Should Credit Unions Take the Easy Way Out?

Boeing 737-800 landing to Haneda International Airport in Tokyo, Japan.

In many organizations, credit unions included, marketing is viewed as the primary driver of success or failure. Loans are down? Must be marketing. Bad reviews online? Blame marketing. Goals aren’t being met? You guessed it—marketing. Now, while marketing certainly plays a role, an organization’s success always relies on a variety of factors. Sure, marketing must […]

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 […]

A Time to Reflect

Start Up Team Of Freelancers In The Office Planning

A Time to Reflect on 2019 The start of the year is a great time to evaluate what we accomplished in the past year and what we hope to achieve in the new year—or in the case of 2020, the new decade. As a participant in the Future Leaders of YMC program (FLY for short), […]

New Ways to Add Value for Your Membership

Image of a shocked young beautiful woman posing isolated over pink wall background play games by mobile phone.

I’m kind of an app freak. Well, really, I am a rebate, savings, make some money on the side app freak. I love them. My obsession began a few years ago when I was trying to do a “fun apps to help save you $$” newsletter article. I downloaded, tested them, hated some, loved others. […]

Your Credit Union’s Cinderella Story

tennis ball

Your Credit Union’s Cinderella Story I play in a tennis league where last season I went 4-1, and this season I’ve started out 2-0. I got a backhanded compliment once (no pun intended) that I was the “largest gazelle” they had ever played. Well… I am a man of “larger carriage” and I can cover […]

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’s Wrong and What’s Right with Strategic Thinking

Skyscpae look out from Airplane windows

Strategic Thinking Imagine you are in an airplane flying coast-to-coast, cruising at 30,000 feet. There are the mountains and valleys, cityscapes with twinkling lights, barren land and farmland – and let us not forget those little circles on the ground (they are center-pivot irrigation systems, by the way). You can see a lot… albeit a […]

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 […]

5 Cents

Best friends taking selfie at city tour trip - Happy friendship

Put in my…5 cents…? What the what? It used to be 2 cents. When did inflation start affecting sayings? I am certainly more than willing to put in my 2, 5 or even 25 cents – not sure if my opinion is worth that but I’d throw some change in to give my say. Honestly, […]

Credit Unions and Corporate Social Responsibility

Volunteers walking together

What’s Wrong with Credit Unions and CSR During one of our credit union brand development projects, the topic of corporate social responsibility arose, and I got push back from the CEO. “It seems like every organization says they are giving back to some charitable cause,” he said. “I don’t see the value in it. We’ve […]