Many banks and credit unions struggle to find the secret ingredients to a successful investment program. Some obsess over the client brochures; others think they need that one special advisor who will magically transform the program; and yet others think that getting the right information on the website will somehow drive prospective clients to their investment representatives.

But there are really just three critical success factors, and they all contribute to the same goal: increasing the effectiveness of the network that exists at every financial institution.

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