April 30th, 2026 at 11am Pacific
Rob Comfort: Driving Stronger Support for Your Wealth Program
Join peer leaders from across the credit union wealth management industry for an interactive roundtable with industry veteran Rob Comfort. This practical, action‑oriented session focuses on how wealth leaders and advisors can gain stronger support, visibility, and referrals within their credit union.
Rather than relying on passive hope for alignment, this roundtable explores how adopting a wholesaling mindset—and applying disciplined, proven processes—can meaningfully elevate your program’s impact and priority. Rob will walk through the four core steps of successful wholesaling in a credit union environment and share his “Blueprint for Success,” a framework built from years of leading award‑winning wealth programs.
This is not a theoretical discussion. Expect real‑world insights, actionable strategies you can implement immediately, and plenty of time for discussion, questions, and idea‑sharing with peers. Attendees will leave equipped to strengthen internal partnerships, increase referrals, and accelerate advisor growth.
Join peer leaders from across the credit union wealth management industry for an interactive roundtable with industry veteran Rob Comfort. This practical, action‑oriented session focuses on how wealth leaders and advisors can gain stronger support, visibility, and referrals within their credit union.
Rather than relying on passive hope for alignment, this roundtable explores how adopting a wholesaling mindset—and applying disciplined, proven processes—can meaningfully elevate your program’s impact and priority. Rob will walk through the four core steps of successful wholesaling in a credit union environment and share his “Blueprint for Success,” a framework built from years of leading award‑winning wealth programs.
This is not a theoretical discussion. Expect real‑world insights, actionable strategies you can implement immediately, and plenty of time for discussion, questions, and idea‑sharing with peers. Attendees will leave equipped to strengthen internal partnerships, increase referrals, and accelerate advisor growth.
|
|