5 Tips to Getting More Loans.

5 Tips to Getting More Loans.

Most credit unions and community banks list increasing consumer loans as a top goal for 2019. They are the lifeblood of better earnings. Since I’ve spent lots of time working with clients on this goal, here are 5 Quick Tips I’ve learned that will boost your loan volume. Some may … Continue reading

The Marketer’s Resolution: Be Proactive in 2019!

The Marketer’s Resolution: Be Proactive in 2019!

As a credit union, you can never perform too many Random Acts of Kindness. They make everyone feel great and help you engage with members, community and your employees. However, you never want to be the credit union that thinks “Random Acts of Marketing” will help you reach your goals. … Continue reading

STOP SELLING! Start Engaging With Valuable Content and Watch What Happens.

STOP SELLING! Start Engaging With Valuable Content and Watch What Happens.

Without a doubt, people today are looking for companies to provide them with valuable content. They are no longer interested in you disrupting their life and selling to them. When you provide content that helps people make informed decisions about something in life that is important to them, you have … Continue reading

The Core Elements of a Marketing Plan

The Core Elements of a Marketing Plan

A well-written Strategic Marketing Plan is an important part of the future of your credit union or bank. Without a plan in place, marketing becomes reactive instead of proactive. We’ve created a short paper titled “The Core Elements of a Marketing Plan” that we hope will be useful in your planning. … Continue reading

Boost Your Leads and Closed Loans With This Strategy.

Boost Your Leads and Closed Loans With This Strategy.

Almost every credit union is seeking new loans. Loans are a great way to attract new members and when someone takes out a loan, in most cases they are immediately profitable. If you are looking to target non-members from your community for Home Equity Loans, Auto Loans, Credit Cards, Personal … Continue reading

How Healthy Is Your Credit Union’s Future?

How Healthy Is Your Credit Union’s Future?

During my brisk evening walk last night I noticed these two trees. I had to stop and take a picture. I’m guessing originally they both had the same start. The same amount of water, sunlight and opportunity to flourish. However, it’s obvious that something went wrong along the way for … Continue reading

No Money for Marketing Is a Bad Excuse!

No Money for Marketing Is a Bad Excuse!

One of my biggest frustrations during meetings with potential clients is when they tell me they don’t have “much money” for marketing. Budgeting sufficiently for marketing is not an option. In fact, without a solid marketing plan and realistic budget – how are they supposed to grow? What’s even more … Continue reading

Every Credit Union Is On 1 Of 3 Roads

Every Credit Union Is On 1 Of 3 Roads

Road #1 – The Road to Greatness and Growth. Credit unions that choose Road #1 are excited about the future. They may be challenged by change and disruption, but refuse to be overwhelmed by it. Learning new things provides excitement along their journey and they are willing to take reasonable … Continue reading

Improving the Member Experience

Improving the Member Experience

The success and survival of your credit union depend on focusing on the member experience. Improving the member experience should be a realistic and sincere goal so here are five things you can do to achieve it: See Things Through The Member’s Eyes – How do people interact with your … Continue reading

Reaching Millennials

Reaching Millennials

Marketing to Millennials the Right Way Millennials (born between 1980 and the mid-2000s) are today’s leading consumers. Having grown up in a digital era, nearly all 75+ million of them are used to instant access of knowledge, photos, updates, etc. There’s no doubt that Millennials are a generation all about … Continue reading

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