While I can't possibly know what they were thinking, here's what I saw that worked

To become a CEO, think like a CEO

For most of us there is a process to career success. First we need to establish our footing, then learn the ropes, demonstrate our talents, and gradually move up the corporate ladder until we reach the very top. After all, becoming CEO is the ultimate goal, isn’t it? But only so many people can make…

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A few tips for balancing strategy with resources to get the biggest bang

Bracing yourself for CU budget season

All across the land, credit union marketers are polishing up their crystal balls, sharpening their pencils, and gearing up to face the most fearsome beast of all: next year. Following are a few tips for balancing strategy with resources to get the biggest bang for your members’ hard-earned bucks — and your time and energy.…

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ICYMI: In case you missed it

In Case You Missed It (Vol 4)

In Case You Missed It is our way of cutting down on those “Did you see this?!” emails that we kept sending each other. Instead, we’re sharing the best of these tidbits and insights with all of you. If you like this kind of thing (or don’t), feel free to let us know or join the conversation. In the meantime,…

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Should a credit union become a data cooperative?

Data Cooperative: Big Crazy or Not-So-Crazy Idea for CUs?

While many credit union boards and C-Level staff still appear stuck in traditional ways of thinking about who they are and what they offer, at least a few CUs seem to be in an all-out sprint toward a new digital future. My only concern is that this particular race to the future is going to…

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Every CU (especially smaller CUs) should have a CMO

Credit Union CEOs need CMOs ASAP & PDQ

One of the great things about working with credit unions of every size all over the country is that they’re all so different. Every CU has its own interesting culture and unique way of doing things. And one of those very telling differences is the role of marketing in the organizational chart. What’s the title…

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Credit unions and young people should be a natural fit, BUT...

What young people actually want (part 2)

A few weeks ago I started asking the young people I know about the things they want from a financial institution. I received a flood of opinions and wrote up some of their main ideas, but now it’s time to get specific: Credit unions have an awareness problem, particularly with young people. Credit unions and…

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Legacy thinking is one way to think longer term.

It’s never too soon to think about your legacy.

In life, there seems to be an innate human desire to make a lasting impact. Sure, your ego wants to be remembered, but you also want to accomplish things that will truly help others in the future. It’s both selfish and unselfish. And that’s OK. Legacy thinking is one way to think longer term. While…

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small CUs have a secret weapon

How small credit unions can start thinking big

Small credit unions have a special set of marketing and brand challenges. Budget and time limitations are pretty obvious, and keeping up with technology is always challenging. If you’re a one-person marketing department, or even a part-time marketer wearing a few other hats, here’s how to start thinking about your growth strategy, marketing, and brand…

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What if your credit union could make digital moneyeasier and safer?

Free product idea: Digital Life Accounts

Just handing over paper money is sooooo 2010, and it’s honestly just a little icky these days. Like most modern humanoids, I live a more digital life. But it’s a little like speaking multiple languages; everyone needs more than one payment method on hand in order to have the best odds of aligning with another…

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People are looking atwhat you say and comparing it to what you do

Would YOU buy from you?

Online shopping has exploded this year, for obvious reasons. But because people have more time available, they are also doing a lot of online research, making sure they buy products from companies they like. They also apply that same process to other decisions – such as deciding where to get a loan, or determining which…

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