Thursday, April 2, 2015

Paying it Forward: Seasoned Financial Advisor Mentors New CBSI Academy

Ric Pearson, Senior Consultant - Advisor Development for CUNA Brokerage Services, Inc. gives his insight into the value of CBSI's New Advisor Academy and how one advisor was able to share her wisdom with classmates:

Cindy Sforza Buss, financial advisor from SchoolsFirst Federal Credit Union in Fountain Valley, CA, served as the class mentor at CBSI’s New Advisor Academy, March 16-20.  

Throughout the week, Cindy led the 15 participants in the class by sharing some of her successful best practices.

Cindy has been a 3 time President’s Council winner, Woman of Distinction (5 years), Senior Advisor Leadership Team (2 years), and a graduate of the very first class of CBSI’s Honors Academy.  She credits her 6 ½  years of success with CBSI to the unwavering support and effective training opportunities of CBSI. Obviously the class was inspired and grateful for sharing her wisdom with them the entire week.  

Thank you Cindy, and thank you SchoolsFirst FCU!