Think Big With Your Brand

Every financial institution wants a strong brand. Duh. But how do you get there? According to Randy Schultz, brand evangelist and buzz initiator with Weber Marketing, you must think big with your brand. Randy and I had the opportunity to lead CUNA’s Credit Union...

Targets Drive Strategy

“The way you break through to the mainstream is to target a niche instead of a large market.” Sharp financial executives ask a lot of questions. “What is our vision?” “What makes us different?” “Should we offer this particular product?” “Should we open a branch in a...

Modern Leadership Lessons from Hannibal

“Hannibal was triumph. He embodied it as Hercules personified strength and Odysseus cunning.” Note: The following post was written by Taylor Wells, Communications Director for On The Mark Strategies.  Let me start by saying clearly, no, I am not talking about Hannibal...

Every Consumer Is A Mystery Shopper

Mystery shops provide invaluable feedback (both on your competitors and yourself). When conducting marketing audits or branding plans for our clients we typically mystery shop a client’s own branches and their competitors. The process includes walking checking out...

How Much Marketing Crap Is In Your Branches?

Credit union and bank marketers have a lot of good material. That’s the problem: it’s too much. Over time those good individual pieces pile up, pile up and pile up. Eventually it becomes a giant mound of … crap. And nowhere is that pile seen more than in the...

Are You an Order Taker or an Educator?

Do your employees take orders or do they educate consumers? What is your employees’ perception to this question? No matter what products or services our organization provides, we want our employees to go way beyond just taking someone’s order. We want them to truly...

Does Your Strategic Plan Chase Squirrels?

My 79-year-old mother recently had squirrel issues at her house. But not just AT her house—actually IN her house. She got home one day and noticed there was a hole on the outside of her house. So she called an expert exterminator (I guess a sort of “squirrel hunter”)...