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The Credit Union Sales and Marketing Podcast
Bill McKenna and Paul Robert
22 episodes
1 week ago
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
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Marketing
Business
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All content for The Credit Union Sales and Marketing Podcast is the property of Bill McKenna and Paul Robert and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
Show more...
Marketing
Business
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Navigating the Sales Dilemma in Credit Unions
The Credit Union Sales and Marketing Podcast
21 minutes 35 seconds
9 months ago
Navigating the Sales Dilemma in Credit Unions

In this conversation, Bill McKenna and Paul Robert discuss the often-taboo topic of sales within credit unions, emphasizing the need for a balance between sales and service. They explore the importance of crafting a compelling value proposition that resonates with members and the necessity of brand consistency across all levels of the organization. The discussion also touches on the role of technology in enhancing member experience and the commitment required for brand transformation. Takeaways ·      Sales is essential for credit unions to succeed. ·      Credit unions must find a balance between sales and service. ·      A strong value proposition is crucial for differentiation. ·      Brand consistency is key to building trust with members. ·      Everyone in the organization must embody the brand values. ·      Awareness alone does not lead to transformation; commitment is necessary. ·      Technology plays a vital role in enhancing member experience. ·      Organizations must be genuine in their value propositions. ·      The financial services landscape is becoming increasingly competitive. ·      A memorable brand can be a significant differentiator. Hosts: Bill McKenna Paul Robert

The Credit Union Sales and Marketing Podcast
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.