Podcast

Ben Morales

Innovation, Ethics, and Purpose: Why Payday Lending Matters to the Credit Union Mission

Ben Morales, CEO of QCash, joins us to talk about what it means to offer an alternative to payday lending. On this podcast, he shares his unique perspective on why members need these sorts of loans, how a credit union can think about payday lending from a strategy, branding, and financial wellness standpoint, and why a 60-second approval process was … Continue reading

Young male teen skateboarding

Marketing to Millennials — Wisdom from an Action Sports Expert

Mark Lewman, Executive Creative Director of a design agency that works with brands like Nike, joins us to talk about the 3 things that Millennials want from brands they work with (hint: it’s not better prices, though that doesn’t hurt), why authenticity is so important, and what you can learn from skateboard marketing. Cameron’s Key Takeaways Be authentic! Make it … Continue reading

Three young adults smiling

Connecting the Heart and Mind: How The Disney Way and Community Impact Guide CoastHills Credit Union’s Strategy

Jeff York, CEO of $940M CoastHills Credit Union, joins us to talk about what he learned from working at Walt Disney’s company credit union about delighting members, how he thinks about community impact (hint: it’s not just writing checks), and how he connects to members’ hearts and minds to create engagement. Top 3 Takeaways Say hello! Have a greeter at the branch to … Continue reading

Punk Rock Marketing: How a Business Can Stand Out and Build Raving Fans in a Commodity Industry — Podcast

What does punk rock have to do with marketing? Find out in this podcast with Jenelle Isaacson, CEO of Living Room Realty, one of the fastest growing real estate companies on the West Coast. Jenelle shares what she learned about marketing from being a punk rocker, how she gave up control to her agents to find the stories that resonated in … Continue reading

Best Practices are for Beginners: The Secrets of Website Optimization — Podcast

  Conversion rate optimization expert Jon MacDonald, founder of The Good, joins us to talk about the 3 biggest killers of website sales and how to let your members tell you how to sell them more online. Plus, hear why he thinks we are just beginning to understand how to make websites effective sales channels — for credit unions and for all … Continue reading

Marketing with Passion and Effectiveness: Part 2

There was so much great material in Laura Woods’ interview that we just couldn’t cut it down! We split it into two podcasts, and we’re excited to share Part Two with you today. With more of her trademark fire, today Laura discusses why “empathy is everything,” how credit unions can share their “why” in the most effective way, and the … Continue reading

Marketing with Passion AND Effectiveness: Part 1

Laura shares her lessons from her innovative “Dreams” marketing campaign that gave the members who bank at 1st Financial a voice, how her credit union has become more profitable by avoiding loans that are A credit rated, and why empathy, vulnerability, and a distaste for the word “no” fuel her marketing philosophy. Cameron’s Top Four Takeaways: Give the people who bank here … Continue reading

Discover What Members Really Want – Podcast

Tansley Stearns, Chief Impact Officer at Filene Research Institute, joins the podcast to discuss the importance of live observational research in discovering what members really want. You’ll learn about a metric that may be more predictive than NPS, why Tansley believes iteration is the real gift of the digital age, and what she considers to be the key pillars of … Continue reading

Confessions of a Credit Union Strategic Planner — Podcast

Jim This, a strategic planner with over 20 years experience guiding credit unions in their strategic thinking, offers his insights about how to create a remarkable member experience, why being small is not the same thing as being local, marketing to millennials, and specific examples of credit unions that have created breakthrough strategies. Cameron’s Top Takeaways: It’s easier to advertise for rates than service. … Continue reading

Leading with Financial Wellness – Podcast

Shawn Gilfedder, the CEO of McGraw Hill FCU and a national expert on creating financial wellness programs, shares his experience changing his credit union’s value proposition from products to financial wellness. He explains how McGraw Hill FCU created innovation within the credit union and how Zappos inspired their transformation. Listen to the full podcast on: iTunes | SoundCloud Cameron’s Top Takeaways: … Continue reading