The Financial Coaching Model for Growth and Retention with Bree Shellito of Ent Credit Union

While every financial institution has education in its service model, differentiating on financial wellness requires a deliberate and sustained effort. In this episode, we hear from Bree Shellito of Colorado's Ent Credit Union. Bree shares Ent's history and playbook for scaling financial coaching from a small core team to all of their 500,000 members and community touchpoints.- Ent's model for coaching as both a member service and community support- Which 3rd party certifications were most useful to Ent, and how they create their training material- The difference in coaching Ent's own employees vs. their members- How Ent's team is organized, ensuring alignment of incentives and managing the currency or skills across 50 branches and community outreach teams- How Ent customizes their coaching experience and material and then measures success For more on Ent's programs, visit: https://www.ent.com/education-center/To join Bree's monthly financial wellness practitioner roundtable, visit here.