When working with branch managers, MZ Bierly Consulting refers to relationship development skills as a progression that involves four stages. “We are very careful to use the word progression as it implies that you are [...]
by: Tim Mislansky I’m always on the lookout for Credit Unions being memberlicious. I recently ran across a report from Callahan & Associates called Modern Mortgages for Members. It’s a great read as [...]
What can we learn about the shopping habits of millennials from the growth in popularity of digital gift cards? by: Erik Payne This weekend my little brother (he’s 20) emailed me his Christmas List. [...]
by: Ron Shevlin The Financial Brand recently reported on a study conducted by GOBankingRates which found that a little more than half of consumers–56%–indicated that they have a “main concern” about mobile banking. [...]
by: David Gibbard I was reading an article authored by Marc Rapport, senior writer at Callahan & Associates, called “All For One or One For All?” comparing the different technology strategies of two credit unions [...]
by: Emily Lange Rodecker As part of a 3-part series, we’ll be exploring the various ways financial advisors can gain leads through social media and work to expand their businesses and gain new customers. [...]
My neighbor’s basement recently flooded. Only about 4 inches of water… but it did a number on her belongings. Fortunately, she had sump-pump overflow coverage (something all homeowners should consider), so insurance paid for [...]
Credit unions have been hearing dire warnings about impending rising interest rates from all manner of huffing and puffing pundits for the last few years. But what has happened? Nothing. Rates haven’t risen as [...]
According to the most current CUNA economic forecast, 2015 is supposed to be one of the healthier years in recent times. The US economy is expected to grow 3.25%, with unemployment predicted to fall [...]
I hope everyone had a wonderful Thanksgiving. I wanted to share with you a couple articles I came across that highlight the importance of gratitude, which is so important to achieving success. “People who approach [...]
You might unite and ignite the CU movement. by: Dana Murn-Kohal Remember the children’s book If You Give a Mouse a Cookie? In that story, giving the mouse a cookie sets off a chain [...]
When a new piece of financial services technology launches, credit unions are notorious for waiting a bit until it's proven -- and then they're usually all in to adopt. Well, a new piece of payments [...]
John Maxwell once said, “everything rises and falls on leadership.” If Maxwell were a CEO of a financial institution he probably would have said “everything rises and falls on the branch manager.” One of the [...]
by: George Lawton In October I attended DMA 2014 (Direct Marketing Association’s annual conference), where there were over 2200 attendees representing 30+ countries; tons of interesting sessions. Understandably, you couldn’t escape the preponderance [...]
It’s the time of the year to be thankful, right? Family, friends, lots of great food to share and enjoy together. I think as I get older I become even more thankful for the [...]
