BUSINESS DEVELOPMENT TOOLS
THESE TOOLS FUEL GROWTH
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
LEAD GENERATOR
We can help you fill the sales funnel with creative table day concepts that will draw crowds to you.
Be memorable. Be personable. Be awesome.
OPERATION MONEY SMART
With Operation: Money Smart, you share the many ways your credit union can be their Money Smart Headquarters. The classic game, Operation, will be on the table and ready to play. A Money Smart Quiz will help attendees determine what they can do to become money smart! It might be debt consolidation, starting a savings account, investing, or purchasing an automobile or home at your credit union’s low rates. It’s a highly engaging atmosphere that is sure to be a hit.
TURN UP YOUR FINANCES
Empower your members to save on their loan rates by changing things up in their financial lives and creating their dream mixtape of great credit union products. Appeal to their nostalgic side with table decorations from the Amazing 80’s, as they learn more about great options for mortgages, auto loans, home equity loans and lines of credit, and more! Also, the totally rad giveaways and prizes are sure to be a hit.
EDUCATIONAL WORKSHOPS
Forty-four percent of Americans don’t have enough cash to cover a $400 emergency and 56% of American adults have less than $10,000 saved for retirement. Consumers are looking for a road map. Credit unions can help. Our turnkey tools can help your organization become the financial education resource your community needs.
I take the work out of creating a workshop with customizable presentations with notes, worksheets, announcement materials, emails and evaluation forms. We customize each presentation with your fonts, colors and logo.
BUDGETING WORKSHOP
Your members will learn how to create a healthy budget for your happy goals, setting short, medium and long term goals, finding spending limits and budgeting tips and tricks as well as handouts and worksheets to help them get there.
CREDIT WORKSHOP
Your members will learn how lenders make decisions based on credit reports, how to build, rebuild, maintain and increase a credit score, and consumer rights and responsibilities. Members will have the opportunity to make an impact on their financial health.
ID THEFT WORKSHOP
Your members will learn how identity thieves work to get personal information, signs an identity has been stolen, tips for preventing ID theft and the steps to take if victimized by identity theft.
Contact me
503.267.9727