Non-Interest Income and Program Development
April 28, 2016
“Right now the industry is in an environment where financial institutions start to lose sight of the importance of non-interest income or start to view their investment programs as competition or a...
- CFS 2016 Infographic March 29, 2016
How Your OSJ Can Help Your Business
March 2, 2016
The OSJ Services at CFS and SPF are grounded in 3 elemental focus areas; Supervision, Support, and Service. While satisfying the regulatory mandates of supervising the business activities of...
Compliance Issues with Social Media or Advertising: What Financial Advisors Need to Know
December 3, 2015
When it comes to social media, a lot of financial advisors are still playing catch up to the technology. Many advisors are excited about using social media, but they may not use it as often or as...
Financial Advisor to Wealth Advisor: Transitioning from a branch based selling environment to a stand-alone office
October 29, 2015
I’ve heard the transition from financial advisor to wealth advisor referred to as the nirvana of financial advising in a financial institution. There is a true quality of life improvement and the...
Talking to Generation X and Millennials about Financial Investing
September 25, 2015
Let’s assume that we in the financial services community have done our job of preserving wealth for the next generation. If so, there stands to be a large transfer of wealth to Generation X (born in...
2015 Annual Conference Top Takeaways
August 12, 2015
This year marked another phenomenal CFS/SPF Annual Conference! Charged by this year’s conference theme, “Lead Forward!” more than 550 attendees were educated, inspired, and motivated to lead their
CFS/SPF Named One of San Diego Business Journal’s 2015 Top Healthiest Companies
July 9, 2015
We are proud to announce that our company was ranked #3 in San Diego Business Journal’s “2015 Healthiest Companies Awards!” The awards recognize local companies that integrate wellness programs into the...
Small Banks Overcome Handicaps to Blaze Tech Trails
June 15, 2015
A recent article highlighted new technology in community banks and credit unions and its importance to their customers. The article, which ran in a BISA OneSource Special Edition on Investments,...
CEO Conference Takeaways 2015
May 11, 2015
In May 2015, we hosted our annual CEO & Executive Conference in San Diego. We had a large, diverse group of CEOs and executives from credit unions and banks across the country. It was a good mix of...
Amy Beattie Named to NACUSO Board of Directors
April 21, 2015
Amy Beattie Named to NACUSO Board of Directors CFS and SPF congratulate our Co-founder and Chief Operating Officer, Amy Beattie, on being named to the National Association of Credit Union Service...
Maximizing Your Relationships with Business Owners
January 5, 2015
In the credit union and banking investment environment, an often-overlooked source of investment program potential is small businesses. Why would you want to learn about serving the needs of...
Tech-Savvy Investors Want Digital Solutions, but Firms Lag Behind
November 11, 2014
A recent article from a BISA OneSource Special Edition on Investments highlighted the gap between consumers’ desire for technology-enabled investment services and the delivery of those services by...
Successful Remote Sales Strategies for Selling Without Face-to-Face Meetings
October 24, 2014
Each day fewer and fewer clients visit bank branches. The majority of transactions a client would normally complete in a branch can now be completed online. Whether it’s paying a bill, getting cash, or...
The 2014 Annual Conference Recap and Takeaways
September 18, 2014
We had an outstanding 2014 CFS/SPF Annual Conference that was truly “Powered by Passion.” More than 650 attendees gained the knowledge, tools, and inspiration to thrive in today’s complex investment...
Benefits of Hosting a Client Appreciation Event
September 8, 2014
The benefits of hosting a client appreciation event can be enormous. Executed properly, advisors will set up streams of qualified referrals from an incredibly loyal client base! Not only will a...
The Importance of Advisor Retention
September 4, 2014
The one constant in all business is change. And although change can be a great thing, it can provide setbacks in terms of advisor turnover. Retaining quality advisors is a high priority, not just for...
Home Banking Integration: What is it?
August 28, 2014
What is it? Home banking integration (HBI) means that all of a financial institution’s customers’ financial assets are visible to the client on one page and are accessible via a single login....
Are You Getting the Most From Your Broker/Dealer Resources?
July 31, 2014
Chances are you are paying a good portion of your GDC to your broker/dealer (BD) for their services and support. They provide a comprehensive list of approved products for your business, perform...
CEO Conference Recap & Top Takeaways
July 31, 2014
Our CFS/ SPF 2014 CEO & Executive Conference was a great success. We had more than 35 executives attend this “master class” seminar focused on driving exponential awareness and growth for investment...
Six Key Steps to Program Success
July 31, 2014
One of the primary objectives for most financial institution investment programs is to grow their revenue. Whether the program is starting up or starting over, achieving meaningful revenue growth is...