether you are starting up or looking to enhance a Wealth Management department, PFG can help you increase your non-interest income, member loyalty, and deposit balances.
- Attract and retain experienced financial advisors
- Conduct candidate screening
- Offer and negotiation consulting
- How to start up or expand wealth management services
- Financial analysis and forecasting with new benchmarking metrics
- Financial advisor evaluations, compensation review, goal setting, and recruiting strategies
- Low-cost marketing strategies to increase member penetration rates
- Solutions to ease into an investment relationship with a remote service model
- Regulatory readiness review (SEC, FINRA, DOL, NCUA, and State banking)
- Broker-Dealer, RIA, and Custodian request for proposal (RFP) management and consulting
Our experienced PFG Consulting team will help you deliver wealth management services to Members and Staff in which you can be proud. Our “no strings attached” consulting model allows you to customize the services you choose.
PFG’s Wealth Management consulting services are designed to help you deliver financial planning, investment, and insurance services in a more profitable, efficient, and compliant manner.