ACT Advisors, LLC

Is legacy planning the return on investment your credit union hasn't considered before? Maurice Smith shares what a legacy plan did for him in his current role and why he feels more ready than ever for his post-career life. Listen to this episode; you won't want to put legacy planning on the back burner any longer. https://lnkd.in/gZYymFTV #CUOnTheShow #CreditUnions #CreditUnionExecutives #ExitPlanning #ProfessionalDevelopment #RetirementPlanning #LegacyPlanning #SuccessionPlanning #LeadershipDevelopment

Credit union boards don’t just set CEO compensation based on market data—their own career experiences play a major role. This can create hidden biases that impact executive pay decisions. In this episode, JP O’Connor breaks it all down: - How board demographics influence CEO salaries - The power of data-driven compensation discussions - Why third-party consultants help bridge the gap in pay negotiations If you’re a credit union CEO or board member, this is a must-listen. Catch up now: https://buff.ly/XN9oydt #CUOnTheShow #CreditUnions #CreditUnionExecutives #CUDifference

New Podcast Episode! How Board Backgrounds Shape CEO Pay—and What Credit Union Leaders Can Do About It Did you know that credit union boards often set CEO compensation based on their own career experiences? This can create unintended biases in executive pay. In our latest episode, JP O’Connor explains: - Why board members' financial backgrounds impact CEO salaries - How to frame compensation discussions with data-driven insights - The role of third-party consultants in pay negotiations Listen now: https://lnkd.in/eg6eMg2F #CUOnTheShow #CreditUnions #CreditUnionExecutives #CUDifference

Wes Johnson, CFP?, recently joined Mike Switzer on SC Public Radio's South Carolina Business Review to discuss the many uncertainties facing financial markets as the year progresses. From interest rate changes to geopolitical risks, Wes shares insights on how investors can stay on track despite the volatility. Click here to listen to the episode: https://lnkd.in/eVKsZeqG Want to learn more about Wes Johnson and how ACT Advisors can help you navigate uncertain markets? Visit https://lnkd.in/e_jGCZPU #FinancialPlanning #MarketUpdate #FeeOnlyAdvisor

GAC 2025 is getting closer—are you ready? In case you missed it, Todd Spiczenski joined CU On The Show to share why GAC 2025 is set to be a game-changer for the credit union industry. - Record-breaking attendance & a sold-out exhibit hall - New tools & strategies to maximize your GAC experience - The advocacy messages that will shape the future of credit unions Listen now before you head to D.C.:https://buff.ly/430cvCP #CUOnTheShow #CreditUnions #CreditUnionExecutives #CUDifference

The buzz around GAC 2025 keeps growing! If you haven’t tuned in yet, this is your chance. Todd Spiczenski breaks down what makes this year’s event the most important yet—record attendance, top-tier speakers, and an urgent advocacy agenda. Catch the episode here: https://lnkd.in/dUb__Yk9 #CUOnTheShow #CreditUnions #CreditUnionExecutives #CUDifference

GAC 2025 is on track to be the BIGGEST ever! On this episode of CU On The Show, Todd Spiczenski, CUDE joins Doug English, CFP to preview: 1. Why attendance is surging past record levels 2. The must-see speakers & sessions 3. How GAC 2025 is shaping the future of credit unions If you’re in the credit union space, this is the episode you can’t afford to miss. Listen now: https://lnkd.in/dsKrWcMQ #CUOnTheShow #CreditUnions #CreditUnionExecutives #CUDifference

Don't Miss CU On the Show's Top Episodes of 2024! In 2024, listeners tuned in to some of the most insightful and impactful discussions shaping the credit union industry. If you missed any of these standout episodes or want to explore more, click here: https://lnkd.in/ew5n_x8h

One week later, this episode is still making waves! Bob Steensma and David Southall brought incredible insights into the world of credit union bank acquisitions. If you haven’t tuned in yet, don’t miss out on their expert advice on culture, retention, and financial strategy. Listen here: https://lnkd.in/ec6Mwinj... #CUOnTheShow #CreditUnions #CreditUnionExecutives #CUDifference

If you haven’t listened to our latest podcast episode with Doug English, Steven Kozlowski, and Sam Brownell, now’s the time! ? Discover how merger motivations impact members. ? Learn why voluntary mergers often miss the mark. ? Get strategies to align mergers with your credit union’s mission. It’s not too late to catch up: https://buff.ly/3Zbffd9 #CUOnTheShow #CreditUnions #CreditUnionExecutives #CUDifference