Marketing Advisory Services
The Marketing Leader's Reality
As a marketing leader, you're balancing competing priorities every day.
Your inbox is full, your calendar is packed, and you're still expected to step back from the day-to-day work, think strategically and demonstrate results.
Sound familiar?
I've been there. Credit union marketers are expected to understand the business, support organizational priorities, respond to requests, make sense of data, keep up with changing marketing practices and provide strategic direction, often with limited time and resources.
Sometimes, what helps most is having someone outside the organization who understands your world and can help you think through what comes next.
That's where I come in.
Your Marketing Advisory Partner
I work alongside credit union marketers who want strategic guidance, a trusted sounding board, and an outside perspective to help them make stronger decisions and keep important work moving forward.
Through our partnership, you'll gain:
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Clarity around your most important marketing priorities
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A different perspective to help you think through decisions
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Strategic guidance from someone who understands the credit union environment
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A trusted sounding board for ideas, challenges and opportunities
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Accountability to help keep priorities moving forward
"Working with Lyanne has been a wonderful experience. She has thoughtful, clear advice on how to help you reach your marketing goals and overcome challenges you are facing in your organization. She has helped reframe my way of thinking and approaching challenges to get results.
Lyanne’s passion for both marketing and the credit union system shines through in every session and makes working with her easy and relatable. "
~ Megan Heidt, B.Comm., ACUIC, Manager of Marketing, Unity Credit Union Limited
Option 1: Structured Strategic Partnership
Best suited to marketers who want ongoing strategic support, accountability and continuity over time.
Together, we'll:
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Identify the priorities, challenges and opportunities that need your attention
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Clarify what needs to happen next
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Meet regularly to review progress, decisions and emerging issues
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Work through obstacles and changing priorities as they arise
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Keep your strategic work moving forward with greater focus and accountability
Option 2: On-Demand Strategic Support
Ideal when you want access to strategic perspective and guidance as specific questions, challenges or opportunities arise.
With this approach:
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You set the agenda based on what you need help thinking through
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Share your topics in advance so I can come prepared
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We explore different perspectives and approaches
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You leave with greater clarity and practical next steps
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You maintain flexibility while still having access to strategic support when you need it
"Lyanne is a one-of-a-kind mentor! The amount of Credit Union experience, knowledge and passion she has for marketing is evident. She is always willing to help out when needed and her communication skills are strong and clear.
She provides a high level of marketing strategy and guidance in all areas of Marketing, specific to Credit Unions, which I feel is a very valuable asset. She encourages you to step out of your comfort space and channel a deeper understanding and view of marketing."
~ Lisa Sich, Marketing Administrator, Raymore Credit Union
Advisory works best when you're ready to think differently.
The marketers who get the most from our work together come prepared to talk openly about what's happening, consider different perspectives, and put what we discuss into action.
I won't simply tell you what you want to hear. I'll ask questions, challenge assumptions when needed, and help you look at the situation from angles you may not have considered.
Why work with Lyanne
When you work with me, you're working with someone who understands the credit union system from the inside out.
With more than 30 years of credit union experience, I've worked across member service, consumer lending, mortgages, investments, sales, leadership, marketing and strategy. That broader perspective matters. I understand the products and services you're marketing, the people delivering them, the business priorities behind them, and the realities marketers face trying to bring it all together.
Today, through blue dragonfly Marketing Strategies Ltd., I bring that experience to my work with credit union marketers who want a strategic sounding board, a different perspective, and practical guidance they can put to work. I'm also the founder of into the blue, a national peer community for Canadian credit union marketers, which keeps me closely connected to the challenges, opportunities and conversations shaping credit union marketing today.
My professional credentials include ACUIC (Associate of the Credit Union Institute of Canada) through the Credit Union Institute of Canada and Dalhousie University; ACRML (Accredited Consumer and Residential Mortgage Lender), conferred jointly by the Credit Union Institute of Canada and Dalhousie University; and CM (Chartered Marketer) through the Canadian Marketing Association. Together, they reflect both my credit union and financial-services knowledge and my professional marketing expertise.
Most importantly, I understand that advisory isn't about giving you all the answers. It's about asking the right questions, challenging your thinking when needed, and helping you make confident, strategic decisions that work for your credit union.
