How to Get BIG Results from Your Strategic Planning Session

drill drilling into a piece of wood

Effective strategic planning events are one of the main differentiators between underperforming credit unions and healthy, growing credit unions. However, making an event effective requires more than simply showing up and putting some dreams on paper. Before diving into the best practices that growth-minded credit unions follow, let’s make two things clear. First, this is the most […]

Do We Need Small Credit Unions Anymore?

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The world has changed drastically for small credit unions. Get straightforward advice on how to lead change – plus a free download that will help reshape what is possible with your team.

One opportunity you can’t waste

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An astonishing 44% of Americans plan to apply for a store credit card this holiday season, according to a new report from LendingTree. That’s up from 32% in 2019 and 24% in 2018. However, of those same people surveyed more than half (56% to be exact) say they’ve regretted getting a store credit card in […]

The 5 Must-Haves for Your 2021 Marketing Plan

typewriter with 2021

The 5 Must-Haves for Your 2021 Marketing Plan I was helping one of our credit unions map out their strategic marketing goals today, and a pesky earworm entered my brain. You know… a catchy tune you just can’t shake out of your head. There’s a great, big, beautiful tomorrowShining at the end of every dayThere’s […]

One Immediate Change To Your Credit Union Marketing

cigars laid out in a line

When it is time to create your credit union’s next marketing campaign or write messaging and you’ve got zero ideas or no inspiration, take some tips from Teddy Roosevelt and make a paper cigar. Hear me out. Teddy Roosevelt was a man of improvisation. He knew his paper cigars. This allowed him to explain the […]

Boost your Credit Union’s Marketing Message

fountain pen on paper

Do this 1 thing to boost your credit union’s marketing message Be concise. That’s it. Blog done. No, really: Could you persuade someone to join your credit union in 50 words or less? The average human attention span is just seconds. That’s how long you have to grab their attention. How about 35 words or […]

Brand Repositioning in Uncertain Times

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Brand Repositioning in the Midst of a Record Economic Drop  Would you characterize your credit union’s response as “survival mode” to the worst drop on record for the U.S. economy? All hands on deck! Behaviors change, systems are abandoned, and your branding and marketing strategy is now in limbo. The unfortunate truth is many credit […]

Reboot Don’t Redo

strategic reboot don't redo reboot your plans - Plan B against plan A. A man holds a burning sticker in his hand as a symbol of the fact that the plan has failed and something has gone wrong.

Reboot Don’t Redo Your Credit Union’s Strategic Plan in Response to Coronavirus “How do you know if you’re making the right move?” That was the question Yvon Chouinard was asked several years ago at a conference. His response: “It’s a lot of gut instinct. If you study something to death, if you wait for the […]

How To Start an Office War While Working Remotely

Pensive young modern woman working remotely from home

Give me an example of drama in your workplace, and I bet there’s a 90% chance we can trace that issue back to poor communication—or lack of communication entirely. Last week, I was meeting with a leader who shared an issue she was having with one of her team members. Summarizing her experience, this leader […]

3 ways to help your members (and prevent delinquency) before they know they need it

Mature financial planner sitting at his desk in an office working online with a laptop and going over documents

“There is no greater loan than a sympathetic ear.” – Frank Tyger With many credit unions closing their lobbies and opting for drive-thru transactions and electronic servicing to practice safe social distancing, remember that this is a great opportunity to deepen relationships and increase member loyalty through proactive advising and empathy.  Many members are facing […]