by Nick Brown | Dec 19, 2018 | Outbound Call Center
Recently, I attended a credit union conference and had the opportunity to sit in on a class about outbound calling. The discussion focused on how to better engage new, indirect members through outbound calling initiatives and drive additional products and services,...
by Nick Brown | Nov 8, 2018 | Loan Recapture Sales, Sales Goals
Several years ago, while I was working as a credit union outbound call center manager, I was asked to lead a series of sales training workshops as part of a loan officer refresher course. The purpose of the refresher course was to retrain employees on the most...
by Nick Brown | Oct 17, 2018 | Sales Goals
Before I present to potential credit union clients, I always do my homework. There are a number of things I research ahead of time, such as the credit union’s leadership team, the size of the credit union, and the geographic spread of their branch network. I...
by Nick Brown | Sep 24, 2018 | Sales Training, Videos
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by Nick Brown | Sep 19, 2018 | Sales Goals, Sales Training
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....
by Nick Brown | Aug 21, 2018 | Loan Recapture Sales
****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...
by Nick Brown | Jun 20, 2018 | Sales Training
****As seen in Credit Union Business Magazine.**** A few months ago, I went in to my credit union branch to deposit some checks into my business account. Like many credit union branches, behind the teller line were a few TV’s playing the standard loop—the weather,...
by Nick Brown | May 7, 2018 | Uncategorized
***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...
by Nick Brown | Mar 28, 2018 | Sales Goals, Sales Training
Sadly, Your Employees are Likely “Un-selling” Members For many credit unions, the struggle to get their employees to reach out to their members and sell is real. Often when speaking to credit union leadership, they are frustrated with their staff because...
by Nick Brown | Feb 8, 2018 | Sales Training
Did you know that one of the most powerful ways for your employees to recapture more loans is for your employees to literally show members the numbers on how it will save them money? This is one of the secrets that I teach credit unions across the nation. When you are...
