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Courting Boomer Members:  A Key Business Growth Strategy

We hear so much about getting Generations X, Y, and Z engaged in our credit unions, but what about the Baby Boomers?

It’s equally important to reach out to Boomer Gen Members (45-65+yr olds) with products and services. After all, Boomers are the largest most powerful demographic group in terms of buying power, influence, and wealth, and their financial services needs include taking care of generations behind and ahead of them.

In this session, credit union authority John Vardallas will highlight strategies for appealing and marketing to this group of members with suggested products and services such as retirement planning, HSAs, long term health care, and small business needs. These and other services can be directed to Boomers and their families to help keep them engaged, and grow and sustain your credit union into the future.

Who should attend?

  • Business Development
  • Marketing
  • Operations
  • Member Service
  • Lending

Meet the presenter:
As Founder/CEO of TheAmericanBoomeR Group, John Vardallas leads a speaking, consulting, and Internet enterprise that reflects his passion and dedication to enhancing the success, quality of work, and lifestyles of leaders, their organizations and consumers. An international trend watcher and provocateur, he helps CU industry leaders synthesize trends into strategic organizational directions, to improve business growth and workplace productivity. With over 30 years of professional management and leadership development experience, Mr. Vardallas has conducted professional and personal development programs for executives, employees, volunteer, and consumer group leaders around the world.He also facilitates Strategic Planning sessions for a variety of asset size credit unions throughout the USA.

Mr. Vardallas is a host and featured speaker on global educational conference cruises and has also appeared on business and lifestyle, radio and cable TV programs. He is the author of a recently published book "Leadership Thoughts for Prospering in the 21st Century" and numerous business and trade articles on the quality of consumers’ lifestyles and the legacy of his generation of Americans.John is a member of the One Billion dollar plus University of Wisconsin and Summit Credit Unions.

Registration Investment: $195 for League Member
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Courting Boomer Members: A Key Business Growth Strategy
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