Boosting Non-Interest Income through a Robust Financial Advisory Program
Thursday | 1:15pm – 2:45pm
Hendrix Niemann, managing director, practice & wealth management, CUNA Mutual Group Marbella 1-2, Main Level
Find out why increasing member-friendly non-interest income (NII) is critical to the financial health of most credit unions; and why NII benefits the credit union in multiple ways, both tangible and intangible. Among the areas covered are: the importance of NII to a credit union’s top line, bottom line, and capital ratio; why the sale of investment and insurance products represents the greatest untapped (or under-tapped) source of NII for most credit unions; and more.
About the Speaker Hendrix manages the financial planning team at CUNA Brokerage Services and trains and coaches financial advisors across the country. He speaks at industry conferences and meetings and to credit union members, staff, management, and boards of directors throughout the U.S. about wealth management strategies and U.S. and world economic trends. He has served as general manager of the New Jersey Public Television Network; been featured on the cover of Inc. magazine; and written for national publications such as Inc., Ideal Living and Credit Union Times on investment management, retirement planning, and wealth management topics.