A lesson for FIs at tax time
Since mid-February, my social media feeds have been filled with posts from disgruntled connections who have filed their 2018 taxes. Also, there has been no shortage of news stories covering ...
The latest from Lorraine Ranalli
How do you know it ain’t broke?
If it ain’t broke, don’t fix it. Old adages usually prove to be true. Where marketing is concerned, however, there is a caveat. Adopting the If it ain’...
Five steps for effective messaging
“The problem in life is that we keep missing each other.” In hindsight, my college literature professor’s words—spoken well before social media, smart phones, text messages, email, the ...
FIs & credit card companies will hate this
In a society that appears to be rapidly moving away from cash, every now and then a small voice emerges making the case for cash. Being a cash whisperer, I ...
Intelligent credit union branding
“Hi-Q is not only a competitive representation of our individual abilities, but it also represents our school.” The sentiment of Academy Park High School (Sharon Hill, Pa.) student ...
Three reasons for presentations and the effect on your brand
The general purpose of any presentation is either to inform, persuade, or motivate. For your benefit, it is imperative that you recognize the difference as you prepare to teach end-users ...
How can we knock your socks off?
There is no shortage of studies and articles pointing to the need to boost financial literacy among U.S. citizens. Pardon any unintended bias, but quick research seems to show ...
The dream job that began as an internship
With an aptitude for mathematics, Zak Tobias had always thought he would one day work with numbers but as a young boy, he may not have fully understood how. Fortunately ...