BLOG

Your Brand Doesn’t Have To Be Scary

While working with a client during a recent brand workshop, a member of the credit union leadership team offered a sage comment. After two days of intensive brand education and discussion, he kicked back, smiled and said “You know what? I learned branding isn’t really...

read more

Strategic Planning and the Power of No

After many years of helping facilitate bank and credit union strategic planning sessions, I can safely say one thing: people love adding to their "to do" list. For the most part, this is a good thing. After all, that's what strategic planning sessions are all about –...

read more

Breaking Brand Habits

"So in the majority of other things, we address circumstances not in accordance with the right assumptions, but mostly by following wretched habit.” – Musonius Rufus, Roman Philosopher Habit. Routine. The way we do things. The way we've always done things. It's all...

read more

Growth Is Not a Strategy

Ahh, strategic planning. That fun time of year when every bank and credit union gathers its key leadership team and stakes-out a roadmap for the future. Goals are discussed, dreams are debated and (hopefully) most folks leave the table feeling heard and that at least...

read more

Banned Crutch Words for 2018

Every bank or credit union has its own unique way of handling internal communications. How well you communicate with staff has far-reaching implications, including your culture and brand. However, there are good ways to communicate and not-so-good ways to communicate....

read more

Service Is More Than Being Nice

Talk to any credit union or bank executive for more than five minutes and more than likely the topic of a sales and service culture will arise. Phrases like “what makes us different is our service,” “we focus on serving our consumers and not selling to them,” or “we...

read more

Is Your Marketing Plan Drifting?

Most marketers start the New Year running. We get our track shoes on and we begin implementing all those creative plans we put together in the fourth quarter last year. But before too long other priorities other than our marketing plan arise. If we are in financial...

read more