Patrick Galvin has delivered keynote presentations for credit unions from 29 states. He has spoken for the CU Business Group, American Credit Union Mortgage Association, and regional credit union associations in California, Washington and Oregon. He is also the author of The Connector’s Way: A Story About Building Business One Relationship at a Time that has sold over 16,000 copies and will be published in China. Featuring seven simple yet powerful rules for building business one relationship at a time, the book has received positive reviews from credit union professionals.
Larry Middleman, President/CEO of CU Business Group, talks about Patrick Galvin’s keynote at the company’s annual conference in both Portland, OR and Savannah, GA.
Fred Ferrell, VP of Real Estate at SchoolsFirst FCU, shares his thoughts on a business relationship building workshop that Patrick Galvin delivered for credit union employees.
Credit unions have strong relationships with their members that they can leverage to create growth opportunities. Whether Patrick is giving a keynote presentation at an industry conference or presenting a workshop for credit union employees, he galvanizes people into action with practical strategies and tactics that increase member loyalty and referrals. His most popular programs are listed below.
The Connector’s Way: Building Your Credit Union One Relationship at a Time
The most successful credit unions are those that build excellent relationships with existing and prospective members. Patrick shares seven simple yet powerful rules for building relationships in the real world and online from his book The Connector’s Way that will galvanize your credit union’s success.
In this program, you’ll learn how to:
- Nurture body and mind create to positive energy and enthusiasm that allows you to build and maintain strong relationships
- Seek out individuals who you expose you to new ways of thinking
- Ask members and professional connections how you can be of service
- Serve others without consideration for how you will benefit
- Exceed expectations
- Let people know how they can help you succeed
- Be grateful
Beyond Networking: Cultivating Real World and Online Connections
While most credit union professionals agree that networking is an important way to strengthen connections with members, prospective members, and professional connections, many avoid it because they perceive it as awkward or self-promotional. Connecting, on the other hand, is about developing and cultivating long term, meaningful relationships.
In this program, you’ll learn how to:
- Find groups that offer the best opportunities to make connections
- Maximize the value of the groups and organizations that you join
- Develop a strategy for creating connections that is actionable and measurable
- Build long-term trust that increases the likelihood that people will do business with you or refer business to you
- Leverage underutilized yet highly effective LinkedIn strategies for relationship building
Galvanizing Your Credit Union with Word of Mouth
Every day, Americans engage in more than two billion conversations to talk about the products, services and organizations that they like and dislike. When members hear good things about your credit union, their loyalty increases, and they are more likely to refer you to friends, relatives and professional connections. Positive words of mouth is twice as effective as most forms of paid marketing for attracting new members and growing existing services.
In this program, you’ll learn how to:
- Stand out from advertising clutter
- Create meaningful ways of supporting your community that generate enthusiasm from existing and prospective members
- Monitor the quality of your word of mouth in a methodical yet low-cost way
- Give your members reasons to spread positive stories about your credit union
- Ask for referrals from your members in a way that strengthens relationships while generating quality leads
Other Popular Topics Include:
Delivering Remarkable Member Service
Creating and Inspiring a Team that Goes the Extra Mile
Building Strong Personal Brands that Reinforce Your Credit Union’s Brand
Patrick never gives the same presentation twice and takes pride in customizing his presentations to meet the specific needs of each client. If you don’t see a presentation that fits your needs, Patrick encourages you to speak with him so he can tailor a program that will help you achieve your objectives.
Patrick’s presentations will help your employees build better relationships to increase member loyalty and boost referrals. Credit unions across the country have reported that Patrick’s presentations and workshops have had a powerful impact on overall growth while increasing employee engagement, boosting talent attraction and retention, and improving employee health and happiness.
Interactivity & Support
Patrick’s presentations are highly interactive which makes it easier for audiences to retain new ideas and put them into action. Participants might find themselves engaged in one-on-one discussions, brainstorming best practices in small groups, and creating and committing to personal action plans. Handouts can be provided with summary information, activities, and reading recommendations. Follow-up programs to ensure sustained impact can be custom-designed for your organization.
