---
title: Plansmith Blog | Megan Plis (3)
description: (3)
---

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# Plansmith Blog

## Megan Plis

Find me on:

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

### Recent Posts

## [How is Your Bank Planning for the Millennial Takeover?](https://blog.plansmith.com/how-is-your-bank-planning-for-the-millennial-takeover)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 5/2/17, 9:31 AM

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

[![millennialsuccessionplanningbanks.jpg](https://blog.plansmith.com/hubfs/Blog_Pictures/millennialsuccessionplanningbanks.jpg)](https://blog.plansmith.com/how-is-your-bank-planning-for-the-millennial-takeover)

By 2020, millennials will account for [50% of the global workforce (PWC)](https://www.pwc.com/gx/en/managing-tomorrows-people/future-of-work/assets/reshaping-the-workplace.pdf). And according to Gallup, only [29% of millennials](http://www.gallup.com/businessjournal/191459/millennials-job-hopping-generation.aspx) are currently engaged at work.

That puts employers in a tough spot, considering this generation will eventually be charged with leading these organizations. And banks are not immune!

What is your bank doing *now* to prepare for the inevitable millennial takeover?

[Read More](https://blog.plansmith.com/how-is-your-bank-planning-for-the-millennial-takeover)

## [The FMS Forum: A Sneak Peek of My Talk on Millennial Employees](https://blog.plansmith.com/the-fms-forum-plansmith-millennial-employees)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 4/12/17, 8:53 AM

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

[![](https://blog.plansmith.com/hubfs/Blog_Pictures/FMSMillennialEmployees.png)](https://blog.plansmith.com/the-fms-forum-plansmith-millennial-employees)

Plansmith will be at The FMS Forum in June. We'll be in the marketplace, and I'll be presenting a breakout session!

[Read More](https://blog.plansmith.com/the-fms-forum-plansmith-millennial-employees)

## [3 Steps to #Social Video](https://blog.plansmith.com/3-steps-to-social-video)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 4/10/17, 2:41 PM

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

[![3StepstoSocialVideo.png](https://blog.plansmith.com/hubfs/Blog_Pictures/3StepstoSocialVideo.png)](https://blog.plansmith.com/3-steps-to-social-video)

Social video is hot right now. So hot in fact that 90% of users say that product videos are helpful in the decision process (**[Hyperfine Media](https://blog.hubspot.com/marketing/video-marketing-statistics#sm.00001i26cl889eayy5e15y3z97hqd)**).

[Read More](https://blog.plansmith.com/3-steps-to-social-video)

## [3 Ways to Build an Engaged Strategic Planning Team](https://blog.plansmith.com/3-ways-to-build-an-engaged-strategic-planning-team)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 3/8/17, 3:35 PM

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

[![](https://blog.plansmith.com/hubfs/Blog_Pictures/strategicplanningbanksengaging.jpg)](https://blog.plansmith.com/3-ways-to-build-an-engaged-strategic-planning-team)

Don't let your bank fall victim to outdated preconceptions of strategy. Traditionally, strategy has been made out to be a big, scary word. It sounds daunting, dark, and almost threatening. Or, at the very least, kind of boring. But what you're thinking of is the strategic planning of the past.

Make strategic planning a priority that your team will take ownership of in a positive way. Here's how to put a fresh twist on your institution's strategy.

[Read More](https://blog.plansmith.com/3-ways-to-build-an-engaged-strategic-planning-team)

## [The Loyalty Benefit: 5 Steps to Win Back Business](https://blog.plansmith.com/the-loyalty-benefit-5-steps-to-win-back-business)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 1/6/17, 8:53 AM

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

[![LoyaltyBenefitWinBackBusiness.jpg](https://blog.plansmith.com/hubfs/Blog_Pictures/LoyaltyBenefitWinBackBusiness.jpg)](https://blog.plansmith.com/the-loyalty-benefit-5-steps-to-win-back-business)

It's a new year. It's a good time to evaluate performance and revisit overall bank strategy. The new year also means looking into sales techniques. Of course you focus on prospective clients, but what about everyone else? Who is everyone else? Good question...

