3 Ways to Avoid the Credit Union Strategic Planning Slump

yellow person with teal computer at gray desk

A few federal holidays here and there. Team member vacations need to be covered in the branch. Your own vacation if you’re lucky. Not to mention you’re stuck in that weird limbo between your last credit union strategic planning event being so many months ago, and you’re next one too far away. What’s the sense […]

3 Things Killing Credit Unions En Masse Right Now

blue angel with yellow wings and grey book or clipboard

When a company or organization dies, one commonality among the majority is comfort. As I type this, I’m mighty comfy sitting in my plant room in my vintage Woodard rocking chair overlooking my garden. That’s not the kind of comfort I’m talking about though. It’s the comfort that comes from never changing a thing within […]

Has the Credit Union Mantra Become Merely Credit Union Marketing?

teal hand grabbing a yellow hand

People helping people. Those are big words, meaningful words. They carry weight. Do your credit union’s brand actions align with that mantra? Do they align with whatever other promises your make in your mission, vision, and brand? More than a century ago in 1910, Theodore Roosevelt reminded his fellow citizens of the critical distinction between […]

Calling Out Cowards in Credit Union Land

yellow person crying has a teal outline

You’re a coward! Yes, you! “It takes one to know one.” Indeed, it does, which is why I feel confident in calling you out. Because much like you, I hate tough conversations and big decisions. I loathe big, time-consuming projects and taking the long road to avoid the inevitable high costs of corner cutting – […]

The Secret To Credit Union Strategic Planning

multicolored question mark speech bubbles

There’s one rule I ask each of my clients to abide by, with no exceptions, whether it’s credit union strategic planning or strategic marketing for our clients. That rule is: Ask a freaking question. Think about this. When you make the statement “we need to grow loans” the natural response of those in the discussion […]

3 Things Credit Unions Must Know About Social Media

teal computer with yellow social media icons all around

What would you do if Facebook disappeared tomorrow? It’s a question I posed to my social media team last year and a question that is more relevant today than ever. As the founder and leader of a credit union marketing firm closing in on 15 years of success, I’m constantly aware of the need to […]

My Challenge To Credit Unions Stuck In The Velvet Rut

yellow doodle person in a teal hammock between two gray blocks

As a leader, it’s so easy to get comfortable. The status quo is comfortable. You can minimize the inconveniences. You easily hand off the stuff you don’t want to do or don’t like to do. You’ve found a good rhythm; you enjoy your groove, and you never want to leave your spot. You’ve found that […]

Do This ONE Thing to Get Your Credit Union Marketing Unstuck

three people cheering each other on wearing teal shirts

“Our credit union is the best deal in town, but we’re not growing members!” “Why are these other credit unions growing, and we’re not?” I cannot stress enough the importance of building your credit union around your ideal member or affinity group. But first, how do you identify the right ideal member? “Millennial with a […]

Save Your Credit Union From Death by 1000 Cuts

teal pair of scissors cutting yellow paper

It’s been said many times, in many ways: “You can’t cut your way to growth.” Pruning expenses for things that no longer serve you well is a necessity, but when cuts are made to grow the bottom line, you’re looking at the wrong solution. WAIT! Of course, the credit union marketing guy is trying to […]