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 […]

4 Reasons Your Credit Union Marketing Isn’t Working

gray person with big yellow and teal numbers above them

Marketing is difficult to do well, but credit unions that want to grow know it’s 100% necessary. You realize things could be (and should be) better and through trial and error admit marketing isn’t in your wheelhouse. You’re a great credit union leader, but either your background isn’t in marketing or you’re just too close […]

By the Numbers: A Credit Union Marketing Agency Helps You Grow Efficiently

gray person with x over head outside of multicolored doodles

Most credit unions consider outsourcing marketing simply as a cost savings on FTEs, but that’s just one piece of the advantage. True, the average salary of a credit union marketing specialist for a boutique credit union (less than $300 million in assets) is between $55,000 and $64,000. And that does not include the cost associated […]

Credit Union Charters – Are They Recyclable?          

gray caterpillar, yellow cocoon, and teal butterfly

My tank is full. I am inspired. I’m ready to get to work on credit union strategic planning, not just for my clients – I mean a collective strategic plan. All thanks to the many conversations I had at the most recent GAC. The energy and ideas that were discussed in many meetings are now […]

Which credit union will fold my underwear?

various colored doodled undergarments

Boxers or briefs? Doesn’t matter; it’s not exactly on the strategic plan for credit unions. What does matter is that during a recent stay at the Hay-Adams for my annual pilgrimage to GAC I had a very eye-opening experience in customer service. After checking in to the hotel I stepped out for a few receptions […]