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We serve hope to current and aspiring credit union leaders by providing solutions to your leadership challenges. If you’re a credit union leader seeking to grow your business, tune in to this podcast. ServiStar Consulting’s Mike Neill, Taylor Murray, and Scott Albrecht draw on their extensive experience of working with countless credit unions to provide valuable insights and lessons.
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Welcome to Pacific Tales, where I share the spirit of Aloha, anga ofa, and alofa. Having lived in the South Pacific for most of my life, I have gleaned an abundance of cultural and traditional insights from the islands of Tonga, American Samoa, and Hawaii. I will divulge many of my own adventures and invite special guests to share their experiences.
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format we answer questions from listeners and participants from our courses. We take what you learned from our ServiStar training courses from the classroom and into the real world. In this episode we answer questions from one of our most popular and influ…
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Most clients leave our trainings feeling amped, but feelings fade quickly. How do you bring what you learned in the classroom out into the real world? In this episode we give a principles to aid you as your make the most from your ServiStar training. In this episode we cover: What to do with the 5% early adopters and 15% of fast followers. 80% of y…
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We are entering into a new era in our movement. In the next five years we will see a record high in credit union CEO's retiring. The challenge is that most have not raised leaders to take our place as we move forward. We bring on Former SWAT Team Leader, Navy Seal and Re/Max CEO to talk about the importance of systems to live out the legacy you wan…
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The Credit Union Movement has less than a 1% market share in treasury management. We bring on Tru Treasury to talk about the potential you can achieve with their CMP Certification. This episode is a win-win. Gain frequent larger deposits while helping our members win with money through bulking up your treasury management skills. In this episode we …
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Whether you are a leader or not, you have a part to play in the GROW model. You can contribute to creating a culture that people want to be a part of. Scott & Scott talk about practical credit union applications of the GROW model. And guess what? It's all built on trust. In this episode we cover: What is the problem we are fixing with team building…
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Is your performance management system stale and uninspiring? We all agree that creating a motivating environment is crucial to coaching our team to be a high performing credit union. But how do we effectively motivate our managers to coach for performance? COO of CU1 comes on and shares a highly effective tool she has created to inspire managers to…
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How do we prepare for evaluations? Do we have a thought process in place that helps us boast in our accomplishments while being aware of the situation and people around us? We bring on Founder of Young Professionals Team Affinity Group at UNIFY Credit Union, Sarah Thompson to hear how we can use the refinement process to prepare for evaluations and…
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Our jobs are changing, our lives our changing. Change is hard. Everyone is talking about the rapidly changing technology like AI and Crypto, but are we talking about how do we mentally prepare ourselves and our team for change? We bring on Amazon bestselling author, CUNA "Credit Union Rockstar" and CU Times "Under 40 Trailblazer," James Robert Lay,…
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Welcome to the Solomon Success show, where we uncover timeless insights from King Solomon and the Bible for business and investing. Amidst a sea of false promises, let's refocus on enduring principles for a life of peace and prosperity. I'm Scott Florida, guest hosting for Jason Hartman. Drawing from my 30 years of pastoral and entrepreneurial expe…
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We are moving to an entirely different world. All of the financial institutions are fintech catering to growing consumer demands to get banking done in real time. We bring on futurist, Brett King, the author of Banking 4.0 to cover the epic reframing of how we must think of banking. In this episode we cover: How banking will reframe in the next 30 …
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There is a myth that a strong team is all about the chemistry of the people. We bust that myth with Jim Collison by talking about how the intentional decisions of the leader can build a high performing team. Collison is the CliftonStrengths Community Manager for Gallup and produce Gallup's Called to Coach and the ClifonStrengths Webcasts In this ep…
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Are you getting a case of the Mondays? Albrecht and Anderle dive into four key areas to look into when work feels like a dumpster fire and how to turn that around. In this episode we cover: What DUMP stands for Exploring what it means to find work that meshes with your brand How the Umbrella Man symbol should be lived out in our department. Working…
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This is a bonus episode that was given to us from our time with Dr. Elliott Jardin. ----more---- Using your Brain to Train Part 2: Dr. Elliott Jardin's office hours. It's an extra credit episode of the credit union leadership podcast with our friend, Dr. Jardin. Podcast Extra innings Learning, Preparation, and Emotion in Training Scott Anderle and …
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Our movement is fueled by a desire to serve others. We may find ourselves or our employees passionate about the mission of the credit union, but not loving there work. America's Career Coach, Ken Coleman is a 2 time best selling author and the nationally syndicated radio host of The Ken Coleman Show. We bring him on to share how to make it and what…
