> Rave Reviews
“You’re interesting, lively, and most important ‘engaging’!”

Cassandra Grayson, FL Credit Union League

 

> Rave Reviews
"Entertaining with life long key messages to live by!"

Tarrel Storey, Northwest Federal Savings Bank

 

> Rave Reviews
“This was a very entertaining seminar with a lot of great resources to take back with you.”

 Jennifer Fitch, Annapolis Bank & Trust

New Programs:

 

Leadership & Volunteers

 "Seven Great Habits That Won't Work Anymore"

 The drive to win helped get you where you are. Why would you consider changing? CEOs and Board Members are often naturally competitive. There's nothing wrong with that. It is a problem, however, when we focus on winning when that’s not what counts or when no one is counting. See how this "flaw" effects our success in other areas.

Are you building a solid team or encouraging sucking up? Are you providing explanations or excuses? Are you open to other's insight or do you punish the messenger? Now is the time to identify what may be holding you back. Learn seven steps to becoming a better you, building better relationships, and creating a better company.

(75 minutes)

 

“Attracting Volunteers: Magnetize Your Credit Union”

 According to Webster, magnetize means to exert an irresistible influence upon something. Learn three expectations of prospective volunteers. Learn five ways to attract volunteers to your organization.

Looking for Board members, Supervisory Committee members, Loan Committee members, volunteers in general can be exhausting. Your members are busy. Why would they want to spend their free time helping you? Because you are irresistible!

(up to 75 minutes)

  

Teambuilding

 “Mining the GOLD in Your Team” 

Let's go West in search of GOLD! Journey to the trails and caves of Superstition Mountains, AZ in search of the Lost Dutchman's Gold Mine and let's "mine as much gold as we can." What is gold to you? Maybe it's results, goals or accomplishments. Maybe it's human capital, ideas for innovation or member retention. Discover what is getting in your way of mining as much gold as we can. Observe teamwork like you've never seen it before.

 Organizations need high-impact tools to improve communications, teamwork and leadership. Experiential exercises and action learning have proven to be of great benefit when directly linked to business issues. Impacts are long-term and participants have fun.

 This simulation is a memorable and powerful experience. Participants will focus intense energy on generating solutions and planning for resource consumption. In particular, it often generates collaboration and communication behaviors that link to real organizational improvement opportunities. And you don't get wet!

  (Plays and debriefs in three hours)

  

Business Development

 “Business Development: Taking It To the Streets”

 Whether you are new to the position or a tenured BDO, you won’t want to miss a minute. You are the face and often the voice of the company to most potential customers in your area. Come get energized or re-energized to tell your story.

Learn to make the room work for you. Get the most out of your partnerships. Pique their interest in your products and services. Set the room to get the maximum attention. Make the best impression while leaving a lasting impression. Business development is more than doughnuts and a smile! 

(up to nine hours)

  

Employee Training

 “Unimaginable Service: It Just Keeps Getting Better!”

 Even in this electronic age, consumers continue to want that personal touch. Survey after survey confirm many of them want to come in, call in, somehow communicate with us directly. We are available, intent on meeting or exceeding their expectations. Is it enough? How do you meet or exceed expectations when we don’t know what they are? What makes members come in and come back? Does coming back mean they are delighted with our service?
Service is a relationship business. Appropriate body language and listening techniques are critical to confirm our interest in the financial well-being of our members. Revisit, refresh, or revise your conscious, or unconscious, decisions in the use of non-verbal communication, word choice, and listening skills. Determine 4 response methods which will generate feedback and interest in listening.

Unimaginable service doesn’t end when they walk away or hang up. Identify areas that affect your ability to absolutely delight your members. Take 5 steps to engage them. Find 6 tips for taking interest. Identify 7 behaviors guaranteed to frustrate members ~ often to the point of never returning. Master 8 stress management tips to use when confronted by those who push, pull or prod. 

(up to six hours)

 
“You are THE Difference”

 You are different. Well, that’s what all the advertising says, anyway. But how are you different? You say you treat everyone the same. Why would you do that? They are not the same! You call them by name. So what? Everyone calls me by my name. You say you care about getting it right. But right for whom? You say you’re a step above. But how do you maintain your focus? How do you keep from getting caught up in what the other guy is doing?

Reconnect with your passion. Refocus your mission. Return to your first love. Employees are THE difference. Own it!

You get to write the script. Let it be for everyone who walks away, signs off, or hangs up to say, "WOW! I'll never do business with anyone else!"

(up to 60 minutes)

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