"If you like receiving post cards, then Paul Lucas is your (marketing) man! In all seriousness, although I do enjoy Paul’s postcards from around the country, it is his knowledge of marketing, his dedication to his clients and his unwavering commitment to getting it done right that has made me a Raving Fan of his. Paul delivers everything and more of what he promises to his clients. When you hire Paul, you get more than a consultant, and a very good one at that, but you also gain a mentor as well, educating you on not only what you need to do, but just as importantly, why you’re doing it. You get a lot more for your investment than a report and a goodbye handshake! And don’t think that after the engagement is completed that you’re “out of sight, out of mind” as he is always checking on your progress with Call Reports, CEO Strategies, etc., and will call you to “coach” you back on track. But best of all, I gained a new friend who has my best interests as a CEO in mind."
Dennis Flickinger, President/ CEO
3/2008
"Our marketing program did not have direction when we engaged Paul to overhaul it. Our media was all over the board, our brand was not consistent, and nothing worked well. Paul righted the ship and got our program moving in the right direction. We have seen a high return on investment for Paul’s services; it is money well spent. Now our credit union has a process for marketing and sales that will make us successful going forward in the future. I can’t give any higher endorsement than I do for Paul."
Brad Harvey, President/ CEO
7/2007
"My immediate assessment when I came here in October of 2006 was that the situation was critical. Before I even checked into a hotel I called Paul and asked for his help. As busy as he is, Paul was here the next week and did a complete market assessment. Paul began by developing a logo and tag line that became the focus of our brand identity, and then revamped the newsletter, handouts, posters, and signage and media advertising to deliver a clear message that effectively conveys what the credit union is and seeks to be in the Abilene community here in west Texas. He completely redesigned our web site and set us up as a leading eservices provider in our market area.
From our first meeting, Paul grasped my strategy for bringing the credit union out of decline and into profitability and gave me all the tools to make the strategy succeed. After very successfully completing his contractual commitment to rebrand the credit union, Paul has continued to advise and direct me. The job is far from done, but we’re a long way down the road, and we owe that giant leap forward to Paul Lucas. Thank you Paul."
Gavin Cochran, President/ CEO
6/2007
"I first had the fortunate opportunity to meet Paul when we hired Paul to do a marketing and branding presentation for the CUES' Rocky Mountain Council. Paul did such an outstanding job presenting his program that we realized that we needed to change our brand and marketing approach to be successful in the future. We hired Paul to recreate our brand, logo and develop a new tagline. I could not be happier with the results. Paul continued to help us long past our engagement with him. Paul has an incredible knack for really getting at the heart of an individual Credit Union to create a brand and tagline that truly represents what the Credit Union stands for and desires to be. We have since hired Paul to help us get our marketing back on track with retail messaging and to revamp our business development program. I would highly recommend Paul to anyone looking for a committed, passionate, energetic individual that gets the job done right the first time!"
Bill Willingham, President/CEO
5/2007
"I can’t name one thing I liked about working with Paul. There are just too many to name. Paul was the best consultant for our name change and branding because he knows the credit union industry inside and out. Not only do I believe we ended up with the best name, logo, and branding strategy for our credit union, the process seemed effortless due to Paul’s expertise. I commend him for keeping us on track in order to meet our deadline."
Ed Danz, President/CEO
1/2007
"In developing a workshop for our Relationship Managers, we decided to include a session on ‘Personal Branding.’ The first person that came to mind was Paul Lucas - we could think of no one that has done it better! Paul developed a comprehensive, interactive session that guided our Relationship Managers to think beyond just delivering good member service but making sure the member experiences value as well. We had three consultants presenting during this workshop and the only session rated ‘outstanding’ was Paul’s."
Trudy Parks, EVP/CFO
8/2006
"Paul Lucas has been an excellent resource for our organization. Serving as a brand strategist with innovation and creativity, Paul not only showed in-depth knowledge of our industry; he also understood our Credit Union’s culture, helped us develop a clear message, presented new ideas for our institution, and guided us to develop a new image that was well-accepted by all members of our BOD and staff, and that I believe will strengthen our image and position our self to reach our goals. We could not have achieved this without him and his valuable insights, contributions, and expertise. Thank you Paul!"
Carlos Calderon, President/CEO
4/2006
"Paul Lucas helped us developed brand focused marketing messages that resulted in more members using more products and services - and that increased our profitability. Thank you Paul!"
Joan Moran, President/CEO
11/2005
"In preparation for our conversion to a community chartered credit union we saw the need for an outside resource to assist us in the development of a fresh tagline and marketing strategy. We hired Paul after several credit union industry resources recommended Paul Lucas as an excellent resource for such an assignment. Paul’s unique approach included an in-depth interview process of our entire management team to understand and build on our organizational culture. In short, Paul not only helped us develop the new processes we were after but his thorough analysis provided us with a much more in-depth brand strategy and analysis than we originally anticipated."