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Our mission with this podcast is to serve hope clearly, providing access to industry perspectives in the credit union movement. We want to raise leaders who focus on creating a culture around sales and service. We believe this will improve the financial well-being of our members and change the world. We aim to reach 65,000 new learners within the c…
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We want to be giving the best service possible for our members. This will build confidence with them trusting us with their finances. In this episode our co-host, Anderle talks about how the skills from the food service industry translates to the financial service industry. In this episode we cover: Why competence is the key element in service exce…
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The credit union movement is one that champions women leadership. One of the founders of the CUNEB as Louise McCarren Herring, from Ohio. Our guest, Emily Leite is the Chief Advocacy Officer at the Ohio Credit Union League, with nearly a decade of state and federal credit union advocacy experience. In this episode we cover: How the Ohio Credit Unio…
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The tattooed nerd teaches us tips and tricks to make the most of our virtual trainings and meetings, which seem to becoming the norm. Patrick Kelley is currently the Distinguished Architect at Zoom and has previously worked for Microsoft. In this episode we cover: What does it mean to Never Leave Good Enough Alone How to use zoom to enhance your ro…
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Financial literacy and autonomy in the 21st century will require our movement to understand, embrace and educate the paradigm shift of digital assets and decentralized/distributed technologies. What will we do when our member wants to use digital assets and protect their wealth? Executive Vice President at St. Cloud Financial Credit Union, Chase is…
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Get down with the system. While systems are good, over-reliance on the process could lead to poor behaviors in referral sales. In this episode we give practical tips to help you and your team focus on the behaviors of a referral sales champion rather checking off the boxes of the systems in place. In this episode we cover: How to catch your team do…
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As a movement we want to improve the financial lives of our members but we may be unwilling to sell products because it makes us uncomfortable. In this episode we connect selling with meaning and relevance to inspire front-line employees and leaders to improve the financial lives of our members. In this episode we cover: How to respond to common ex…
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We say we are about people helping people, but most of us are killing the industry softly with our teller stare. We discuss how service excellence is how we embody the value of helping people as Scott & Scott delve into a wealth of actionable advice to combat the dreaded, "Friday fatigue." In this episode we cover: Challenges leaders face with exce…
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Leaders should be focused on how to transform good into great. The challenge we face is that we get overwhelmed with the urgent tasks that distract us from the important coaching tasks we have as a leader. Our class, Coaching For Performance, is focused on the science of coaching and how to practically do this. In this episode we focus on the art o…
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Studies show that over half of the current credit union CEO's will retire within the decade. The alarming fact is that 56% of new CEO's typically fail within the first 18 months. Don't be the average CEO. Listen to this episode and learn how to be a leader worth following. In this episode we cover: Significant elements that are vital for the prospe…
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Do I want to be an order taker or a pushy salesperson? In this episode we talk about the two extremes in sales and using the credit union mission to find the balanced middle. In this episode we cover: Identify if you lean towards being a passive order taker or pushy salesman and how to be in the well balanced middle. Examples of how to and how not …
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What separates the good from the great? We all know a great leader when we see one. But can we define a great leader? In this episode we discuss how our Vertex course defines and trains great leaders. In this episode we cover: Using your attributes to the maximize potential. Over and under emphasizing outcomes and behaviors The importance of clear …
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Most people have apprehension when asked to do a sales based role in their job. We look at the top three reasons why sales can be challenging and give you a solution to rise above these hurdles. In this episode we cover: Top three reasons people are reluctant to do sales. Member-Centric vs Profit-Focused sales models The significance of The Umbrell…
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Service Excellence is what defines the credit union movement, but the recent ASCI survey on customer satisfaction begs to differ. In this episode we emphasize the need for maintaining attention to detail and customer satisfaction. In this episode we cover: Where Chick-fil-A and credit unions are similar. Speed between credit unions and other financ…
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According to Gallup research, most workers in the world are disengaged with their work. For the past 5 years, ServiStar new hire, Scott Anderle, has worked at Chick-fil-A, where his team built a culture around being the most caring company and how to apply this sense of mission to your credit union. In this episode we cover: Find your purpose. Find…
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Jason Hartman welcomes Ronald Reagan to the show to share a moving Christmas story. Next, some mortgage financial planning illustrated by "A Tale of Two Brothers" by Ric Edelman who has educated his clients for years on the benefits of integrating their mortgage into their overall financial plan. #SolomonSuccess #WisdomForSuccess #BiblicalPrinciple…
