Sue Woodard

“Once upon a time…” Don’t those words just strike you in a very different way than “To whom it may concern?” Your brain just loves a good story. We hear facts…but we feel stories, and respond to them differently. And every brand, company, owner, manager, employee, and customer has stories to share that can help create relationships, retention, referrals, recruits, revenue, and more. This practical and fun presentation gives you the step-by-step playbook on how to find and tell your own brand stories.

In this session, you will learn:

• How to find your stories – and which are the very best at driving results for your business
• Why and how to use emotion appropriately in your story
• The importance of capturing and preserving your professional stories
• How to empower others (including customers!) to tell your story
• What steps to take to get started right away

This presentation is appropriate for either a financial institution or a mortgage division.

In today’s world, it can feel like a jungle out there, trying to survive with all the elements seemingly against you. But with the right skills, tools, mindset, and plan, you can be prepared to survive and even thrive. In this engaging presentation, Sue Woodard shares a tactical playbook for how to survive a turbulent and competitive marketplace, outlast your competition, and ultimately build a business that is strong enough to survive for the long run.

In this session, you will learn:

• Learn the most important survival trait – in business and in life
• Evaluate what tools are most important to your survival (and which are not)
• Discover who is on your team – and how to ensure they have your back
• Understand three critical areas that likely need your attention right now (they might surprise you)
• Be challenged to turn your plans into action

This presentation is appropriate for the mortgage division.

Today's consumers have the power to fracture every aspect of their financial lives. They can parcel out individual slivers of their financial relationships across various providers based on the experience each delivers. That's why everyone in mortgage lending is now laser-focused on elevating their customer experience (CX). This session will show you how to meet the expectations of today's post-pandemic "Gen CX" consumers. You will learn clear ways to increase brand loyalty, improve satisfaction, and win the CX battle with every interaction.

In this session, you will learn:

• The three most important things Gen CX consumers are looking for in a financial partner, and the strategies and tactics you can use to respond to each of those needs.
• Why frictionless customer journeys are so important, and how to use data as the basis to build them
• How to identify key "Moments that Matter" in the customer journey, and how to turn them into “Moments of Magic”
• The right communications strategies for customers, depending on where they are in their journey

This presentation is appropriate for a financial institution or a mortgage division.

Too often, we end up suffering a breakdown or “hitting the wall” before we take the necessary steps to reach an important breakthrough – when our gut was telling us all along the change, move, or decision that should be made. Sound familiar? How powerful would it be if we were more often able to reach the next levels in our business, relationships, and life without having to suffer a breakdown first? In this engaging presentation, Sue Woodard shares personal stories of her own journey – and most importantly, the very practical and easy-to-replicate system she’s learned to help avoid the painful breakdowns… and more quickly get to the powerful breakthroughs.

In this session, you will learn:

• Learn to recognize when (and why) you are avoiding a decision
• Be given specific tactics to defeat procrastination
• Understand the ways to get yourself unstuck
• Receive a simple, repeatable plan for how to take action in your business or life
• At live events, you will receive a special reminder of this simple repeatable plan to keep it “sticky” for you.

This presentation is appropriate for a financial institution or mortgage division.

Yes – No – Thanks – Enough – Help – Sorry – Wow. Words have power – and even the simplest of words can be game changers, altering the trajectory of your business, your relationships, your life. Words like “help” can bring the right people and systems into your business. “Thanks” can create powerful new relationships. “Yes” can open the door to new dreams. Small words – but they are game changers.

In this session, you will learn:

• Learn the power of your words and the actions that follow
• Be given a simple playbook for daily gratitude
• Be challenged to “take out the trash” that may be cluttering your business or life
• Receive an opportunity to thank someone special in your life
• Understand how to use your words and voice for good
• At live events, you will receive a pocket card with the seven words and a “wow” card to thank someone special in your life

This presentation is appropriate for a financial institution or mortgage division.