Strategic Breaking Points

Breaking points. We all have them—both personally and professionally. My breaking point tends to occur after several straight weeks of being on the road and away from my family. There are only so many delayed and cancelled flights a person can take. I’ve seen a few...

Creating a Sales Monster

This is Halloween week. A time for ghosts, haunted houses, tricks or treats. And monsters—lots of monsters. Some banks and credit unions allow their employees to dress up on Halloween. In some cases, there is no telling what costumes they will wear to work: Dorothy...

Where to Start Your Strategic Planning Sessions

In recent strategic planning sessions for two different clients, I was visiting with the respective CEOs prior to the session. In each case, one of the outcomes both of them desired was a definition of success. They more or less said, “We need to define what success...

Move Fast or Don’t Move at All

When it comes to change, most credit unions and banks move slow. Like glacial slow. We conduct focus groups, we examine reams and reams of MCIF and demographic reports and we talk about issues without resolving them. A great deal of “blah, blah, blah.” Your credit...

Training Cuts Hurt Your Bottom Line

With three quarters of 2013 behind us, budgets are getting smaller and financial institutions are starting to look at which expenses they can shift to next year. Will external training be one of the first line items your financial institution delays? Many businesses...

Budget Priorities for 2014

Fall is a love/hate relationship for credit union and banking marketers. Love football season—hate budget season. Love falling leaves—hate falling budgets. Love cool temperatures—hate hot budget conversations. Yes, it is indeed budget season in many credit unions and...

Need $10,000? Think Prize 14 Deadline Approaching

It’s that time of year again! The annual CO-OP THINK Prize is upon us and entrants have until October 15 to complete their round one application and become eligible for the $10,000 grand prize. The THINK Prize encourages visionaries to submit their ideas for pushing...