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.
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.
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.
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!
Originally posted in CUTimes A few weeks ago I had lunch with a former colleague I worked with at First Tech Federal Credit Union. She