Bo McDonald

This article was originally published on YourMarketing.Co. Every January, I hear some version of the same thing from credit union leaders: “It just feels like everything is changing at once.” Technology is accelerating. Member expectations are evolving. Margins feel tighter. Competition looks different, and sometimes unrecognizable. There’s a sense that the ground is shifting. And it is. But here’s what I keep coming back to: It has always been shifting.

This article was originally published on YourMarketing.Co. For credit unions with a foundation in serving select employee groups (SEGs), growing membership should be simple—after all, you have a built-in audience. But in reality, reaching SEGs and converting them into loyal members comes with its own set of challenges. From lack of awareness to outdated marketing tactics, many credit unions struggle to connect with their SEGs in a way that leads to growth.

Originally published on YourMarketing.Co. It is not your strategy. It is your capacity. The strategic planning season is here. Some credit unions just wrapped up their planning sessions. Others are heading into final reviews for the plan they created months ago. No matter where you are in that cycle, a familiar feeling often creeps in: Why does this look great on paper, but nothing seems to happen afterward? The truth is, most strategic plans fail quietly. Not because the goals are unrealistic.