Is Your Strategic Plan "Snackable?"
Do you like M&Ms? They’re definitely a favorite snack of mine - small, easy to swallow and you’re able to finish a...Read More
Seta clear vision for your team so everyone works toward the same goal over the next 24 months. And, celebrate together when you get there.
No matter how much the market changes, your brand needs clarity and consistency. Take the time to build the right brand for your strategic goals.
A 24-month program should set up your financial organization for success for decades to come. Invest in your leaders now so they’re prepared to carry the organization long after you’re gone.
We’ll assess your current marketing efforts and make recommendations so you can see immediate results.
You’ll work together as a leadership team to define why you exist and how you should make decisions.
We’ll help you identify target audiences and craft a brand message that resonates with your staff, members and community.
You’ll operationalize your brand and create sales and service standards that help grow the bottom line.
We’ll help you equip your managers so they have the skills to lead organizational change.
CEO, Kelly Community FCU
$147 million assets
CEO, Brazos Valley Schools Credit Union
$1 billion assets
CEO, Heart of Louisiana Credit Union
$144 million assets