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With mergers becoming more common within the movement, we decided to discuss the process. For the past 20 years, our guest, Mike Bell, has completed the majority of credit union purchases of banks and other businesses, including insurance, investment, and trust companies and real estate brokerages and mortgage originators. In this episode we cover:…
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As leaders in the credit union, we have either been involved in or intrigued by the hiring process for executive level members. Our guest, JT is the president of Angott Search Group. JT is committed to search and recruit for a wide range of position levels in the credit union sector, including everything from CEOs, CFOs and CIOs to loan officers, b…
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ServiStar is growing and scaling to be able to offer new solutions to help credit unions grow while maintaining the same level of consistency credit unions have come to us for. Our mission is to inspire transformational change in credit unions and to help us do that, we recently onboarded a new COO, @Chris Bryan On this podcast, Chris shared his st…
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Grab a pen and some paper. The latest vertex live nationwide class got a new topic - Emotional intelligence. They did a fantastic job giving the ServiStar team questions to answer in between sessions on the topic covered. Mike recorded his response to the questions posed and we used the audio for this podcast. Enjoy this episode of the credit union…
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Jason Hartman talks with Robert (Bob) Katz, author of The Solomon Portfolio. Robert W. Katz has been a partner in a New Orleans-based certified public accounting firm for the last 30 years. His areas of specialty include personal financial planning, tax and estate planning and health care consulting. #SolomonSuccess #WisdomForSuccess #BiblicalPrinc…
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From 1998 to 2023, ServiStar has inspired transformational change in our great movement. To help us celebrate, George A. Hofheimer of Hofheimer Strategy Advisors joins Mike Neill to reminisce on their time together building what we now know as ServiStarConsulting. George Hofheimer has 25 years of experience advising the consumer finance industry. ​…
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It's been a while since we did a BONUS episode. We have never done an episode this impactful that wasn't a part of our regular cadence. It was too impactful to hold for a regular release date. Do I have your interest yet!!???!!!- You need to listen to this podcast. @Walter Scioli- you have the floor, my man. Here is the solution Walter raved about …
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ServiStar's Mike Neill and Community Financial's Tansley Stearns share on today's podcast the journey they both took to get ServiStar where it is today. They also deep dive into what it looks like to lead with purpose inside and outside of our great movement. It is our great pleasure to bring to you, the Tansley Stearns Anniversary podcast!…
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Jason Hartman talks with Jim Collins, a Pastor, Motivational Speaker, Businessman and Author, he is the Founder of Beyond Positive Thinking Ministries and the Pastor of Victory in Christ International in Jupiter, Florida. Ten leadership success principles with you that will help you both in your personal life and in your business life. #SolomonSucc…
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How do you compete in the marketing space as a credit union? On today's episode, we sit down with marketing guru, Adam Mark, of 2060 Digital who discusses how to show up on a search without running out of your budget. To keep this conversation going, connect with him on LinkedIn Here: https://www.linkedin.com/in/adam-mark-8052864/…
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Eric Gubka, Credit Union Enthusiast joins fellow nerd, Taylor Murray and take us on a journey through history, our history, in this podcast and give you a teaser for our new grassroots movement program we run for FREE call PHD. Here is more about the new program: Limited to the first 50 participants! Let’s not forget why we do what we do. The credi…
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Welcome to the Solomon Success Show! Listen in as Jason and Bruce Fleet talk about The Solomon Secret: Seven Principles of Financial Success from King Solomon, History’s Wealthiest Man. Using Solomon's life and teachings as a foundation, Bruce Fleet offers today's readers a unique, well-grounded, proven method of wise investing. Solomon was more th…
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On this episode of the Credit Union Leadership Podcast, our founding father, Mike Neill shares some eye-opening data from the latest Gallup survey on the state of employee engagement. Brace yourself, because the results show that only 33% of employees in North America are actually engaged in their work. That means a whopping 67% of employees don't …
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Welcome to the Solomon Success Show! Listen in as Jason talks about the Ten Commandments of Successful Investing. Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ F…
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Today we regroup with our friends over at Life Money You to discuss what they have been up to since we last spoke. Sit back, relax, and enjoy this episode of the Credit Union Leadership podcast! Life. Money. You.®BCU's chosen Financial Well-Being Program to help you take control of your money. A holistic financial well-being Credit Union Service Or…
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Megan James our newest trainer and now learning and development instructional designer has created two new trainings you should know about. More about her is below: Hometown: Rolla, MO Pets: Two Goldendoodles, Ruby and Piper Hobbies: Going to the beach, exploring new restaurants, spending time with friends and family, but mostly working on my yard …
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There are many misconceptions about delegation. In this episode, listeners will learn how to avoid the pitfalls and challenges in order to use this leadership skill for the development of their employees. To register for our Fall Vertex Live Nationwide course- click this link here: https://events.servistarconsulting.com/event/vertex-live-nationwide…
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