News Archives

Driving bricks & mortar awareness

Driving bricks & mortar awareness

Should your credit union partner with a coffee shop, an urgent care provider or even a bar to drive more traffic to your branch or just create more awareness? While some financial institutions have been [...]

What is a leader?

What is a leader?

I was selected for the Future Leaders of YMC in January. Being a boutique agency, we are fortunate to be nimble and provide opportunities for participants to create and execute their concepts in progressing the [...]

The banker will see you now

The banker will see you now

Walking into a credit union branch can be a gamble for members. Will it be crowded? Will the person working the teller line be able to handle a particular request? Will the time spent be [...]

Planes, armor and survivorship bias

Planes, armor and survivorship bias

My boss, Dan Berger, shared the following post on LinkedIn.  I love history, so the story caught my eye. And I wondered - how many lives did this gentleman save?. If you want more information, [...]

CUNA-backed SAFE Banking Act on House floor this week

CUNA-backed SAFE Banking Act on House floor this week

The House is expected to consider the CUNA-supported Secure and Fair Enforcement (SAFE) Banking Act (H.R. 1595) Wednesday. The bill would provide protections for financial institutions that serve cannabis-based businesses in states where it [...]

Kraninger pushes for axing policy intervention

Kraninger pushes for axing policy intervention

Consumer Financial Protection Bureau Director Kathy Kraninger emphasized the need for cost benefit analysis when it comes to solid policymaking Thursday ahead of a series of panel discussions focused on behavioral economics. In her opening [...]

Capitalize on declining mortgage interest rates…

Capitalize on declining mortgage interest rates…

The housing market is a fickle beast. It ebbs and flows, impacted by a number of economic factors, often leaving consumers and lenders alike absorbing copious amounts of information to try to best understand where [...]