Author Martha Bartlett Piland shares insights about brand audits from her book Beyond Sticky in this 5 minute videoToo often banks and credit unions jump to tactics instead of putting strategy first in their marketing. The bank's needs are put ahead of customer needs. This results in a pushy sales culture that may not be well received by customers.

Here are some tips to grow a deep and rewarding relationship by serving customers based on their lifestage and lifestyle.


Make sure you're offering products customers want. Watch our 5:29 minute video for insights from Alexandra Reilly, CFMP specifically related to the millennial audience.












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If your bank or credit union needs help developing advertising and products specially suited to your customers, schedule a meeting with Martha Bartlett Piland. Let's have an introductory conversation to see how we can help.