What Does Your Credit Union Want for Christmas?
It’s Christmastime again, which means family and friends are running about making preparations for the big day. Shopping, cooking, cards, all that fun stuff. Many families will drop hints with children asking some variation of the age-old question “What do...
Four Budget Priorities For 2019
September is here. Leaves are falling. Football fans are cheering. Temperatures are dropping. And credit union and bank marketers everywhere are preparing their 2019 budgets. As we enter bank and credit union strategic planning season, financial marketers turn their...
How To Make Your Strategic Planning Goals SMART
Like the swallows coming back to Capistrano in the spring, the return of 100 degree days in Texas in the summer and yet another terrible Transformers movie (for Pete’s sake, Hollywood, please just stop it) sometime during the year, it will soon be time for your...
Daring Questions and Your Strategic Planning Session
History and tradition can serve as great comforters. They can also serve as detriments to your bank or credit union strategic planning session. Far too many financial institutions simply go through the paces when it comes to strategic planning, assuming the same...
Four Competitors to Compare
Whether you are conducting a strategic planning session, developing your marketing plan or creating your brand, knowing your competitors is a key to success. As Sun Tzu said in The Art of War, “If you know the enemy and know yourself, you need not fear the result of a...
1 Knowing/Doing Gap in Strategic Planning
Check out his third entry in our latest vlog series on strategic planning!
