#2624: How CBSI Partnership with LPL Financial Accelerates the Financial Advisory Digital Experience...

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Watch the clip above and check out the full episode located below the show notes for all the details.

Rob Comfort, President of CUNA Brokerage Services, Inc. (CBSI) joined us on the show to share the big announcement about CUNA Mutual Group collaborates with LPL Financial to accelerate the digital experience in its credit union member financial advisory program.

With this partnership, CUNA Mutual Group's latest update now focuses its wealth management business, CUNA Brokerage Services, Inc., squarely on the client-facing side of financial advising.

Rob shared with us that by combining CUNA Mutual Group's expertise in client experience and data-driven strategic consultation for credit unions and advisors with LPL's leading platform, we will deliver an advisor and customer experience unique to the credit union industry.

He added that they are committed to helping more consumers make financial decisions that work for them, and we will continue to build, buy or partner to do so. CUNA Mutual Group is now one of LPL's largest clients, and they believe they will be able to instantly reach new heights with an enhanced value proposition for financial institutions, advisors and the members credit unions serve.

Check out our conversation with Rob and let us know your thoughts. And be sure to check out the entire interview with Rob below for all the details.