"We invited Paul Lucas to speak to more than a hundred users of our Genie software during a User's Conference held in IL. The attendees are from the Home Health industry, mostly home health agency owners, nurses and billers. Paul's engaging and enlightening presentation on marketing and branding really got the audience thinking about growing their businesses. These nurses/agency owners attend countless home health-related events, and our providing them with a different -- yet very relevant business topic -- was a refreshing change. Paul captivated our audience, and their nodding heads and responsive laughter were clear reflections of Paul's many years of experience doing what he does. He even took the time to speak with several attendees after his presentation. Thanks again, Paul! It was a pleasure."
Florence Nicol / CEO
5/2010
"DMI has made some great strides the past couple of years since you guys came in and helped us understand what we do and the value prop. Even with all the challenges in the economy and industry DMI had our best year ever in 2009 and off to a pretty good start in 2010!"
Ron Daly, President/ CEO
1/2010 - Update from 8/2008
"There are good consultants and so-so consultants. Paul Lucas is an excellent consultant. If you want a professional, classy and state of the art marketing program, contact him. He is easy to work with, motivating to staff and management and always available for questions or advice. He has taught me more about marketing in one year than I can say I knew in the last twenty-five. Thanks, Paul!"
Barb Michael, President/CEO
11/2008
"Last year our credit union was considering merging. After much consideration our Board of Director’s decided that we needed to focus on a business strategy that quite frankly concerned the accountants! Yes, it required us spending money! Our Board of Director’s decided to take a tremendous risk and seek growth in an economic period that brings great uncertainty. Our credit union has a low income designation and we believe we can serve our member’s the best and still thrive! However this plan required us to seek someone out to assist us in developing a growth strategy. Fortunately I had the opportunity to work with several other credit unions that had experienced great success with Paul Lucas. So, we decided that we would seek Paul’s advice.
Paul assisted us in developing a strategy, in branding us, in creating a professional website and amazing market materials! Paul is a dynamic individual that created a fresh, consumer driven approach to marketing our products and services. Paul posses a tremendous credit union background that is beneficial in working with our team. He is honest, dedicated, and works diligently to create results. Paul is a fantastic, creative person that brings much to an organization. We are looking forward to working with him on future projects!"
Rainy Thoen, President/CEO
10/2008
"Paul and Mary Lucas took on a challenge when they started working with our growing CUSO in early 2008. We knew just enough about marketing and branding to be dangerous; but not enough to establish a corporate brand identity needed to continue the growth we had enjoyed the previous seven years. They took the time to understand our business, service mentality and the value-add we provide our clients. From there, they helped us hone in on the new messaging, logo and tagline needed to drive our growth.
We are now on the road to success! We are extremely pleased with the new DigitalMailer brand and strategy that Paul and Mary Lucas created for us. When working with them you get WAY more than you pay for!"
Ron Daly, President/ CEO
8/2008
"Hiring a third party is not always predictable as we know, but Paul Lucas delivered on all levels. I have never seen a consultant jump in so quickly and thoroughly to get the job done. Paul was not just worth the money we paid, his contributions have been worth far more than we could afford to pay. He has exceeded the expectation of myself, my senior team and my board without question."
Sundie L. Seefried, President/ CEO
8/2008
"We first hired Paul to conduct a branding study for us, as we knew our brand had become a bit stale, and we needed help! In the course of our meetings with him, we revealed that we hoped to expand our potential field of membership and were planning to discuss this option with the Board at our annual Planning Retreat. We knew that this discussion might be a challenging one, since our Credit Union still closely indentifies with our original sponsor, despite the fact that we are now a multiple SEG credit union. Paul immediately offered to attend our Retreat, and agreed to make a presentation on not only the results of his branding research, but also provide perspective on member growth in the credit union industry, and alternative chartering options. I am convinced that Paul’s presentation was in large part responsible for convincing our Board that it is time to look beyond our current market for future member growth. His enthusiasm for his subject and his energy was infectious, and our Board responded positively to his message. Of course, he will also help us to develop a branding strategy once we complete the migration to our new Field of Membership. We are looking forward to working with Paul, and are excited about the great marketing ideas and potential we know he will bring to the partnership. We appreciate all that Paul has done for us, and we’re just getting started! More to come…"
Lindsay A. Alexander, President/ CEO
8/2008
"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
Want help in improving your internal/external messaging and/or
marketing efforts?
Want help in improving your internal/external messaging and/or
marketing efforts?
Want help in improving your internal/external messaging and/or
marketing efforts?
Want help in improving your internal/external messaging and/or
marketing efforts?
"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
Want help in improving your internal/external messaging and/or
marketing efforts?
Want to know more about how to conduct proper successful &
targeted marketing campaigns or use alternative media, outbound
telemarketing? Paul@PaulJLucas.com
