CUNA Mutual Group Vice President, Center for Advisor Excellence Gary Weuve stopped by our Studio Lounge for a quick talk on mid-market wealth management offerings and its immediate takeaways for credit unions. Check it out and let us know what you think.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.