Executive benefit programs are one of the biggest financial investments a credit union can make for its leadership team and most of the industry's attention goes to getting them implemented. But what happens after that is where things often go wrong.
In this episode, Dale Edwards, Co-founder and CEO, and Matt Morris, VP of Client Relations, of Triscend NP talk about the ongoing servicing, relationship, and partnership standards that credit union leaders should be expecting from their executive benefit providers — and often aren't getting. From annual plan reviews to proactive check-ins to the "set it and forget it" failure pattern, this conversation covers the full lifecycle of an executive benefit program and why it matters far beyond the initial implementation.
LISTEN to the podcast:
In this episode:
00:00 — Intro
00:53 — Meet the Guests: Dale Edwards & Matt Morris
02:26 — Icebreakers: The Angle Accelerator Q&A
04:52 — What Does It Mean to Actively Service a Benefit Program?
07:15 — Setting the Cadence: Annual Reviews & Ongoing Check-Ins
08:20 — Where the Industry Falls Short After Implementation
10:32 — Leading with Product vs. Process: The "Hammer & Nail" Problem
11:47 — Vendor or Partner? The TriscendNP Philosophy
13:00 — What a Credit Union Needs to Bring to the Table
14:34 — The One Thing Credit Unions Most Often Lack
15:48 — How the Relationship Impacts Executive Talent Retention
17:05 — Key Takeaways for Credit Union Leaders
19:51 — Closing & Where to Learn More
