Do You Speak Millennial?

Fun trip to the Hoosier CUES Conference, sponsored by the Indiana CU League on July 17, when Nicolette presented, “Do You Speak Millennial? So How Millennial, Gen Xer, Boomer Are You?”  Great group of credit union executives and managers who were a good cross-generational mix! From the session, here are a couple items impacting your credit union: Did you know that Boomers control 75% of the wealth today? A key fact about Gen X is that it is 11% smaller …

The Color Code – A Tool for Understanding Your Core Motivator for Improving Communication

Last month I had the benefit of hearing Erin Tawney, Impact Success Solutions, speak about the Color Code, an assessment tool that helps you understand your core motivator.Erinhad many years in Fortune 500 companies in sales and marketing roles. She decided to step into consulting professionals to reach their goals with tools and coaching services. From the simple assessment, you can gain the first level of the Color Code. There are four and each carries with it a communication style …

Two Tips on Being a Wealth Warrior

Recently, I was fortunate to hear Steve Chandler, author and master coach, talk about the foundation for creating a wealth mindset rather than one of lack of wealth.  Here are a couple of “take-aways:” There is power in words that we say to ourselves. Consider the difference between saying, “What can I get out of this experience?” versus “How can I get through this experience?” Steve made the point of how we have the choice to be the Owner or …

Good read about how Generation Y will change your workplace

Learn how in Gen Y Now by Buddy Hobart & Herb Sendek The subtitle of the book is How Generation & Changes Your Workplace and Why It Requires a New Leadership Style.  I was fortunate to hear Herb Sendek, Head Basketball Coach at ArizonaStateUniversity talk about the key myths that surround this young generation and how he has adapted his leadership style to get the most out of working with young adults. From Coach Sendek, “I think now players evaluate …

Keep the Focus on Your Goals

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totems_in_bags
totems_in_bags
totems_in_bags
totems_in_bags
totems_in_bags

Here is my Totem Challenge, a kit for building a totem your goal or dream for 2013! Because a totem can act as a guidepost, it will remind you to think about that goal or dream. And remember, what you think about expands. As a great gift for a friend, four polished stones are provided in taffeta pouches with instructions, all in a gift box. If you’d like to purchase it, click here.  

How About a Jumpstart for 2013?

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totem
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On New Year’s Eve in Sedona, Arizona, when hiking with my family on Bell Rock, we found people had made totems for good luck all around the base. So, after making them ourselves, it got me to thinking…what about having a totem on my desk about a goal or dream for the New Year that I wanted to achieve? Here is my Totem Challenge, a kit for building a totem your goal or dream for 2013! Because a totem can …

The Move to Mobile – Payment Systems Are Accelerating

Pew Interent Research-Cell Phone Activities
Pew Interent Research-Cell Phone Activities
Pew Interent Research-Cell Phone Activities
Pew Interent Research-Cell Phone Activities
Pew Interent Research-Cell Phone Activities
Pew Interent Research-Cell Phone Activities

In October, attending the ATM-Debit & Prepaid Forum made my head spin as speaker after speaker talked about new technologies for making payments. One group showed a solution with its own currency called BitCoins. Another, called PaidPiper showed the solution for a one-time credit card payment. This type of payment can be made at the merchant if your son or daughter just has to buy something and you’re not with him/her.  There was a large amount of discussion over how …

New Approach to Engaging Customers/Members

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Sept 28 Tips 4
Sept 28 Tips 4
Sept 28 Tips 4
Sept 28 Tips 4
Sept 28 Tips 4

Last month, a blog post in Bank Think really hit me regarding the approach to banking today. In his post, author Dave Martin of SunTrust Bank, commented about how important it is to have people know the name of your staff.  It is so true that the more consumers are using technology to handle their banking needs, the fewer occasions they have to develop relationships with the financial institution.  In the “old days” before online banking, mandatory direct deposit, and …

Love This headline: The Death of Credit Cards

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Aug-20-Tips-5
Aug-20-Tips-5
Aug-20-Tips-5
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Aug-20-Tips-5

What? According to Motley Fool’s interesting presentation, the next game changer in payment systems is a replacement of the credit and debit card you carry in your wallet. They start with the advent of the Diner’s Club Card back in the early 1950’s. The ability to carry an electronic wallet on your phone is already available like Google’s Wallet. Three little letters, NFC, Near Field Communication, according to Barry McCarthy at First Data, is technology that will ultimately eliminate our …

Catching Fraud – A Key Customer Contact

Just last week, an email alert from the bank where my rewards VISA® credit card is held stated a potential fraudulent transaction had been made on it. The first issue in my mind was if the email alert was real since so often phishers use copied logos and graphics to steal personal information. The second issue was to check with my husband to make sure there wasn’t an order that he might have done on the card from the out-of-state …