Marketing with an Eye on the Prize

Business Charts & Graphs
Business Charts & Graphs
Business Charts & Graphs
Business Charts & Graphs
Business Charts & Graphs
Business Charts & Graphs




While not glamorous, project management is a key factor in keeping your focus on credit union goals. Everyone is prone to dealing with the crisis situation when it happens and putting other work aside temporarily. However, if time is not programmed for regular tasks and projects, everything becomes a crisis! Set tracking for easy updating – Be prepared for reporting results on demand. Using a marketing dashboard is a key tool. Also, a budgeting worksheet helps keep tabs on expenditures. …

Eye on the Success Factors

Running business guy
Running business guy
Running business guy
Running business guy
Running business guy
Running business guy




What is your vision of success? Do you have a dream or goal that is just out of reach? Since you are the business of “You, Inc.,” it is just as important to have a plan and goals to achieve them. Funny thing is, many people tend to set a few goals for the year each January with the good intentions of achieving them. However, within a few weeks or months, they disappear in the mound of work projects and …

Showing Your Marketing ROI

Business Charts
Business Charts
Business Charts
Business Charts
Business Charts
Business Charts




When you started in marketing, you may have been attracted to it so you could manage creative projects. With the fast evolution of technology, especially the social media networks and digital advertising, the marketing mix has continued to change and become harder to show direct results. In a Financial Brand article about how financial marketers are not ready for the future, there was a chart that showed “Budget” was the biggest marketing challenge followed by “Measuring performance and/or proving results …

Showing Your Results with a Personal Portfolio

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portfolio




If an opportunity presented itself to you today, are you ready to showcase yourself? How do you currently present your accomplishments in your career? Having an updated resume is a good start yet the best tool for talking easily about your successes is a Personal Portfolio. Why a Personal Portfolio?  Three key reasons to create one, both physical and online: The personal portfolio is a great tool to use during an interview, enabling the interviewer to see your work and …

Taking a Marketing Deep Dive into Data – 3 Must Have Reports

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For most marketers, looking at “the numbers” is not their favorite part of their jobs!  Having learned through the years how often I had to justify marketing expenditures and strategies to CFOs and CEOs, “the numbers” became my friends! Here are three reports that provide the initial insights: What do we have to work with this year? Report: Distribution of Members by Age Segment, overlaying loans and deposit dollars by the age segments. This report offers insights into what segments are …

Working the Opportunities with a Personal Marketing Plan

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If you have been in marketing for several years, one thing that can happen is that your creative muscle gets worked hard during office hours. That may leave little creative energy for later, when you are considering new ideas or work on fun personal projects that excite you. Very important is to have a focus on creating marketing for “You, Inc.”  And, you may be rolling your eyes as you read this, thinking that you’re not an entrepreneur, but you’re …

To Grow, Do You Focus on Lifetime Value or One-Offs?

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There are three dangers that come from setting growth goals in a strategic plan each year that not only may not be attainable, but more importantly are not grounded in developing new members once they join. First, there is the danger of being self-defeating by making up a number, like; “Grow membership by10%” after a year of attracting 3% growth. The second danger is not having a strategy for attracting members in the age segments necessary to bring in loans and/or …

What’s Your Growth Strategy? Creating Your Lifetime Value

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In his book, Outliers, Malcolm Gladwell states that to achieve mastery in a sport, music, or other field of work takes 10,000 hours. While it is easy to joke that you have accrued “10,000” hours in your 5-year career of 8-hour days, you can’t stop adding value to “you” as a business. By updating, re-educating, gaining experience and practicing, we are never fully cooked or “done” improving. Think of how many books you have read in the last month, whether fiction, …

Remember “People Helping People”

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Patriot-Wall-Graphic
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Patriot-Wall-Graphic




As a newbie marketing director,  I was told the foundation of a credit union was “People Helping People”.  It was the statement of pride for each credit union about why they were in business and added to it was, “Not for Profit but for Service”. For a credit union, it really was a great foundation for talking about why someone should become a member. Whether the credit union was a single sponsor charter or had a large list of Select …

Ready to Talk about Brand “You”?

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So often, marketers are not as good about marketing themselves as they are for their organization. Yet, building your own personal brand is key to more opportunities and better career moves, even within your current organization. Here are three things that are the building blocks to your personal brand: Your Competitive Advantage – why should someone hire you, promote you, want you on their team or to be a friend? Is it experience, expertise, knowledge, or education that makes you …