WM Gateway works extensively with Credit Unions to optimize the capability, capacity, and performance of their Wealth Management divisions. Our services span the full range of strategy, structure, process, and deployment needs. In addition, we provide targeted support for Board presentations, Dealer assessments, contract negotiations, RFPs, and Credit Union mergers.
Services and Support
Wealth Leadership Services
- Fractional Leadership – providing Credit Unions with full wealth management leadership through a fractional model that fits their budget
- Advisory Support – guidance and expertise to complement existing Wealth Leaders
Advisor Engagement
- Sales Coaching & Mentoring – practical guidance to elevate Advisor performance
- Targeted Sales Training – with emphasis on member discovery and advice delivery
- Professional Development – supporting continuous growth and expertise
Advisor Effectiveness Training Programs
- Advisor Bootcamp Program
- Enhanced Advisor Effectiveness Program
Supporting Structure
- Advisor Role Design – clear job descriptions, responsibilities, and accountabilities
- Compensation Model Development – incentive structures aligned with business strategy
- Sales, Growth & Revenue Targets – setting meaningful goals, key performance indicators and other measures of success
- Product & Service Offering – defining an integrated and competitive shelf to meet Member needs
- Advisor Recruiting Support – assist in attracting and securing top-tier talent
Wealth Management Design & Business Transformation
- Structure – defining the Advisor environment, Member experience, infrastructure, and business partners
- Breadth & Scope of Offering – determining the optimal mix of Mutual Fund, Securities, Insurance, and product solutions
- Branch & Network Coverage – ensuring capacity and alignment across channels
- Organizational Structure – designing leadership roles, reporting relationships, and resource coverage
- Management Controls & Oversight – implementing processes that ensure effective governance
- Reporting Requirements – establishing performance measurement and insight-driven reporting
Additional Services
- Board Presentation Support – preparation and delivery of strategy, performance, and transformation updates
- Credit Union Merger Support – designing and transitioning to a unified wealth management model
Coach the Coach – Retail or Commercial leaders who have “wealth generalists” on their team
For these and any other wealth management needs, please contact us.