Financial Wellness

WellQ

Wellness of Mind, Body, and Wallet: Allegacy FCU’s Transformational Wellness Program

Integrated healthcare is becoming a worldwide trend, and Allegacy FCU is taking it to the next level. Ashley Kohlrus, COO of Allegacy FCU, and Karen Sigmon-Smith, Managing Director of WellQ, join us to talk about their audacious plan to transform community health outcomes through an integrated membership model for health and financial wellness, along with the lessons learned along the … Continue reading

John Lanza of Money Mammals

How to Make Financial Education Relevant and Useful: John Lanza of MoneyMammals.com

John Lanza, financial education expert and Chief Mammal at MoneyMammals.com, joins the podcast to talk about why financial education should start early; how to make it fun, concrete, and experiential; and in what sense money might actually be able to buy happiness.  Key Insights and Takeaways: It’s important to make financial education simple, concrete, and experiential from a young age. Marketers … Continue reading

Jim Morrell

Living the Cooperative Principles

Jim Morrell, CEO of Peninsula Credit Union in Washington State, talks about what he learned by being a Division 1 basketball referee, how he drives innovation at his credit union, and how working with a credit union in Zimbabwe informed his business and impact strategy. Cameron’s Key Takeaways Listen, serve, educate, and care. Always. Three of the cooperative principles deal … 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

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

Hannah talking on the phone