Financial Institution Support

Our Turnkey Bank and Credit Union Solution Offers Time-Tested, Effective Resources

Our turnkey solution includes a wide array of resources specifically designed to meet the needs of credit unions and banks. These resources include:

Local Support — We recruit and mentor experienced professional financial advisors to work in your institution as employees or as independent advisors.

Customized Marketing — We help you create and implement a comprehensive marketing program using time-tested tools such as statement stuffers, signage, brochures, educational workshops, customer appreciation events and lobby day events.

Ongoing Education — We offer opportunities for advisors to learn about specific and general product knowledge, advanced planning and investment strategies, industry regulations and compliance.

Compliance — All investment and advisory business is conducted under Home Office Supervision. Regular audits and site visits are conducted to ensure full compliance with all securities industry regulatory requirements. In addition, we strictly adhere to additional requirements for financial services located in banks and credit unions.

Integrated Technology — Advisors located in banks and credit unions have access to a fully integrated suite of web-based technology to help them easily manage the daily workflow and servicing of clients. This leading-edge technology provides:

  • Real-time, online access to all accounts and documents
  • Integration of client data for reporting, financial planning,trading, etc.
  • The ability to submit paperwork digitally via scanning or faxing
  • Pre-population of forms
  • Online tracking of business submission and issue resolution
  • Document archiving and storage

Product Offerings — A full menu of products and services are available to assist your customers with their financial goals. Careful analysis of a customer’s situation will reveal opportunities to utilize your bank’s or credit union’s products as well as securities and insurance products designed for their goals and bring in more assets.

A strategic relationship with JFC Advisor Network and LPL Financial can help you successfully introduce or expand the products and services available to your customers. The combination of resources, programs and services available through LPL Financial and the local support, leadership and expertise of JFC Advisor Network is a powerful formula for a successful financial institutions program.

Call Jack Connealy at (402) 483-2555 to confidentially discuss how JFC Advisor Network can potentially help you run a more profitable and successful financial services program in your bank or credit union.


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