Resolving To Build a Successful Strategic Plan

Note: This article first ran in CU Times. According to the Alliance Professional Group, 70% of strategic plans fail. You read that right: 70%. My guess is the number is at least that high in many credit unions. Think of your last (or current) strategic plan. How many...

Tips for the New Bank or Credit Union Marketer

So, you just landed a job as a bank or credit union marketing professional. First of all, congratulations. In this day and age and with the current economy, your hard work and determination is commendable. Now the real work is about to begin. As someone who spent...

Do Consumers Buy Your People or Your Institution?

When it comes to financial products and services, do consumers buy your people or your institution? According to the book People Buy You, it’s all about your salespeople. Author Jeb Blount goes into great detail about how to have success in sales. Everyone who is in...

Your Planning Horizon

In a recent blog post (Strategic Planning in Banking: What a Joke), Ron Shevlin noted the following: “Q. What do a lot of banks and (especially) credit unions do every year at strategic planning time? “A. They go through the charade of defining a “strategy” for the...

Contact Me

Do you have a thought or question you would like to share?  I look forward to hearing from you.  Use the form below to post a thought or comment and I will follow up with you.  You can also give me a call at 214.538.4147 I look forward to the...