The economy is heating up again, but for how long? Will consumer spending be up; unemployment - down; business borrowing - up; consumer borrowing - up, especially for vehicles. Who is buying houses? Who is starting a business? How can we help our members reach their financial dreams in 2013 and beyond? How can we gain a larger share of their crowded wallet to improve their financial situation? This entertaining seminar will identify the techniques, strategies, and tactics to reach your existing members and truly help them, as well as attract the new member (especially the loan member), and the business and commercial member that we all desire.
· Sales culture enhancements
· Gen Y and Z updates
· Go mobile or die
· Making the member the STAR
· Bundling by age and behavior
· Is there a future for social media?
· Consumer lending solutions
· Small business notes
· Increasing the share of the member wallet
· Retail, lending, and credit union metrics that work for you
The educational investment is $185 per person. Small credit union discount applies!
Registration deadline: March 8, 2013
Duane F. Sobecki is the CEO of Focused Results, LLC, a sales strategy, consulting, and training firm. A renowned authority in sales strategy and strategic market segmentation, Mr. Sobecki provides actionable business development and expansion, marketing, and planning strategies to credit unions, banks and other financial institutions.
Who Should Attend
Any community credit union President, EVP, Sr. VP: VPs of marketing, branch services, lending, managers of marketing, branch managers, and any other employee charged with increasing the number of members, and increasing share of wallet of existing members, in a community credit union environment.
Agenda (all times shown are local time)
9 – 9:30 a.m. Registration
9:30 a.m. – Noon Seminar
Noon – 12:45 p.m. Group Luncheon
12:45 – 4 p.m. Seminar resumes
REGISTRATIONS CANCELLED LESS THAN FIVE WORKING DAYS BEFORE THE SESSION DATE WILL BE SUBJECT TO A 50 PERCENT CANCELLATION FEE.
IF YOU HAVE A DISABILITY REQUIRING SPECIAL SERVICES, CONTACT KIM SETTLES AT (800) 285-5300, EXT. 5341, OR (317) 594-5341 PRIOR TO THE SESSION.
Please share this information as appropriate in your credit union. If there are others at your credit union who would like to be added to the list to receive information about the League's upcoming education sessions, please reply to this email.