by Nick Brown | Nov 20, 2023 | Uncategorized
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...
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 | Sep 14, 2015 | Uncategorized
I recently made a trip out to a credit union to consult with their Outbound Sales Department, also known as an Outbound Call Center, and offer my suggestions and feedback on their strategies and processes. It was a great trip and we had some great breakthroughs. ...
