Santa Learned to Cross-sell

santa hat on a deck by a pool

Santa Learned to Cross-sell (and Your Frontline Can Too) Did you get a chance to see your local Santa Claus this year? If so, how did he seem? Was he excited to mingle with kids and kids-at-heart, or was he bored out of his mind? Was his “Ho ho ho!” heartfelt, or did his festive […]

What is the Worst Mistake Your Credit Union Can Make?

Woman working out on exercise bike at the gym

When it comes to your credit union’s marketing, what’s one of the worst things that can happen? Creating an ad that you think is awesome—only to find your masterpiece at the center of a social media uproar due to its perceived offensiveness. That scenario may sound far-fetched, but I’m willing to bet that most of […]

What Are You Scared Of?

Young nervous woman looking at smartphone and biting her fingernails at home.

“We’ll do more to avoid pain than to gain pleasure.” Whether we’re talking about our personal experiences or professional endeavors, this insightful quote from Tony Robbins rings true. Think about your life at home and at work. We have goals. We have dreams. We also have fears. And all too often, our fears keep us […]

Here’s One Thing You Can Do Right Now to Succeed in 2020

Bubble gum stuck to the bottom of a shoe

What have you done this year? Was it different from what you did last year? Was it more of the same? Most importantly, did it help you achieve the results you wanted? If not, what are you going to change next year to make sure you don’t repeat that lack of success? Maybe you’ve spent […]

Want to Grow Your Credit Union Membership? Do This First.

hands shaking

I recently facilitated a two-day planning session for a credit union, and before the meeting began, the CEO shared his primary goal with me. “If we don’t accomplish anything else in 2020,” he said, “we need to grow membership.” With this goal in mind, he was eager to discuss strategies that would bring in new […]

Solving a Problem? Here’s the one question you MUST ask first!

communication

Answers come fast. When times are tough or something bad happens, it seems like there’s always a line of people waiting to offer advice. Everyone has an idea. Everybody has an opinion. But do any of them truly understand what the problem is? Probably not. After facilitating strategic planning sessions for financial institutions over the […]

Hurricane Reflections: If You Want to Grow, You’ll Need to Change.

hurricane river

As I write this, I’m sitting in New Orleans near the banks of the Mississippi River, banks that Hurricane Barry recently threatened to overflow. Fortunately, the Big Easy didn’t experience a catastrophic storm surge, but the rising waters did cause me to reflect on a statement that a board chair made as we kicked off […]

Considering a Merger? Do This First!

I recently had the pleasure of speaking with the CEO of a $20 million credit union. After learning about the results they’re seeing, I exclaimed, “You’re doing some amazing things for a credit union your size!” Wanting to know more about what led to their recent success, I asked for some background on the credit […]

Break Free from Fear-Based Strategic Planning

When I encounter resistance during a strategic planning session with a credit union, I know it’s time to pause, regroup, and gain perspective. Resistance rarely happens because the board and leadership team don’t care; it’s surfaces because fear is making them freeze. In most of these sessions, we introduce ideas that are so different from […]

If You’re Writing Off Millennials, You’re Missing Out!

“They are a generation of coddled infants who developed into demanding tyrants.” This quote sounds a lot like the statements I hear veteran board members make about “those damn millennials.” While the line certainly seems to capture a popular sentiment about Millennials, it wasn’t about them at all. Written in 1968 by Lisa Hammel of […]