FOR CREDIT UNION LEADERS

WHAT DO YOU REALLY BELIEVE IS GETTING IN YOUR TEAM’S WAY?

The business is already there in the member conversations your team has every day, and in the referral relationships they could be building. The question is how much of it turns into a loan, a deepened relationship, or new business — and how much quietly slips past.

Whether you lead originators, branch representatives, or a call center, closing that gap has a path.

In this video

The wall more effort hasn’t moved

Find where your team’s path begins

Which Path is Yours?

IF YOU LEAD A MORTGAGE ORIGINATOR TEAM

They're taking orders when they could be building business.

Your originators speak to members but are they persuading or simply taking orders? If you want your team to develop referral partner agent relationships, do they know how? Both of these are fixable to increase your credit union’s originations.

The originator path →

If you lead branch or call-center teams

The opportunities to serve and grow are right there in front of your team - most let them pass.

Your team serves members every day. The moment to deepen a relationship shows up constantly, but your team may not see it, or might not know how to act on it. Closing the gap is simple when your team members know what to say, what to ask, and how to never sound like they are doing a sales pitch. This is the magic behind mastering Conversations that Count.

Call-center path →

Why Ron

YOUR TEAM DOESN'T NEED TO SELL. THEY NEED TO SERVE ALL THE WAY THROUGH.

Every sales trainer walks in talking about closing. That’s why credit unions fear the culture shock a “sales trainer” could bring. Ron doesn’t bring that culture shock. Credit unions are built on membership, not quotas — and the skill your team is missing isn’t how to sell, it’s how to serve the member all the way through the conversation. This is what Ron brings to your team.

Credit Unions that have hired Ron or have had team members attend his training.

Credit Unions that have hired Ron or have had team members attend his training:

PenFed Credit Union
Partners Federal Credit Union
OMNI Federal CU
LAFCU
Mountain America Credit Union
United Nations Federal Credit Union
Dakotaland Federal Credit Union
Suncoast Credit Union
Honda Federal Credit Union
First Tech Federal Credit Union
Goldenwest CU
VyStar Credit Union

Stanford Federal Credit Union
Lake Michigan Credit Union
GreenState Credit Union
Purdue Federal Credit Union
Idaho Central Credit Union
Delta Community Credit Union
Mayo Employees Federal Credit Union
Teachers Federal Credit Union
Star One Credit Union
GECU FCU

Indiana Members CU
Notre Dame Federal Credit Union
Patelco Credit Union
Desert Financial Credit Union
Thrivent Federal Credit Union
OnPoint Community Credit Union
Wings Financial Credit Union
Global Credit Union
Broadview Federal Credit Union
PSECU

Texas Dow Employees Credit Union
Veridian Credit Union
Hudson Valley Credit Union
CU of America
CUSO Home Lending
Emporia State FCU
Everwise CU
Member First Mortgage
Members Mortgage Services
Servion

Find Yout paths

Mortgage Originators

Back to growth — by fixing what’s underneath.

Diagnose the belief capping your production, get the exact language shift, and use it in your next agent conversation. The pattern changes, then the numbers do.

Break Through the Wall →

For AE's Only

The rep brokers actually make time for.

Build the positioning and the conversation that separate you from every other AE who called this week — so you get in the door and stay in it.

Find Your Advantage →

For Credit Unions Only

Purchase business from members you already serve.

You lead the team. The conversations they have decide the outcome. Start with the one that changes both.

Choose Your Path →

Team Training

One diagnostic standard across the whole team.

You’ve run the trainings before. The lift faded and the numbers drifted back. That’s not a training problem — it’s what gets missed when nobody changes how the team thinks.

Start here →