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...