Meet Julie
For the credit union movement to thrive, business development needs to be a team sport. Consider me the coach. I design strategic business development and sales plans that rock growth goals.
CONSULTING
Whether business development or sales, I believe in crafting strategic processes that have legs. How can we do one more thing to follow up, to keep creating openings that build trust and loyalty with our existing members while also getting new members in the door.
SPEAKING
My focus is simple: How to build solid relationships. How can credit unions find more ways to create and act on opportunities that make a real difference in members’ lives and in the local community. Speaking sessions are customized based on your needs and the audience.
BD TOOLS
Sometimes you just need turn-key solutions at a budget friendly price to help reach more prospective members, define members’ needs and help members reach their financial goals. These tools help fuel growth!
BD NOW Innovation Summit
Here’s your official invitation to save the date! Join us in Portland, Maine, for a dynamic think-tank where groundbreaking ideas take flight, inspiring positive change
Onboarding for Impact
The 5-week virtual onboarding program is designed to equip newer business development employees with essential skills and knowledge for relationship-building, promoting financial well-being, and understanding
Contact me
503.267.9727