Happy Members, Happy Credit Unions: The CU Happy Tour
Renown speaker on financial wellness (and credit unions), Jason Vitug, founder of Phroogal, stopped by The Credit Union Connection to talk about credit unions and their role in consumers financial wellness, as well as how to better go about coaching members and rising-star employees! He's looking for credit unions to partner with on The CU Happy Tour, too, so below the show notes is how to connect with him!
SHOW NOTES:
0:00 Jason gets to introduce himself
1:40 Getting local
2:12 The tie that binds mental health and financial wellness
5:20 Building emotional brand connection with your credit union
7:12 Serving life stages
11:10 Credit unions are dream makers
13:25 Rising stars leaving credit unions - some hard truths
"You can take the boy out of the credit union, but you can't take the credit union out of the boy." - Jason Vitug
22:21 Credit unions' time to experiment
25:17 Why millionaires are produced from financial uncertainty
HOPE: Hearing Other People's Experiences
30:35 Jason's HOPE?
Connect with Jason!
Financial wellness site: www.phroogal.com
CU Happy Tour: www.phroogal.com/cuhappy
Linkedin: https://www.linkedin.com/in/jasonvitug
Upcoming book (2/1/23): Happy Money Happy Life: A Multidimensional Approach to Health, Wealth, and Financial Freedom
Support local bookstores: https://bookshop.org/a/86952/9781394171262
Amazon: https://a.co/d/hWgU8fV
Previous Book: You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life
Shop local: https://bookshop.org/p/books/you-only-live-once-the-roadmap-to-financial-wellness-and-a-purposeful-life-jason-vitug/12549581?aid=86952&ean=9781119267362&listref=my-top-money-books
Amazon: https://a.co/d/3QOMypc