How to Have Your Best Planning Session Ever

How to Have Your Best Planning Session Ever

Before you know it, strategic planning season will be in full swing. Every bank or credit union takes time to build their plan for the upcoming years. But do they do planning well? Sometimes we leave those strategic planning sessions frustrated, uninspired or even...
It’s 1-2-3 Strikes You’re Out … Or Is It?

It’s 1-2-3 Strikes You’re Out … Or Is It?

Have you ever wondered how many strikes you get with your customers or members? How many times can your financial institution make mistakes with the same person’s account before that person gives up on you? A colleague of mine was talking to me recently about a series...
Rise with Leadership by Lowering Leadership

Rise with Leadership by Lowering Leadership

John Maxwell writes, “Everything rises and falls on leadership.” Think about: everything at your credit union or bank rises or falls on leadership. Take it a step further: everything in you department rises or falls on leadership. If your financial institution is not...
Read This Book to Grow Revenue 15%

Read This Book to Grow Revenue 15%

In today’s challenging financial environment, credit unions and banks are squeezed more than ever when it comes to making money. Long gone are the days with a six-point spread between interest rate deposits and loans (does anyone other than a historian even remember...