www.Don-Klein.com

A Conversation – June 23, 2014

“WHO IS THAT GUY?”

DON KLEIN

• 1997-2013 GNAR AE (CEO)• REALTORS® Division Advisory

Council• RFCU BDO Team Building Session• 20+ YEARS PR/Advertising• MUSIC? Well, sort of . . .

KEY TOPICS

• THE IMPORTANCE OF CULTURE• CHANGE MANAGEMENT – Making it

last• BALANCE/Prioritize• PRACTICAL (REAL) APPLICATION

THE PACIFIC INSTITUTE

Lou Tice/2005 NAR Leadership Summit

VALIDATED

Dr. Bandura, Stanford Univ.Dr. Seligman, Univ. Of PennsylvaniaDr. Latham, Univ. of TorontoDr. Bennis, Univ. of Southern Calif.Dr. Budd, Harvard Medical SchoolDr. Terrell, Washington State Univ.Dr. Kotter, Harvard Business School

CLIENTS

British Telecom AFLACHP Bank of Am.Oracle CitibankVerizon U.S. Dept. Of JusticeHarley-Davidson DHHS/TexasJohnson & Johnson Univ. of AlabamaKraft Foods Hallmark CardsPhillips Petroleum Toyota

CLIENTS - NAR!

“But no single event or experience had a bigger impact on Stinton’s journey to the CEO job than the training he received through The Pacific Institute, an organization that teaches individuals and companies to achieve their fullest potential, in part through the use of affirmations.” (Excerpt from REALTOR® Mag.)

KNOW THE TRUTH

http://www.theiriment.html

WHERE ARE YOU LOOKING?

BALANCE WHEEL - PERSONAL

BALANCE WHEEL - ORGANIZATIONAL

BALANCE WHEEL – BRANDING

BRANDING

(The Experience)

HOW YOUR (ORGANIZATIONAL) MIND

WORKS

RFCU GOALS

• New Members 4,000• Consumer Loans $7,000,000• Mortgage Loans $8,000,000• Commercial Loans $25,000,000• Changing of Deposit Mix to Focus on

Non-Interest Bearing• Culture?

STRATEGIC FOCUS

•RELATIONSHIPS•MESSAGING•TIMING•LOCATION•POSITIONING•SUPPORT•CHOICES

STRATEGIC RELATIONSHIPS

PRIORITY “PUBLICS,” “MARKETS,” AND KEY RELATIONSHIPS FOR THE REALTORS© FEDERAL CREDIT UNION

Who are we positioned to serve?

AEs, Presidents, Presidents-elect, Boards, Brokers, Members, Families (Note: It is all about relationships)

STRATEGIC MESSAGING

COMMUNICATING CORRECTLY ABOUT THE RFCU WITH ACTIONS, WORDS AND TACTICS

Communications audit . . . Are our top 5-6 messages being delivered correctly and consistently to the right audiences?

STRATEGIC TIMING

THE FLOW OF THE REALTOR® YEAR AND THE OPPORTUNITIES IT PROVIDES

•Key times for associations: Key events, yearly leadership change, budget season, etc.•Key times for brokers/members: Dues season, summer activity, etc.

STRATEGIC LOCATION

GEOGRAPHIC OPPORTUNITIES . . . AND ISSUES

Where are RFCU/BDO people located and engaged? What are their priority personal appearances? How do we connect and effectively communicate with a million members nationally?

STRATEGIC POSITIONING

COMMUNICATING WHO WE ARE . . . MORE THAN TRANSACTIONS, PRODUCTS AND SERVICES

How does the RFCU want to be positioned other than simply another provider of financial services? (Financial Partner of the REALTOR© Family . . . And YOUR family?)

STRATEGIC SUPPORT

THE RESOURCES THAT PROVIDE THE FOUNDATION FOR RFCU SUCCESS

What resources do we have and are they being used to the maximum impact? Budget, staff, relationships (NAR, media, etc.) materials, visibility, etc.

STRATEGIC CHOICES

MATCHING INDIVIDUAL GOALS AND AVAILBLE RESOURCES WITH CORPORATE GOALS

Are the resources – including marketing and communications – being used in concert with RFCU goals?

TACTICAL OPPORTUNITIES

•WEBSITE•NEWS RELEASES•VIDEOS•SOCIAL MEDIA•PRESENTATIONS•NEWSLETTERS – Print/Electronic•MATERIALS•TRADE SHOWS, FOCUS GROUPS, RECEPTIONS

WEBSITE

NEWS RELEASES

VIDEOS

SOCIAL MEDIA

PRESENTATIONS

NEWSLETTERS

MATERIALS

TRADE SHOWS/FOCUS GROUPS/RECEPTIONS

NEXT STEPS

A PARTNERSHIP WORKING TOGETHER ON STRATEGIC BUSINESS DEVELOPMENT AND TACTICAL SUPPORT FOR RFCU SUCCESS

www.Don-Klein.com Follow Don on Twitter Find Me On Facebook

1701 Rogers Rd. #410Fort Worth, TX 76107

phone (615) 477-3100email DHKlein52@gmail.com