By Whitney Loe, Ignite Sales
You’ve already learned the first two steps in the path to primary, now let’s tackle the most critical one of all: Finding the courage to act. (Step 3 of our three-part series).
Over the past few months, we’ve discussed the steps you need to take to move your credit union closer to that coveted role of members’ primary financial institution (PFI).
First, we showed you how to move from order taker to change maker, by engaging with your members and having personalized conversations on every channel.
Next, we discussed how to consistently use every interaction to uncover and provide what your members really want and need from you–not just in the digital realm, but in your face-to-face connections too. After all, very few credit union members report having a credit union product or service that meets their needs and there’s way too much competition to be complacent about that.
Now we’ve arrived at the third, final, and most critical step of all: How to channel your inner Lion (ala The Wizard of Oz), to find the courage you need to make Steps 1 and 2 happen. Does that final step feel a bit overwhelming? We get it, change often does. But you CAN do it.
To get your Lion mojo going, keep the following in mind.
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