Get down with the system. While systems are good, over-reliance on the process could lead to poor behaviors in referral sales. In this episode we give practical tips to help you and your team focus on the behaviors of a referral sales champion rather checking off the boxes of the systems in place. 

In this episode we cover:

• How to catch your team doing referral sales right

Links from show:

Register for Referral Sales Champion here!

Save money by bundling Referral Sales Champion. Sign up for our new employee bundle here!

Sign up for Vertex Live Nationwide. Click here to develop your team's leadership skills.

Subscribe to ServiStar Leadership Podcast on your favorite streaming service

As a movement we want to improve the financial lives of our members but we may be unwilling to sell products because it makes us uncomfortable. In this episode we connect selling with meaning and relevance to inspire front-line employees and leaders to improve the financial lives of our members.

In this episode we cover:

• How to respond to common excuses of why team members do not want to sell.

Links from show:

Interested in becoming a sales champion? Sign up for our new employee bundle here!

Are you ready to become the leader you know you can be? Sign up for Vertex Live Nationwide here.

Subscribe to ServiStar Leadership Podcast on your favorite streaming service

We say we are about people helping people, but most of us are killing the industry softly with our teller stare. We discuss how service excellence is how we embody the value of helping people as Scott & Scott delve into a wealth of actionable advice to combat the dreaded, "Friday fatigue."

In this episode we cover:

• Challenges leaders face with excellent service.

Links from show:

Interested in service excellence? Sign up for our new employee bundle here!

Are you ready to become the leader you know you can be? Sign up for Vertex Live Nationwide here.

Subscribe to ServiStar Leadership Podcast on your favorite streaming service

Leaders should be focused on how to transform good into great. The challenge we face is that we get overwhelmed with the urgent tasks that distract us from the important coaching tasks we have as a leader. Our class, Coaching For Performance, is focused on the science of coaching and how to practically do this. In this episode we focus on the art of coaching while sharing some secrets from the class.  

In this episode we cover:

• What are your employees skills and attributes and how to exploit these talents.    

Links from show:

Learn how to coach your team to be high performers. Click here to register for Vertex live nationwide.

Don't have the time or budget to take Vertex live nationwide. We offer Coaching For Performance live online, as a standalone class. Click here for more info. 

Subscribe to The Credit Union Leadership Podcast on your favorite streaming service.

We want to hear from you! Talk with us so your podcast can best serve you.

Studies show that over half of the current credit union CEO's will retire within the decade. The alarming fact is that 56% of new CEO's typically fail within the first 18 months. Don't be the average CEO. Listen to this episode and learn how to be a leader worth following.

In this episode we cover:

• Significant elements that are vital for the prosperity of new CEOs.

$100 OFF NEW COURSE! USE DISCOUNT CODE: giant

Links from show:

Click here to sign up for Leaders Worth Following - USE DISCOUNT CODE: giant FOR $100 OFF

Take the free 5 Voices Assesment to help you identify your foundational voice

Subscribe to Credit Union Leadership Podcast on your favorite streaming service

Do I want to be an order taker or a pushy salesperson? In this episode we talk about the two extremes in sales and using the credit union mission to find the balanced middle. 

In this episode we cover:

• Identify if you lean towards being a passive order taker or pushy salesman and how to be in the well balanced middle. 

Links from show:

Leaders, get your team to buy into referral selling for the credit union movement. Click here to register for our Credit Union PHD class!

Subscribe to The Credit Union Leadership Podcast on your favorite streaming service.

We want to hear from you! Talk with us so your podcast can best serve you.

What separates the good from the great? We all know a great leader when we see one. But can we define a great leader? In this episode we discuss how our Vertex course defines and trains great leaders. 

In this episode we cover:

• Using your attributes to the maximize potential. 

Links from show:

Are you ready to become the leader you know you can be? Sign up for one of our leadership classes here.

Subscribe to The Credit Union Leadership Podcast on your favorite streaming service.

We want to hear from you! Talk with us so your podcast can best serve you.

Most people have apprehension when asked to do a sales based role in their job. We look at the top three reasons why sales can be challenging and give you a solution to rise above these hurdles.

In this episode we cover:

• Top three reasons people are reluctant to do sales.

Links from show:

Click Here to see the Umbrella Man

Interested in becoming a sales champion? Sign up for our course here.

Subscribe to The Credit Union Leadership Podcast on your favorite streaming service.

We want to hear from you! Talk with us so your podcast can best serve you.

Service Excellence is what defines the credit union movement, but the recent ASCI survey on customer satisfaction begs to differ. In this episode we emphasize the need for maintaining attention to detail and customer satisfaction.

In this episode we cover:

• Where Chick-fil-A and credit unions are similar.

Links from show:

Click here to see American Customer Satisfaction Index to see how credit unions and banks compare today.

Free Resources - watch our leadership minute videos and get our free books to inspire you to give excellent service.

Interested in service excellence? Sign up for our course here.

Subscribe to The Credit Union Leadership Podcast on your favorite streaming service.

A cap off of a great run- Season 5 ends with leaders @Chris Bryan our COO and @Taylor Murray our CEO as we discuss our past year and what's to come at ServiStar Consulting.