Mission – Movement – Monument

I have the pleasure of visiting credit unions across this wonderful nation.  It is the greatest joy in my career to get to see the hardworking people of this country face-to-face. Recently, I was at a credit union in San Antonio, Florida.  Yes, there is a...

Not a Problem, Until It’s a Problem

Jessica and I spend a lot of time getting “in the short grass” onsite with clients. Part of our consulting work involves following an application from origination all the way through the process to terminal storage. I describe this as “getting the...

Average Production

Photo by Engin Akyurt on Pexels.com Clients, As summer winds down, our travel schedule at CU Lending Advice starts getting very busy. We have a busy Fall on the books as credit unions enter planning season. One area that we focus on when working with clients is the...

Competing for Your Deposit Dollars

Clients, I love a good competition. Recently, I was playing cards with my adult children, they were home for a visit and inevitably the visit always seem to end in a night of cards. I love to win, rather, I hate the pain of losing more than the joy of winning :). My...