How To Successfully Launch and Live Core Values

A core value is a principle that guides an organization’s internal conduct as well as its relationships with the external world. Companies that are guided by those core values tend to have greater success. Think Zappos, Toms Shoes and Chick-Fil-A. Every financial...

The Cost of Not Planning

In chatting with a financial institution CEO recently, they said they were going to cut doing a strategic planning session from their budget in the upcoming year. Why? The board felt they needed to control expenses and not doing a planning session (or using a...

Tear Up Your Marketing

During the Louisiana Credit Union League’s recent marketing conference, Taylor Wells, Matt Purvis and myself had the opportunity to conduct a “Tear it Up” session.” Attendees brought various marketing pieces to the workshop and then panel offered their feedback...

Own the Circle

There are many things we want to own in life: a car, a home, a pet. As a bank or credit union there are also things we want to own: success, profitability, and our customers’ or members’ business. For financial institutions, there is something else we should strive to...

Stop Lumping X & Y Together

Everyone is different and every generation is different. Marketers certainly know that. There is a seismic gap between the Mature Generation and the Millenials. Even Baby Boomers and Generation X have their fundamental differences.                         However, too...

What Leads to Marketing Success

“Mark, you will always be a failure in marketing.” Those words echoed through my ears as my boss at the time (the vice president of marketing at a large financial institution) uttered them. I was a lowly marketing coordinator at the time, just one year out of college....