The latest from Paul Robert

Jun 19, 2015 - by Paul Robert, FI Strategies, LLC

We’ve always done it this way

It’s Springtime and that means Home Equity season! Most credit unions I’ve been with recently are in the midst of a promotion of their Home Equity Loans or ...

Apr 20, 2015 - by Paul Robert, FI Strategies, LLC

Stop drinking the kool-aid and beat your competition

Nine and a half times out of ten when I ask an employee at a financial institution why they’re better than the competition, they tell me it’s because ...

Feb 13, 2015 - by Paul Robert, FI Strategies, LLC

Sales is NOT a four-letter word at your credit union

My grandfather used to say, “You can put lipstick on a pig but it’s still a pig.” When I was little I used to chuckle at the silliness of ...

Jan 6, 2015 - by Paul Robert, FI Strategies, LLC

Why are you paying incentives?

In recent years, many credit unions have implemented incentive programs as a way to motivate their employees to sell more products and services to members. I would wager my son’...