---
title: Plansmith Blog | Megan Plis (2)
description: (2)
---

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# Plansmith Blog

## Megan Plis

Find me on:

<https://www.linkedin.com/in/meganplis/>

### Recent Posts

## [One Less Thing to Worry About](https://blog.plansmith.com/one-less-thing-to-worry-about)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 10/9/19, 4:59 PM

- [Tweet](https://twitter.com/share)

[![money-2724235_1920](https://blog.plansmith.com/hubfs/money-2724235_1920.jpg)](https://blog.plansmith.com/one-less-thing-to-worry-about)

After almost 50 years in the biz, we've learned a thing or two about banking. And since most of our employees have spent time in the industry, we know the heavy hitters that keep bankers up at night.

That's why we designed our business around one specific goal: giving our clients one less thing to worry about.  

[Read More](https://blog.plansmith.com/one-less-thing-to-worry-about)

## [We've Walked in Your Shoes](https://blog.plansmith.com/weve-walked-in-your-shoes)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 9/20/19, 2:35 PM

- [Tweet](https://twitter.com/share)

[![reception-2507752_1280](https://blog.plansmith.com/hubfs/reception-2507752_1280.jpg)](https://blog.plansmith.com/weve-walked-in-your-shoes)

Running a successful business, like anything worthwhile in life, is difficult. Of course, the same can be said for operating a bank or credit union.

There's never enough time in a day to get everything done. The amount of work per number of hands to accomplish it isn't equitable. The number of new regulations versus training bandwidth is not even *close* to on par.

[Read More](https://blog.plansmith.com/weve-walked-in-your-shoes)

## [The Worst Budgeting Advice We've Ever Heard](https://blog.plansmith.com/the-worst-budgeting-advice-weve-ever-heard)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 8/1/19, 8:08 AM

- [Tweet](https://twitter.com/share)

[![budgetblog](https://blog.plansmith.com/hubfs/budgetblog.jpg)](https://blog.plansmith.com/the-worst-budgeting-advice-weve-ever-heard)

For almost 50 years, Plansmith has helped financial institutions become better organizations through improved planning. In that time, we've heard a lot of industry chatter - much of it a load of, dare we say, bologna.

[Read More](https://blog.plansmith.com/the-worst-budgeting-advice-weve-ever-heard)

## [5 Simple Tweaks to Build a Better Strategic Plan](https://blog.plansmith.com/5-simple-tweaks-to-build-a-better-strategic-plan)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 7/20/18, 3:23 PM

- [Tweet](https://twitter.com/share)

[![action-2277292_1280](https://blog.plansmith.com/hubfs/action-2277292_1280.jpg)](https://blog.plansmith.com/5-simple-tweaks-to-build-a-better-strategic-plan)

Only part of a successful strategic plan lies in the plan itself. A good plan, just like a recipe, is important. But any good chef will tell you, choosing the right ingredients is only half the challenge. The rest lies in executing the recipe properly.

So, how can your bank or credit union make a **better** strategic plan?

Here are some simple tweaks to the ingredients *and* execution of your strategic planning recipe.

[Read More](https://blog.plansmith.com/5-simple-tweaks-to-build-a-better-strategic-plan)

## [5 Things Your Strategic Plan is Probably Missing](https://blog.plansmith.com/5-things-your-strategic-plan-is-probably-missing)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 2/23/18, 3:17 PM

- [Tweet](https://twitter.com/share)

[![business-3167295_1280](https://blog.plansmith.com/hubfs/business-3167295_1280.jpg)](https://blog.plansmith.com/5-things-your-strategic-plan-is-probably-missing)

The saddest thing I see with banks and credit unions is probably not what you'd think.

It's not a lack of passion for people, or even a disparate set of products that fail to match up with customer needs. In fact, banks and credit unions excel at both of these and they play a big role in creating a unique customer experience.

