Kevin Mummau

Oct 4, 2023 | cuinsight.com | Kevin Mummau |Andy Hardin |Tracie Kenyon |Scott Butterfield

We don’t take success as chance and that’s why we are committed to sharing ideas proven by your peers to drive growth and elevate any financial practice or wealth management program. Here are a few great ideas for you to implement in your business today. Let’s begin by taking a quick look at the basics of building and executing a successful business plan.

Oct 4, 2023 | cusomag.com | Kevin Mummau

We don’t take success as chance and that’s why we are committed to sharing ideas proven by your peers to drive growth and elevate any financial practice or wealth management program. Here are a few great ideas for you to implement in your business today. The planLet’s begin by taking a quick look at the basics of building and executing a successful business plan.

Apr 12, 2023 | portfolio.bisanet.org | Kevin Mummau |Howard Hammond |Rich Blake

Sponsoring and commissioning research that will help the BISA community is continuing to become a focus of our association. These efforts are spearheaded by the Research Committee, co-led by Kevin Mummau and John Olerio. We asked Kevin of CUSO Financial Services how the committee is ensuring a research-focused future for BISA. How would you describe your committee's role in BISA’s mission?