You Need All 3 to Transform Your Sales Results

*****As seen in CU Business Magazine in July 2019.***** It was 2002 and I was approaching the second anniversary for my very first credit union position.  I had recently been promoted to head teller, mainly because I had mastered the processes of tellering and...
3 Foundations of Powerful Sales Cultures

3 Foundations of Powerful Sales Cultures

I recently had the great pleasure of reconnecting with a good friend and credit union leader, Preston Meline. We got together for lunch to catch up on life and family, but mostly to talk about credit union sales. Which, as you know, is one of my favorite subjects....

What Top Credit Union Salespeople Do Differently

Female Asian broker show house plan to happy millennial couple deciding to buy first home together, spouses visiting realtor to purchase property, man and woman listening to real estate agent talking A number of years ago I had the opportunity to read the book...

Are You Providing Excellent Sales Training?

A few weeks ago, I found myself standing in a teller line at the branch where I started my credit union career eighteen years ago. As I stood there waiting to be helped, I remembered the good ol’ days when this branch was one of the busiest in the credit union. That...

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