David Adcock, President/CEO
10/2005
"Thanks
to our committed member service personnel and the superb
retail marketing messages developed by Paul J. Lucas, the
income we made on mortgage originations rose by 172% in 2004
and is on pace to increase by another 99% in 2005."
Jonathan Rhodes, President/CEO
5/2005
"Hiring
Paul Lucas was one of the best professional decisions I've
ever made as a CEO. Like all credit unions, we have a strong
need to remain competitive and relevant to our membership. However,
at our size, we could not afford to hire a skilled marketing
professional. Paul brings professionalism, experience and
energy to our organization – resulting in a clear brand
strategy and an enhanced strategic direction that includes a
true sales and service vision, a communication plan and ongoing
measurement of our return on investment. Additionally, loan growth
has been excellent and we're well ahead of annual forecasts.
Paul’s
partnership with our senior leadership team is invaluable and
our staff is more motivated to sell than ever before!"
Theresa Mann, CEO
10/2004
"You're the Man! You came, You saw, You fixed. You came to
the Post Office Credit Union of Maryland and gave us a new LOGO
with a lot of ZIP (no pun intended). You saw that we need to get
our message out to the membership about our new services, and
your marketing skills made it happen. You fixed our problems and
our phones rang off the hook and our lobby was full. Thanks for
everything."
Thomas J. LaFond, Chairman of the Board
7/2004
"Thanks again Paul, for your fast and efficient efforts
in developing the cornerstone of our re-branding initiative. Your
keen ability to readily interpret input from key personnel and
incorporate their insights into your efforts is phenomenal. We
couldn't be happier with your results; we now have a logo and
tagline that reflect our credit union purpose for today, as well
as our goals for tomorrow."
Alison C. Beckner, VP, Branch Operations &
Marketing
7/2004
"The fourteen months before working with Paul, PHSFCU experienced
a reduction in outstanding loans of 1%. This turned around almost
immediately after Paul began managing our marketing activities
and began to re-brand our organization. During his first five
months working with us, we have realized an annual loan growth
rate of 13%. In addition, Paul is helping us to build a retail
culture in our organization. Paul is invaluable."
Jonathan Rhodes, President/CEO
4/2004
"Paul should write a book "Marketing For Dummies".
Not having any experience in Marketing made me nervous at times
when I asked Paul questions. Paul was great in helping to get
rid of this nervousness but was very patient in getting me to
think outside the box. Thanks Paul."
Doug Roth, CEO
3/2004
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"The great thing about working with Paul is that he helps
you focus in on what the issues are that need to be addressed
and has good ideas on how revise your marketing tactics to improve
the bottom line."
C. J. Marschall, CEO
12/2003
"...You did a great job with our audience -everyone went
home with dozens of ideas."
Kay Neidlinger, VP-Communications
7/2003
"Your session alone made my investment to come to the Marketing
school worth every dime. Thank you for a job very well done! "
Freda Earnest, CEO
6/2003
"SF Police Credit Union was/is indeed delighted to have
utilized Paul's experience and skills, which ultimately guided
our organization to the realities of a well developed and achievable
"Marketing and Business Plan". Working smarter, addressing
tough issues, focusing on our members needs and considering various
options, our credit union continues to move forward efficiently
in an ever-changing and competitive industry. Every member of
SF Police Credit Union is already a winner as we implement Paul's
formulas for smart strategies, campaigns, branding and positioning.
Under Paul's direction, we accomplished a tremendous amount of
quality work in a very short period of time. For me there is no
question that the
sessions with Paul represent a defining moment for our organization."
Rosalyn Reilly, EVP/COO
5/2003
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"In just a matter of months Paul Lucas helped Encore put
the strategies and tactics into place to grow. With Paul's help
we re-launched the ENCORE brand to make it more relevant to today's
marketplace and initiated new target business development tactics.
If you are looking for the solution to slow or no growth in your
CU or CUSO, I strongly recommend you call Paul."
Tom Reed, CEO
4/2003
"Paul, Your efforts to transform First Capital Federal Credit
Union into a first class retail-oriented financial services organization
are greatly appreciated. The results have been immediate, and
gratifying to all involved. The new website, newsletter, radio
spots, tagline; in short, the entire marketing approach has been
a rewarding and fun experience. We are truly indebted to you for
your efforts to recruit and train our new marketing director.
She is a perfect fit for First Capital and perpetuates your passion
for marketing! I look forward to seeing the long-term results
of all of the changes you have brought to First Capital and to
enjoy the success that will surely come our way. You are always
welcome to stop in for some Maple Donuts when traveling through
York!"
Dennis Flickinger, President/CEO
2/2003
"I think I may have learned more in the last 18 weeks about
marketing than I learned in the last 9 years between college &
other marketing jobs. Thanks again for being my marketing mentor."