[Read More](https://blog.plansmith.com/the-loyalty-benefit-5-steps-to-win-back-business)

## [The Loyalty Benefit: 5 Steps to Improve Client Retention](https://blog.plansmith.com/the-loyalty-benefit-5-steps-to-improve-client-retention)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 1/6/17, 8:51 AM

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

[![loyaltybenefitimproveretention.jpg](https://blog.plansmith.com/hubfs/Blog_Pictures/loyaltybenefitimproveretention.jpg)](https://blog.plansmith.com/the-loyalty-benefit-5-steps-to-improve-client-retention)

## **New Year - New Clients?**

It's true, it is a new year. What happens when the new year hits? Sales goals are reset, people are desperate for change and everyone is presented with a fresh start -- ready or not. If it sounds overwhelming, you're not wrong, but let's focus on the positives.

In this time of chaotic newness lies beautiful opportunity. This includes the chance to earn new business, as well as the opportunity to maintain current clients and win back former ones. It's definitely an exciting concept, so let's dive in!

[Read More](https://blog.plansmith.com/the-loyalty-benefit-5-steps-to-improve-client-retention)

## [3 Ways to Reward Your Employees (And I'm Not Talking Money!)](https://blog.plansmith.com/3-ways-to-reward-your-employees-and-im-not-talking-money)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 12/8/16, 9:18 AM

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

[![](https://blog.plansmith.com/hubfs/Blog_Pictures/rewardbankemployees.jpg)](https://blog.plansmith.com/3-ways-to-reward-your-employees-and-im-not-talking-money)

Money isn't everything! Yeah, it's important, but it's not all that matters to employees -- and upping the pay scale isn't always possible. When a raise isn't an option, consider these three alternatives to reward your high-achieving employees.

[Read More](https://blog.plansmith.com/3-ways-to-reward-your-employees-and-im-not-talking-money)

## [5 Tools Everyone In The Banking Industry Should Be Using](https://blog.plansmith.com/5-tools-everyone-in-the-banking-industry-should-be-using)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 11/16/16, 11:32 AM

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

[![rsz_apple-791323_960_720.jpg](https://blog.plansmith.com/hubfs/Blog_Pictures/rsz_apple-791323_960_720.jpg)](https://blog.plansmith.com/5-tools-everyone-in-the-banking-industry-should-be-using)

You see some people using them, and they're working great. Why isn't everybody already on board? Maybe the tools are brand new. Perhaps they're too expensive. Who knows, they might be really exclusive.

Except, most of the time, they're not. So, what keeps people from getting their hands on the [best time-saving tools](https://info.plansmith.com/free-infographic-5-tools-every-bank-should-be-using) in the banking industry?

[Read More](https://blog.plansmith.com/5-tools-everyone-in-the-banking-industry-should-be-using)

## [FinTech & The Generational Melting Pot Effect](https://blog.plansmith.com/fintech-and-the-generational-melting-pot-effect)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 8/31/16, 10:05 AM

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

[![](https://blog.plansmith.com/hubfs/Blog_Pictures/rsz_millennials.jpg)](https://blog.plansmith.com/fintech-and-the-generational-melting-pot-effect)

There is a lot of buzz surrounding millennials and their unique psychographics and behaviors, especially with regard to buying habits. But it's not just millennials that are exhibiting fascinating (and at times, frustrating) preferences. As Jim Perry of Market Insights and #BANKSOCIAL discusses in his article, [*Modern Demographic Cohorts, Defined By Expectations, Want The Same Things From FIs*](http://bit.ly/2bDAW1s), other generations, including baby boomers, are stepping outside of their perceived demographic\[s\] and assimilating with attitudes, beliefs and even behaviors of diverse age groups.

[Read More](https://blog.plansmith.com/fintech-and-the-generational-melting-pot-effect)

## [Ireland Bank: Community Banking Month Award Recipient](https://blog.plansmith.com/ireland-bank-community-banking-month-award-recipient)

 Posted by [Megan Plis](https://blog.plansmith.com/author/megan-plis) on 4/27/16, 11:30 AM

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

[![Ireland-Bank_blog-header.jpg](https://blog.plansmith.com/hubfs/Ireland-Bank_blog-header.jpg)](https://blog.plansmith.com/ireland-bank-community-banking-month-award-recipient)

We are pleased to announce Ireland Bank - Malad City, ID  as our fourth and final April 2016 Community Banking Month winner!

[Read More](https://blog.plansmith.com/ireland-bank-community-banking-month-award-recipient)

[Previous](https://blog.plansmith.com/author/megan-plis/page/2) [All posts](https://blog.plansmith.com/all) [Next](https://blog.plansmith.com/author/megan-plis/page/4)

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