Expand/collapse block Wealth Scenarios and Conversation Starters

Wealth Scenarios and Conversation Starters

CUSOURCE / 2. eLearning Course Catalogue / 2.5 Financial Literacy

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Initiating wealth conversations is difficult. Many credit union employees, especially those new in their role or working on the frontline, are challenged with transitioning the conversation from chat about friends, family and the weather to something more important like long and short-term financial goals. Many feel the member doesn’t want to chat about serious topics or that they don’t have time.

Research tells us there are deep, trusted relationships between members and the staff at their credit unions. As such, members want to receive advice from staff because the trust has already been established.

Wealth Scenarios and Conversation Starters puts the learner in the driver’s seat to great conversations BEFORE they are in front of the member. As the module launches, the learner is taught about the structure of good conversation, focusing on the fact that each conversation follows specific steps (much like a sales process). The concepts of...

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View or Download Description: EMP-LVF-WSCSE01-ELR_DES.pdf


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