Marketing
The Purposeless Credit Union
A Hilarious Odyssey of Confusion and Coincidence Step right up for a wild and wacky adventure into the world of a credit union without a purpose. Prepare to be amused, perplexed, and perhaps even a little concerned as we explore the misadventures of an aimless financial institution. Strap on your seatbelts—it’s going to be a…
Read MoreSurviving the Bad Boss
A Comedic Guide to Working in a Cubical/Zoom Wilderness Ah, the workplace—the den of dreams, the source of livelihood, and occasionally, the battleground where bad bosses roam like free-range chickens creating chaos, confusion, and much clucking and pooping on everything. If you’ve ever found yourself trapped under the reign of a terrible boss, fear not!…
Read MoreGap Funding – Bridging the Divide and Driving Economic Empowerment
In pursuing a more equitable society, supporting businesses owned by individuals from marginalized communities is paramount to a vital, innovative, and sustainable economy. These marginalized groups include BIPOC (Black, Indigenous, and People of Color), women, veterans, and rural entrepreneurs. These entrepreneurs face unique challenges, the least of which is limited access to capital. Mentoring, coaching,…
Read MoreDo your employees LIVE your corporate values?
In today’s dynamic business landscape, organizations recognize that corporate values are crucial in shaping their identity, culture, and overall success. We don’t have to look very far to observe situations where the lack of core values has resulted in business failures, reputation damage, fines, legal settlements, and loss of shareholder value. However, values alone are…
Read MoreBuilding a purpose-driven team in 7 steps
Building an extraordinary team is essential for any organization to succeed. However, creating a high-performing team is a complex task, requiring a lot of effort, patience, and commitment from both the team leader and the team members. This article will discuss the steps necessary to build an extraordinary team. Building an extraordinary team requires effort,…
Read MoreAvoiding bad decisions
Decision-making is essential for any leader, but bad decisions can undermine your influence. One of the causes of poor decisions is cognitive biases. Cognitive biases are thinking patterns that lead people to make irrational or incorrect decisions. They can influence our judgment, perception, and interpretation of information, often without awareness. Cognitive biases can be dangerous…
Read MoreFinancial Literacy vs Financial Wellness – a Consumer’s View
Credit unions and banks across the country have financial literacy on their to-do list, but what consumers need/want is a roadmap to financial wellness, not just financial literacy. Well, what’s the difference? Financial literacy is about understanding money basics. Typically the curriculum includes topics like “how to balance your checkbook,” “what is a savings account,”…
Read MoreThe Buck Stops Here – How to make sound decisions
Making difficult choices at work can be challenging, especially when the outcome of those decisions can significantly impact the organization and the people it serves. Whether you are a manager or an individual contributor, there are times when you will be faced with difficult choices that require you to consider your options and carefully make…
Read MoreThree Strategies to Grow Deposits and Liquidity
“The times, they are a-changin’.” This famous refrain from Bob Dylan’s song (https://www.youtube.com/watch?v=e7qQ6_RV4VQ) is as accurate today as in the early 60s, especially when we look at deposit needs for financial institutions. In 2008, FIs had to shrink deposits to keep their capital ratio in line with the regulators. Marketers became accustomed to focusing almost…
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