I could continue to list things, but you still wouldn't guess. Why? Because it's something we don't even think about it's so foreign to us.

[Read More](https://blog.plansmith.com/5-things-your-strategic-plan-is-probably-missing)

## [3 Reasons Outsourcing Your IRR is the Smart Choice](https://blog.plansmith.com/3-reasons-outsourcing-your-irr-is-the-smart-choice)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 1/17/18, 2:55 PM

- [Tweet](https://twitter.com/share)

[![computer-767776_1280](https://blog.plansmith.com/hubfs/computer-767776_1280.jpg)](https://blog.plansmith.com/3-reasons-outsourcing-your-irr-is-the-smart-choice)

Smart choice - that's a bold statement. But believe me, I wouldn't use those words if it weren't the truth.

[Read More](https://blog.plansmith.com/3-reasons-outsourcing-your-irr-is-the-smart-choice)

## [The 3 Biggest Missed Opportunities of Social Media](https://blog.plansmith.com/the-3-biggest-missed-opportunities-of-social-media)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 11/27/17, 4:11 PM

- [Tweet](https://twitter.com/share)

[![smartphone-1894723_960_720.jpg](https://blog.plansmith.com/hubfs/Blog_Pictures/smartphone-1894723_960_720.jpg)](https://blog.plansmith.com/the-3-biggest-missed-opportunities-of-social-media)

Banks and credit unions have made leaps in the way of social media in the last year. But, there's still tremendous opportunity waiting to be seized.

The idea behind social media is that it's simply another method of communicating with your audience. If you'd like to read more about social media best practices, **[you can read about it here](https://blog.plansmith.com/social-media-best-practices-for-banks)**, but that's not the purpose of this article.

[Read More](https://blog.plansmith.com/the-3-biggest-missed-opportunities-of-social-media)

## [Social Media Best Practices for Banks](https://blog.plansmith.com/social-media-best-practices-for-banks)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 8/22/17, 3:05 PM

- [Tweet](https://twitter.com/share)

[![](https://blog.plansmith.com/hubfs/Blog_Pictures/SocialMediaBestPractices.jpg)](https://blog.plansmith.com/social-media-best-practices-for-banks)

Social media best practices in the financial industry are tough because regulation becomes a real issue. Fortunately, there are some helpful platforms, such as **[Social Assurance](http://www.socialassurance.com/)**, that assist in marketing automation (which is *essential* in 2017!) and ensure your social posts are compliant. Once you’re confident with the regulatory side, it’s all about value.

[Read More](https://blog.plansmith.com/social-media-best-practices-for-banks)

## [Marketing to the Inundated Customer](https://blog.plansmith.com/marketing-to-the-inundated-customer)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 8/1/17, 1:04 PM

- [Tweet](https://twitter.com/share)

[![rsz_woman-690036_960_720.jpg](https://blog.plansmith.com/hubfs/Blog_Pictures/rsz_woman-690036_960_720.jpg)](https://blog.plansmith.com/marketing-to-the-inundated-customer)

2017 is all about the inundated consumer. They’re inundated with emails, text messages, billboards, direct mail, social networks, etc. And, most of these from a variety of audiences: work, personal, blanket marketing, and marketing of things they actually care about. Their brain is left with the job of sorting through it all. It’s exhausting and beyond cluttered.

   

[Read More](https://blog.plansmith.com/marketing-to-the-inundated-customer)

## [Why Your Community Bank Needs Social Media](https://blog.plansmith.com/why-your-community-bank-needs-social-media)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 5/25/17, 10:00 AM

- [Tweet](https://twitter.com/share)

[![rsz_1social_media.jpg](https://blog.plansmith.com/hubfs/rsz_1social_media.jpg)](https://blog.plansmith.com/why-your-community-bank-needs-social-media)

I can talk about social media all day long. And all night, for that matter.

[Read More](https://blog.plansmith.com/why-your-community-bank-needs-social-media)

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