Seminar Topics and Descriptions
Seminars designed and presented by Sean McDonald and Your Full Potential, LLC.
All rights reserved.
Seminars can be customized to fit your needs and are available in 2 hour, half-day and whole-day modules. Each can be presented via webinar or in-person by Sean McDonald. If you don’t see what you’re looking for on this list, ASK us to do it anyway! If we can, we will! If we can’t, we will find someone who can!
Here is a partial listing of YFP Seminars:
Member Service – It’s What Sells!
This presentation focuses on the importance of providing outstanding service to members. There is no substitute for outstanding service. Giving “good” service is not good enough! Member loyalty is built on outstanding service. This presentation will offer suggestions on how credit unions and their employees can show how much they value their members.
Click here to view a video on Member Service
STOP Missing Opportunities With Effective Cross-Selling Techniques
The best opportunities usually present themselves IN PLAIN SIGHT. But, we sometimes miss these big chances because we have never been taught HOW to recognize them in the first place. In this fast-paced and exciting discussion, come and learn about techniques in asking probing questions, the art of listening, and forgetting about the commission or incentive.
Click here to view a video on Cross-Selling
20 Ways to Motivate, Inspire, and Energize Your Team
We’ve all heard about how important it is for employees to stay enthusiastic and motivated. This workshop will reiterate this AND will offer 20 steps that you can take RIGHT NOW to create the level of inspiration and enthusiasm that is needed to sustain success!
Social Media Is Here to Stay and How Credit Unions Should Be Using It
The jury is no longer out. Social Media is here to stay and credit unions need to get on board….FAST! Attend this workshop to learn more about what social media is and what it isn’t, why credit unions should embrace it, and how social media should not be used as a replacement for traditional marketing – but rather as a compliment to your overall strategy.
Credit Unions in the 21st Century: Different Tactics, Same Values.
Times are always changing. Technology is evolving, consumers are more demanding, our members are expecting the latest and greatest…..and we have to stay ahead of the curve. Come to this workshop to review the current state of the marketplace, discuss the latest trends, and walk away with ACTION steps to take in order to build and maintain lasting relationships with your members. For credit unions, tactics will need to change but our core values will always remain the same!
Getting to the Future of Credit Unions – Gens Y, AND X, AND Z, That Is!
We’ve all heard it – how important it is to attract new members from the Gen Y demographic. But why stop there? Isn’t it also important to make every effort to attract members from the Gen X and Gen Z groups as well? The average age of a credit union member nationwide is 47. It’s time to get serious about attracting younger generations to our membership rolls. This session will discuss what is needed to attract these younger members. Walk away with a plan that you can put into action right away!
Effective SEG Development
This presentation gives important action steps on how to build an effective SEG program at your credit union. Some questions that will be answered during this presentation include: How do we get new SEG’s? How do we keep the SEG’s we already have? How do we get more SEG penetration? Building an effective SEG program is key to your credit union’s long-term success. Come to this workshop to find out how to do it the right way!
“Don’t Network – Build Lasting Relationships Instead!”
Good business isn’t about selling all the time – or any of the time. People who expect to get business from an organization (chambers, etc) or just because they give their business card out will usually be disappointed. You can’t expect business – you have to earn business. The Top 5 Mistakes People Make while Networking are……Well, we can’t tell you everything in this description! Sign up for the seminar to learn more.
Is Your Credit Union Not Reaching its Goals? Maybe Your Goals are INSANE!
Every credit union needs vision to move ahead. But vision is only as good as the goals that are associated with it. Do you want to know why most people are never able to keep New Year’s Resolutions? Because they set their goals incorrectly! This session will educate participants in the most effective methods to set realistic goals for their credit unions.
The FUTURE of Credit Unions – Developing OUTSTANDING Leadership
Good members, referrals, ROA – these are all important for any credit union’s success. But it is also CRUCIAL for credit unions to have OUTSTANDING LEADERSHIP if they are to have long-term success! Credit union directors and executive management personnel must start to think LONGER-TERM and look past the horizon. Are you developing leaders? Is the staff motivated to bring the credit union to levels of success never before imagined? This session will discuss the importance of OUTSTANDING leadership, how to get it at your credit union, and how to keep it for the long-term.
To Protect Your Bottom Line – You Must Start and End With Outstanding Service!
As in any business, a credit union must have a healthy bottom line to survive and thrive. That much is certain. So how do we get there? Of course there are a lot of mathematical and scientific methods. But none of them matter one bit or will help in any way if the service levels at your credit union stink. Bad service WILL lead to decreased business and your bottom line will “bottom out.” Hook, line, sinker. This session will suggest ways to combine service models and member satisfaction efforts with the various components of your credit union’s bottom line.
The Member is Always Right – NOT!!
We know that the member is NOT always right. But we have to take steps to make them happy regardless of what their situation is! This workshop will offer helpful hints on how to diffuse a tense situation before it gets completely out of hand. Learn how to change a member’s tone of voice, calm an angry member down, and offer sensible solutions to common problems experienced by your members.
Developing Your Greatest Asset: Coaching Your Employees
Forget about products, services, and rates. Your credit union’s greatest asset is its PEOPLE. The employees who come to work each day need to be enthusiastic and inspired. This workshop will suggest action steps that management can implement to foster the professional development of staff members. A credit union only grows as much as its people are able to grow. If you’re not coaching your employees to success, your credit union will never reach its greatest potential.
Sizzling Marketing & Business Development for the 21st Century
Times are certainly changing and credit unions have to adapt in order to stay relevant. Put simply: the old ways of doing things are just not good enough anymore. This session will explore the current state of the credit union industry and will suggest tactics and methods that will lead to explosive growth and productivity at your credit unions. This session is not for the faint-hearted! Get ready to MOVE!
