The professional greeting you never want to use
Michael walked into a meeting with a group of new clients. He went around the room and shook hands with everyone and said, “Nice to meet you.” But one of the last people at the [...]
Posts Tagged ‘Holly Buchanan’
What millennials look for in a leader
When you think of leadership, what comes to mind? A general leading troops to victory in a heated battle? A CEO who comes into a struggling organization and turns it around? A manager who excels [...]
How to answer the question, “How long have you been doing this?”
You are meeting with a potential new client. You’re learning a bit about each other. And the potential client asks, “So, how long have you been doing this?” Most people answer with a number, [...]
One question to ask yourself that will make you a better leader
There’s one thing leaders have to do every day. It is the one thing that determines their success or their failure. That one thing is…..make choices. Every day, in every encounter we make [...]
The CUInsight Community Top 10 of 2015
The CUInsight.com Community was started a few years ago as a place for thought leaders around the credit union industry to share ideas, best practices and opinions. We wanted to create a place that [...]
Managing Millennials by making them part of the solution
Wendy was the manager of a team of almost all Millennials. She wanted to put together training around how to handle unhappy customers. Her original idea was to share common scenarios and give her team [...]
The magic employee engagement question
You have a great employee. You’ve invested time and money in training him or her. You’ve created a strong company culture. You offer a competitive salary. You think your rising star is engaged….[...]
Are your cross-sellers dropping the hand-off at your credit union?
It’s what every credit union hopes for...an existing member is interested in another product or applying for a new loan. Often, there is a hand off that is required from one employee to [...]
How to win with women small business owners
Credit unions have an immediate advantage with women small business owners. All the same reasons why women use credit unions for their personal accounts apply to their business accounts as well - low fees and [...]
Why aren’t your members referring you?
“Work is going ok for now, but there’s a rumor they’re going to downsize our department. The kids are good. Jennifer said the funniest thing the other day. But let me tell you [...]
How credit unions can connect with Gen Y women
Talk to most Gen Y women and you’ll find out they care about what they eat. They look for organic food, farmers’ markets and locally grown produce. “Farm to Table” is all the craze. ([...]
Why members don’t believe you when you talk about member service
When you say, “We have excellent member service.” Your members hears, “Blah, blah, blah, blah.” Members have heard it all before. And too many times that “excellent member service” was not so excellent. I recently [...]
How couples make financial decisions
Have you ever noticed that couples aren’t always on the same page financially? They often make financial decisions in different ways. It’s important to understand what criteria matters to each spouse when making [...]
Three biggest mistakes when marketing to women
“OMG – I can shop for a loan in my PJ’s, while drinking wine, so that I can go on a shopping trip with my girlfriends and buy new shoes and eat at nice restaurants [...]
The Question Every Woman is Secretly Asking
When a woman is deciding whether to work with a financial company or professional, there’s one question that is going through her mind. And the problem is she’s not going to ask it [...]