3 ways to get the most out of your credit union marketing agency relationship

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How to lead.

How to market.

How to… fill in the blank with just about any action needed in business and there is a book, blog, podcast, or whitepaper to help you learn more. But there’s one resource consistently missing and badly needed. How to client.

If you’ve hired an agency in the past with not-so-great results, there’s a good chance that you didn’t know how to client. It’s rare that an agency will take the time to share best practices on how to get the most out of the relationship before diving into the creative process, which will last for a little while but not for the long term.

If you’ve been burned in the past, or you are considering a credit union marketing agency, here are three things to keep in mind to help you find the right fit for the long term and get the results your credit union needs.

  1. What should your credit union look for in an agency partner? A survey from Setup found that most clients really don’t care about things like proximity, size of the agency or awards when choosing the right partner. Most clients were more interested in looking for chemistry, transparency, good communication and creativity. Most agency clients surveyed said they wished their marketing agencies would be more strategic partners and had a better understanding of their business. It doesn’t matter how creative the agency is or how nice the team is if the ideas are not based in strategy by first gaining perspective; there’s a good chance you won’t see the results you’re hoping for in the long term.
  2. Building a mutually beneficial, long-term relationship is crucial. No credit union (or any business for that matter) wants to agency hop. As part of the survey mentioned above, both clients and agency principals mentioned the same things when it came to improving their agency relationships. A successful, long-term relationship between you and your credit union marketing agency means high levels of quality communication rooted in transparency. It sounds easy enough, but transparency requires a certain level of vulnerability from both parties, which isn’t easy to achieve. Once you’ve conquered communication and transparency, sharing goals and KPIs that are mutually agreed upon is the only way to ensure proper measurement of success and identifying what isn’t working when those goals are not met. Whatever marketing firm you choose, it should set clear expectations and be completely transparent and candid about what they do well and what they don’t do well.
  3. Expecting harmony is a recipe for disaster. Harmony is a very uncomfortable status for personality types who naturally avoid confrontation. Don’t fear tension. Your credit union marketing agency shouldn’t be striving to be your best friend, as that leads to fear of confrontation and upsetting the relationship. Your credit union hired a marketing firm to help you solve a problem within your credit union. However, when you allow for those tough conversations, uncomfortable questions and fresh ideas that challenge the way you’ve always done things, it will result in a trusted, mutually beneficial, long-term relationship. Allow your agency to challenge you to find that unmet need that led to their hiring in the first place.

After working with credit unions for almost 15 years, the Your Marketing Co. team has seen the patterns that lead to success and developed a time-tested formula for breaking through the obstacles holding you back from growth. It’s not easy, but the payoff is becoming a high-performing, best-practice credit union that becomes an asset to your members and community. Want to learn more? Email bo@yourmarketingco.com.

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Reh Harvey

Vice President of Digital Strategy

Reh Harvey, our Vice President of Digital Strategy, leads with diligence and fervor. Having previously been a member of Team YMC, he is excited to return to such an amazing culture and even more amazing people (his words)! Through his experience in the marketing world, he’s found the key to success is to stay on the cutting edge and to always keep evolving.
Although originally drawn to marketing for its lack of math, Reh now finds himself doing more math than he would’ve bargained for. But his self discipline and positive attitude make it easy for him to laugh and take it in stride. Hoping to one day visit Japan and enjoy some premium Sushi, Reh lives life by his creed: Be a good human. Do good work. And above all, just keep going.

Hailey Madej

Graphic Designer

As YMC’s in-house Graphic Designer, Hailey possesses an eye for detail and a drive to innovate. It’s no surprise though since being creative runs in the family! Inspired from an early age by her mom’s work as a Graphic Designer, Hailey is a seasoned expert whose talents bring vitality and accessibility to every project. As a UX/UI designer, she expertly blends the intuitive and the creative for all to enjoy.
In addition to the occasional freelance project, Hailey also lends her abilities to supporting art initiatives within her community, such as the Belleville Mural Project. Her favorite aspect of joining the YMC team is the friendly, uplifting culture and breadth of design tasks. When it comes to marketing, she believes in pushing boundaries and maybe breaking some rules to capture her audience’s attention. Her advice to those just starting out? “Always seek quality over quantity.”

Dexter Ochoa

Development Assistant

When it comes to blending logical thinking and creative problem solving, Dexter’s abilities are undeniable! Beginning his career as a Web Developer, he’s no stranger to the wide world of Marketing and Advertising. Calling Biñan City in the Philippines home, Dexter has a burning desire to visit the Alpine peaks and valleys of Switzerland. While that journey may be far off, he is still no stranger to international travel. While visiting Japan, he was able to enjoy his favorite delicacy: Sushi and Sashimi. He also learned unexpected facts about Japanese Yen, specifically that it has special markings for the blind to know its value!

Living life by his motto to “Do good even if the world is unfair,” Dexter would also advise his younger self, “It’s hard, but you’re doing good!” Whether he’s enjoying a cup of coffee in the morning or the occasional Pale Pilsen in the evening, Dexter is eager to work with the talented professionals of YMC, and we’re just as eager to add his talent to the team as well! His marketing words of wisdom? “Be creative, and just do what you want!”

Andrew Wyche


Hailing from the NC state capital (that’s Raleigh if you didn’t know), Andrew is YMC’s Copywriter extraordinaire. That’s why he knows that “The verb form of ‘reconnaissance’ is ‘reconnoiter.’ The former is, strictly speaking, a noun.” Seriously, he knows his words and he’ll use those words to get bold and weird (in a good way) with his copy. Fuelled by a love for pasta, shellfish, a good single malt, or a meal consisting of all three, Andrew navigates life with a motto engraved in his heart: “Choose kindness. Always.” It is this guiding principle that has led him to explore the realm of marketing, driven by a desire to connect with people in meaningful ways. As he continues to chase his dreams, one bucket list item stands out above the rest – a pilgrimage to Scotland. With his heart set on adventure and his pen poised for creativity, Andrew’s journey is far from over.

Alex VanHaasteren

Senior Web Developer

Alex is YMC’s Senior Web Developer and, as the title suggests, she is an absolute pro! While she initially started in graphic design – working long and hard to expertly bring concepts to life – she also felt drawn to technology and applying her natural ability to problem solve. Web Development proved the perfect blend of her creative passion and technical savvy.

When Alex is out with friends – including her YMC colleagues – she’s up for Greek cuisine or some good pulled pork BBQ washed down with Diet Coke. Or an Old Fashioned, if the occasion demands. Someday, she hopes to go to Africa on a safari. Hopefully she’ll see a giraffe in the wild, because – as she’s pointed out – its neck is too short to reach the ground!

When she isn’t jamming out to T-Swift, she’s happy to impart some marketing words of wisdom, “Aim to create something unforgettable.” For day-to-day inspiration, she would remind you of two fundamental truths: You decide your happiness, and Ice cream is its own food group—not just a dessert.

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