The 5 Best Outbound Call Lists Right Now

The 5 Best Outbound Call Lists Right Now

I started making outbound sales calls to members when I joined our credit union’s outbound call center, in March of 2006. This was a brand-new team for the credit union, and I was one of the first outbound agents they hired. I have been involved in leading and...
The Four Core Values of Selling

The Four Core Values of Selling

For the last six years, I have worked with some amazing people and credit unions to help them improve their sales and service cultures. One of the greatest challenges we face in this process are the misconceptions and limiting believes credit union employees have...

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...