Sweet Credit Union Business Development: More than Donuts

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1 Sweet Credit Union Business Development: More than Donuts In today s highly social and interconnected world, credit union business development must be viewed as much more than just coffee and donuts. To continue to grow relationships through networking both offline and online, you must view yourself as a brand, the face of the credit union to the relationships you are nurturing, growing and developing. Attend this interactive session lead by James Robert Lay, Grower of Relationships for PTP NEW MEDIA, for the latest thoughts, ideas and best practices of business development from within and outside the credit union industry to help you to continue to develop new business for your credit union. James Robert Lay Grower of Relationships

2 For over a decade, PTP NEW MEDIA has been destroying the box to help select credit unions unify people, product and process to simplify their positioning through education, research and insight of patterns with a focus on humanizing digital marketing and sales systems to target, nurture, convert and multiply leads for loans and new accounts.

3 TAKE GOOD NOTES here. In an effort to be green, I did not print out all the slides for this presentation as the content is always changing. Most likely I was up in my room until 2AM making last minute tweaks with the latest blog posts I found through Twitter and Facebook. However, I have included some key slides for you to take away today. You are invited to write down what we discuss in your own words to remember it better. Or you can just sit back and listen. What ever works best for you. Just don t hesitate to shout out anytime with questions, thoughts or feedback. That s what makes this fun. The conversation. Please me at jrwlay@ptpnewmedia.com for the slides and I will hook you up.

4 TAKE GOOD NOTES here.

5 TAKE GOOD NOTES here.

6 Business Development Yesterday

7 Business Development Yesterday

8 Business Development Yesterday

9 Business Development Yesterday Business Development Yesterday

10 Business Development Yesterday Business Development Yesterday Sales Marketing

11 Business Development Yesterday That Was Then That was then

12 Business Development Yesterday Business Development Yesterday Sales Marketing

13 Business Development Yesterday Business Development Today Sales Marketing

14 Business Development Today You are the brand.

15 Business Development Today Remote Account Opening Name Phone Address City State Zip

16 Business Development Today

17 Business Development Today

18 Business Development Today

19 Business Development Today

20 Business Development Today

21 Business Development Ecosystem

22 DESTROY THE BOX!

23 Me: James Robert Lay Web: Twitter: Phone: Let s carry on the conversation. Shout me anytime.

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