What is Sales Coaching?

Who is the best coach you have ever had? For me, it was Hal, my little league soccer coach. He taught me how to play the game and how to love it. But more importantly, Hal built my confidence and helped me realize my fullest potential as a little league soccer player....

Is Loan Recapture Dead?

****As Seen in Credit Union Business Magazine in March  2018**** With a strong, growing global economy and inflation concerns, new Fed Chair Jerome Powell will likely sustain the same increasing interest rate policy over the next year. This is great for the economy...

3 Misconceptions Hurting Your Member Interview

***As featured in CU Business Magazine November 2017*** In December’s article I shared with you the SURPASS Sales Process.  The process is 7 steps to sales success that can be applied in the branch, over the phone and online.  Giving your member a consistent...

7 Steps To A Complete Sales Process

***As featured in CU Business Magazine in October 2017*** Your Credit Union is a retail sales establishment, meaning you sell products and services direct to consumers.  As a retail sales establishment this means your credit union has a sales culture and a sales...