There are some CEOs who are pretty good, then there are those who weave their personality and vision into the fabric of an organization, creating a lasting legacy. A few years ago, I had the great pleasure of meeting the CEO of Ascentra Credit Union, Paul Lensmeyer (as a bonus, he is a huge Green Bay Packer fan). Ascentra […]

Referral Roulette Your Bank Can’t Afford to Play! Every bank gambles. The bank bets that the customer will repay their loans on time, they bet that their investments will create a respectable return, they bet that their customers will instinctively send solid referrals to them.  2 out of 3 ain’t bad. Referrals are extremely profitable for […]

iPhone releases happen around the same time each year, yet many people find themselves speculating, anticipating, then cheer-leading the latest technological wonder from Apple. Customers are buzzed with anticipation like a small child awaiting a Christmas delivery from Santa. Apple has not only created innovative and desirable products, they have changed  human behavior like no […]

Banks and Credit Unions are fighting to gain new customers, are struggling to keep them, and must realize 3 simple reasons why customers and members may stop doing business with their bank or credit union. 1. Your bank is behind the times. Nothing makes me shutter like hearing a client say, “We’ve always done it that way, and […]