The latest from John Pettit

- by CRMNEXT

Everyday financial education and planning with Anders Jones

Let’s get fit…financially fit that is. Doctors building relationships of trust = healthier patients. And Financial Institutions building relationships of trust with customers and members = serious financial wellness. This ...

- by Marc Rapport, CreditUnions.com

How to carry on culture in a work-from-home world

Thanks to a desktop planning exercise for a global pandemic that leaders of Greylock Federal Credit Union ($1.4B, Pittsfield, MA) conducted in January 2020, the Massachusetts cooperative was as ...