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Building a Strong Credit Union Sales Culture

Building a Strong Credit Union Sales Culture

by Nick Brown | Apr 10, 2025 | Leadership, Sales Goals, Sales Mindset, Sales Training

Originally published on CUInsight.com If you’ve ever tried to build a strong sales culture in your credit union, you know it’s not as simple as flipping a switch. Sales in a credit union isn’t about pushing products—it’s about helping members improve their financial...
How to Set Sales Goals that Stretch your Credit Union and Reach Them in 2024 

How to Set Sales Goals that Stretch your Credit Union and Reach Them in 2024 

by Nick Brown | Nov 20, 2023 | Sales Goals

Much of the work we do with credit unions is focused on setting and achieving sales goals. Often credit unions reach out to us because they are not reaching their goals or the potential they know is possible, and they feel that opportunity is being missed. Does this...
Maximize Loan Fundings with These 3 Improvements

Maximize Loan Fundings with These 3 Improvements

by Nick Brown | Sep 14, 2023 | eLending, Leadership, Loan Recapture Sales, Outbound Call Center, Sales Goals

Credit unions create revenue from many different sources such as non-lending product and service sales, fees, and investments. However, lending is by far the primary source of income for any financial institution. All financial executives know this. But for many...
Grow Core Deposits by Fixing Sales Conversations

Grow Core Deposits by Fixing Sales Conversations

by Nick Brown | Aug 22, 2023 | Sales Goals, Sales Training

If you are like most of the credit unions I am currently working with, the competition to grow and retain deposits is a real challenge. The deposit war began last year and is still raging. And it doesn’t look like it will settle down for many months.   Out of...
Which of These 4 Sales Approaches is Your Credit Union Using?

Which of These 4 Sales Approaches is Your Credit Union Using?

by Nick Brown | Jul 7, 2022 | Leadership, Sales Goals, Sales Mindset, Sales Training

I have worked in the credit union industry for nearly twenty-two years. In that time, I have observed and been part of hundreds of different credit union sales teams. Not all of those teams were successful. In fact, many didn’t even view themselves as being in sales....
Branch Sales Training: 13 Reasons Your Credit Union Stinks at Selling: Part 2

Branch Sales Training: 13 Reasons Your Credit Union Stinks at Selling: Part 2

by Nick Brown | Apr 18, 2022 | Leadership, Sales Goals, Sales Mindset, Sales Training

****As seen in CU Business Magazine in September 2021.***** When organizations struggle with, or as we have put it, stink at selling there are generally a few critical things that are just not working right. Luckily, those things can be identified, addressed, and...
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