Brief Summary of Episode #337
People are looking for two things on their financial journey: Help and hope.
But for so many people, hope must come long before they're open, able, and willing to receive help.
And the good news is that your financial brand is likely offering help to people.
But how can you confidently communicate hope through your marketing and sales strategies?
In this episode of the Practical Perspective series, James Robert will be sharing insights from a recent keynote at NAFCU's Engage Annual Conference where you'll gain the knowledge and actionable steps to guide your account holders beyond financial stress towards an even bigger, better, and brighter future.
Key Insights and Takeaways
- Exponential technologies shaping consumer behavior (10:51)
- Financial stress, AI, and credit unions (18:07)
- Transforming consumer behaviors through mindset shifts (24:32)
