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Posts published in “Strategy”

Planning for Your Strategic Planning Session

BY ERIC GAGLIANO There’s no time like the present to start strategically planning for your credit union’s strategic planning session. After all, it will be…

The Evolving Branch Visit

BY CHAD DAVIS A new appointment study has identified service and timing preferences for branch visits. A closer look reveals not only the types of…

The 9 P’s of Professional Service and Sales

BY BRAD ROTEMAN I recently read an article bemoaning the lack of sales culture among credit unions. The article talked about the emphasis in credit…

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