When you hire Patrick as a speaker, he will:
- Learn the priorities of your organization in general and your event in particular
- Interview a cross-section of prospective attendees to assess their needs and include their stories
- Deliver an engaging interactive presentation that provides lasting value
- Interact with audience members after the presentation
- Galvanize your audience to greater levels of success
Working with Patrick
Great relationships are what distinguish one financial institution from another. Credit union speaker Patrick Galvin will customize a speech or program for your credit union based on the powerful business relationship building lessons from his book, The Connector’s Way.
Read what some credit union professionals have to say about working with Patrick:
“Patrick opened our annual conference with a lively one-hour keynote. Throughout the three-day event, speakers and attendees kept referring to his ideas about business relationship building. We want keynote speakers who make a lasting impact and Patrick certainly did that. I would highly recommend him as a keynote speaker for any conference.”
President/CEO, CU Business Group
“Thanks again for a wonderful presentation and for copies of your book for everyone. Your message was well received and fit nicely with our program.”
President, American Credit Union Mortgage Association (ACUMA)
“Patrick presented on real world and online networking to our entire mortgage sales force. His presentation was engaging, interactive and powerful to foster new ideas, change behaviors and grow our business. How do I know? Within two weeks of the presentation, multiple loan officers had gained new contacts, joined networking groups and/or directly received referrals as a result of their actions.”
Director of Mortgage Sales, BECU
“We had Patrick speak to all of our mortgage loan officers across the company about networking and leveraging social media to increase referrals. Patrick was easy to work with and met with us prior to the presentation to customize the content to meet our needs. After two days of back-to-back presentations, we asked our loan officers who their favorite speaker was and Patrick was at the top of the list. Many went home that weekend and implemented the recommendations that he provided. He is engaging, and provides clear, easy-to-implement ideas that any loan officer can take to enhance their business. I highly recommend Patrick as a speaker to any credit union or financial institution.”
Regional Director, First Tech Federal Credit Union
“Everybody enjoyed Patrick’s presentation and anybody that hires him to coach their team and drive their goals will be pleased.”
Vice President of Real Estate Lending, SchoolsFirst FCU
“I’ve had the pleasure twice now to attend Patrick’s workshop and each event was very uplifting, encouraging and motivating! The first event was at the SoCal CUREN meeting in 2017, where he was a guest speaker. I was so impressed; I knew we had to have him as our guest speaker at our annual company team-building event. In 2018, he facilitated an interactive workshop for our team focused on his book The Connector’s Way: Building Your Business One Relationship at a Time. The event was a huge success, our employees raved about it for weeks, and it truly made a positive impact on our organization! I can’t thank him enough!”
CEO, Community Mortgage Funding
“Patrick’s presentation challenged the mortgage loan officers to view their LinkedIn and other social profiles from many vantage points. His presentation was personalized for our group, dynamic, and very interactive, thus, allowing our sales team to get the most out of his message. Most importantly, Patrick ardently followed up with individual coaching sessions for each sales person and provided personalized recommendations for each of their profiles to ensure that they were maximizing all opportunities in getting their personal message out. Patrick’s recommendations, coaching, and determination to help increase each sales person’s sales numbers have provided noticeable online activity resulting from their improved social profiles. I would highly recommend your team experiencing Patrick’s ‘Galvanizing Effect.’”
Director of Mortgage Lending, Advantis Credit Union
“Congratulations! You gave an outstanding speech at our mid-year managers meeting. Thank you for so eloquently describing the benefits of face-to-face and online networking and giving us so many great tips and ideas on how we can network more effectively. We are all looking forward to another chance to hear you.”
Branch Manager, America’s Credit Union
“I have had the distinct pleasure of seeing Patrick Galvin present his excellent ideas and strategies twice now. Both times I took massive notes because it was so useful! His book of course covers many of his excellent points on how building relationships is rewarding for our business and our personal lives but you can’t get enough of a good message, especially with his personal examples and fun delivery.”
Chief Sales Officer, Xceed Financial Credit Union
To learn more or customize a program for your organization, please contact Patrick here.