In this inaugural episode of the Credit Union Sales and Marketing Podcast, hosts Paul Robert and Bill McKenna discuss the critical integration of sales and marketing within credit unions. They emphasize the importance of collaboration between these two functions to drive growth and capitalize on opportunities.

The hosts share their backgrounds, highlighting their extensive experience in the credit union industry and the evolution of marketing strategies over the years. They also encourage listener engagement and feedback for future episodes, aiming to provide valuable insights and resources for credit union professionals.

Takeaways:

·      Sales and marketing must work together for success.

·      Marketing's primary role is to drive opportunities.

·      Sales job is to close deals.

·      Capitalize on opportunities to deepen member relationships.

·      Don't reinvent the wheel; learn from others' successes.

·      The credit union industry is evolving rapidly.

·      A solid marketing strategy is essential for growth.

·      Digital marketing allows for better tracking of ROI.

·      Culture change is necessary for successful strategy execution.

Keywords:

#Credit Union #Sales #Marketing #Podcast #Culture #Strategy #Member Growth #Branding

Hosts:

Bill McKenna

Paul Robert