Brea Able, Director of Marketing
11/2002
"Just wanted to take the time to let you know how pleased
I am with the results of our collaboration. I find it amazing
that our Credit Unions marketing has gone from stepchild to amazing
star pupil in such a short amount of time. At each turn, you have
exceeded my expectations (not an easy thing to do, as I concede
to being somewhat of a perfectionist). Your passion for marketing
is obvious and infectious, and your ability to pass along the
principles and strategies for effective marketing are superior.
I am proud to show off our new logo, our new website and our new
marketing pieces, because we now have a professional style that
works! And because you have taught us the process, rather than
doing it all for us, we are able to use our newfound knowledge
to market strategically and effectively now and into the future.
Thank you!"
Lisa Jester, CEO
6/2002
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"We challenged Paul to review and assess corporates' national
marketing strategies, both individually and as a network. He succeeded
admirably by in turn challenging our meeting participants to market
collaboratively and offering ways in which to do so."
Gigi Hyland, Executive Director
10/2002
"Great job Paul! You gave our Alaska CU-Edu Cruise participants
valuable marketing strategies to help increase their credit unions
profitability."
John Vardallas, President
7/2002
"This year's Convention was rated as one of the best ever.
Be assured this was in large measure to your having been on the
program. It was a pleasure working with you."
John Rowley
6/2002
"You moved us into the 21st century and I am so grateful
that you took time to help us…Thanks…and I mean that
sincerely. All of my team thinks you are the greatest!"
JT Mohamed, Partner
11/2001
"Paul, you have exceeded all of my expectations throughout
this entire process and have made it a very enjoyable experience
for us. I would highly recommend your services to credit unions
of all sizes, both large and small. We are fortunate in our industry
to have such an effective leader that is also a strong supporter
and advocate of credit unions. Thanks for being a member of the
'Good Side'!!!"
Jackie Wong, President/CEO
9/2001
"I have enjoyed working with Paul for several years. He
and I have shared a stage at national conventions and he has been
a marketing consultant to Keys Federal Credit Union. His reputation
as one of the most innovative marketers in the credit union movement
is well deserved."
John Dolan-Heitlinger, President/CEO
2001
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"Enthusiastic, passionate, diligent, thorough, tenacious
are just some of the ways to describe Paul Lucas. He's exciting
to work with!"
Linda Amiss, CEO
1/2001
"Our marketing programs which can be attributed to you,
has received compliments from two impressive sources. At our SuperCUSO
meeting, when prompted about strengths of the CU's in the partnership,
[the other CU's] cited our marketing as our strength."
Casey Duplantier, CEO
11/2000
"Paul, thank you, your insights on marketing concepts, design
& strategies have saved us time and money.
You’re the best!"
Heather Sylak, Marketing Director 10/2000
"I really could have listened to him all day, the information
he gave was incredible."
Trish Shermot, Marketing Director
Glenn Potteiger, President & CEO
10/2000
"Your presentation was the highlight of the Wisconsin League
Marketing Conference. Your insights were profound & without
pretense, Thank You."
Kirk Stantis
9/2000
"Thanks to Paul Lucas we are now on our way to becoming
a true brick and click chemical manufacturer!"
Joseph H.Gigler, CEO/President
5/2000
"I really enjoyed your session, your energy, and everything
that I learned from you!"
Annette Hartung, Director of National Marketing
6/2000
"…a leading edge credit union marketer."
Steve Bosack, VP of PR & Communications
5/2000
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"Brilliant at creating local retail marketing strategies."
Mary Nicol, Director of Sales & Marketing
9/2000
"…is often spoken of in the Hampton Roads area with
the highest regard, and he is well known for his exceptional marketing
and strategic planning abilities."
Ronald L. Burniske, President & CEO
6/2000
"The marketing genius who made a name for himself slamming
banks and going after prospects with ads like "Friends don’t
let Friends use banks". Thus increasing household membership
33% over last two years!"
Summary by The CEO Report previewing Paul
Lucas’ presentation
Presented to 2100+ Board of Directors,
1998
"One local bank manager refers to him as a jerk. Another
calls him a creep. Yet another describes him using two words this
magazine won’t print."
Virginia Business Magazine
Feature article 1997
"More than 97% of attendees said the Yellow Pages presentation
(given by Paul Lucas) would be useful to them in the accomplishment
of their jobs. What a superlative job Paul & his marketing
team have done for 1st Advantage. Now they have done an equally
fine job for the rest of the state!"
Donna St. Clair, VP, PR & Communication
2/2000
"Energy without structure is a waste of time and talent
(yours & the members’), and indeed, Lucas says most
customers want to be told what is important, how it benefits them
and how to do it. He believes in simple messages, delivered repeatedly.
"We believe that you have to be where the member is going
to be. This means using all methods of delivering your message,
over and over again. We also like to be simple, colorful and direct
in our marketing."
Dimensions magazine excerpt CUNA
4/2000
Want to know more about how to conduct proper successful &
targeted marketing campaigns or use alternative media, outbound
telemarketing? Paul@PaulJLucas.com
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