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People can go ANYWHERE for financial services and products.  Whether it’s a bank or credit union, they all basically offer the same products and services.  As we always tell our workshop participants, the main difference is service.  It is not only imperative that as a financial institution you consistently deliver...

If you want to significantly improve performance at your bank or credit union, I would highly recommend focusing on your frontline team. Frontline employees are your most important asset, as they are the face of your organization and directly impact how your customers/members perceive you and ultimately choose to...

As a leader, you can have the best plan in the world for how your employees are going to meet, and even exceed, goals.  You can navigate through all of the potential roadblocks and challenges to ensure that this triumph will take place. After all the effort and planning you invested into attacking your goals head...

Managerial skills are very important to possess when you’re in a role of leadership in a financial institution. However, you don’t want to just “manage”, you want to bring incredible productivity and...

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