Make Focus Your Focus In 2015

Happy New Year! As you start this first week in January my guess is your “To Do” list is quite lengthy. Not just your daily tasks (check e-mail, motivate your staff, attend a management meeting, etc.). But also your 2015 list of goals to help your bank or credit union...

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...