The Credit Union Sales and Marketing Podcast

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert discuss the importance of financial education with Nicole Hood, co-founder and CEO of My First Nest Egg. The conversation explores the innovative family-first approach to financial wellness, emphasizing the need to educate both children and parents. Nicole shares insights on tailoring financial educ...

In this episode, Bill McKenna and Paul Robert discuss the importance of strategic planning for credit unions with guest Dave Crocker, Chief Strategic Officer at Strategic Process Management. They explore the need for credit unions to challenge conventional thinking, align their goals within strategic planning, and understand the role of leadership and the board in this process. The conversation in...

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mitch Rutledge, CEO and co-founder of Vertice AI. The conversation explores the evolving landscape of community financial institutions and the increasing need for data-driven strategies to meet consumer expectations. Mitch shares insights on how Vertice AI empowers credit unions to understan...

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mark Ritter, CEO of MBFS, to discuss the evolving landscape of business lending within credit unions. Mark shares his extensive experience in small business lending, the importance of building relationships with members, and how credit unions can effectively serve their local business commun...

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mark Arnold, of On the Mark Strategies. The conversation covers Mark's journey in the industry, the importance of execution in marketing strategies, and the challenges faced by credit unions, particularly small to mid-sized ones. They discuss the 'knowing-doing gap' in marketing,...

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Mark Ritter, CEO of MBFS, to discuss the evolving landscape of business lending within credit unions. Mark shares his extensive experience in small business lending, the importance of building relationships with members, and how credit unions can effectively serve their local business commun...

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome back Jason Causa, the founding partner of Reviews Up, to discuss the critical role of reputation management in the credit union industry. They explore how AI technology can enhance reputation strategies, the importance of building trust and member loyalty, and the often-overlooked significan...

In this episode, Paul Robert and Bill McKenna discuss the critical importance of growth for credit unions, focusing on attracting new members, retaining existing ones, and deepening relationships. They explore the challenges faced by smaller credit unions, the necessity of personalization in member interactions, and the alignment of sales and marketing efforts. The conversation emphasizes the need...

In this episode of the Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert engage with Susan Toalson McGinty, the SVP Chief Growth and Advocacy Officer at the University of Illinois Community Credit Union. They discuss the multifaceted role of credit unions, emphasizing the importance of advocacy, differentiation from traditional banks, and the integration of technology in enhancing me...

In this episode, Bill McKenna and Paul Robert discuss the critical role of data in enhancing member experiences within credit unions. Anne Legg, founder of Thrive, emphasizes the importance of understanding member friction and leveraging data to create personalized solutions. The conversation explores the need for data literacy, proactive strategies, and cross-functional collaboration to improve m...

Exploring the Two Types of Marketing In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Roberts discuss the two primary types of marketing: product/service marketing and brand marketing or magnification. They explore the importance of brand loyalty, emotional connections with members, and the impact of life events on member engagement. The conversation emp...

3 Growth Goals for Credit Unions Under $500 Million In this episode, Paul Robert and Bill McKenna discuss the critical importance of growth for credit unions, focusing on attracting new members, retaining existing ones, and deepening relationships. How does impact credit union under $500 Million in assets? They explore the challenges faced by smaller credit unions and emphasize the need for person...

Leadership's Role in Credit Union Success In this episode of the Credit Union Sales and Marketing Podcast, Paul Roberts and William McKenna discuss the critical role of leadership in credit unions, focusing on the importance of strong leaders in navigating industry changes. They are joined by Tammy O'Hara, an Executive Benefits Consultant, who explains the significance of executive benefit...

In this episode of the Credit Union Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert welcome Jim Wrigley from Deep Target. They discuss the importance of deepening relationships with credit union members through personalized marketing strategies. Jim explains how Deep Target utilizes AI to analyze member data and deliver targeted messages, enhancing member engagement and driving sal...

In this podcast episode, Bill McKenna and Paul Robert discuss why they decided to start this podcast and some of the essential strategies for credit unions to grow and thrive in a competitive market. They emphasize the importance of membership growth, particularly among younger demographics, and the need for credit unions to deepen relationships with existing members. The conversation highlights t...

Building a Shiny Brand: The Chrome FCU Story In this conversation, Jasmine Hughes, the Marketing and Community Relations Executive at Chrome Federal Credit Union, shares her journey from news media to the credit union industry. She discusses the significance of Chrome's name, its branding strategies, and the importance of community service as a core value. Takeways: Chrome FCU’s community serv...

In this episode, Bill and Paul welcome Scott McKenna owner of Scaling Creative to discuss the evolving landscape of marketing for credit unions. They explore the importance of video content, understanding target audiences, and the role of influencer marketing. Scott emphasizes the need for patience in social media strategies and the significance of storytelling in creating impactful community cont...

The Power of Visual Branding in Credit Unions In this episode, Bill and Paul discuss the critical aspects of visual branding and its importance in creating a strong identity for credit unions. They explore how visual branding goes beyond just logos and colors, emphasizing the need for consistency in messaging and employee training. The conversation also highlights the significance of onboarding in...

The Value of Consultative Selling In this episode of the Sales and Marketing Podcast, Paul Robert and Bill McKenna discuss the critical role of sales in credit unions. They emphasize the importance of a consultative approach that prioritizes member value over traditional sales tactics. They explore the evolution of credit unions, the necessity of setting clear expectations, and the importance of a...

In this episode, Paul Robert and Bill McKenna engage with Scott Florini from Newground to discuss the critical aspects of branch expansion for credit unions. They explore the importance of understanding market dynamics, the science behind choosing branch locations, and the evolving design of credit union spaces. The conversation emphasizes the need for a consultative approach in member interaction...

Branding Lessons from Chick-fil-AIn this episode, Paul and Bill explore the significance of branding and customer experience in the financial services sector, drawing parallels with successful brands like Chick-fil-A and Buc-ee's. They discuss the importance of employee engagement, the foundational elements of mission, vision, and values, and the necessity of understanding and serving the righ...

In this episode of the Credit Union Sales and Marketing Podcast, Paul Roberts and Bill McKenna discuss the critical importance of branding for credit unions. They explore when to consider rebranding, the signs of stagnant growth, and the need for a strong brand to compete effectively in the market. The conversation emphasizes the role of employee engagement and member feedback in the branding proc...

In this podcast episode, Bill and Paul discuss the intricacies of branding, particularly in the context of credit unions. They explore the importance of involving stakeholders in the branding process, the significance of a strong name, and the challenges of changing a brand. The conversation delves into the role of positioning, employee engagement, and the alignment of mission, vision, and values...

In this episode, hosts Bill McKenna and Paul Robert discuss the critical role of reputation management in business, particularly for credit unions. They are joined by Jason Causa, co-founder of Reviews Up, who shares insights on the importance of online reviews, strategies for encouraging customer feedback, and how to handle negative reviews. The conversation also covers the significance of employ...

In this conversation, Bill McKenna and Paul Robert discuss the often-taboo topic of sales within credit unions, emphasizing the need for a balance between sales and service. They explore the importance of crafting a compelling value proposition that resonates with members and the necessity of brand consistency across all levels of the organization. The discussion also touches on the role of techno...