Half Day Workshop for Credit Unions


Top Producing Loan Officer


90-Day Sales Manager

Your Credit Union Coaches

Dr. Bruce Lund

Founder of 90 Day Sales Manager


Since launching his business in 2017, Dr. Bruce has become one of the most sought-after speakers in mortgage banking. His coaching program has built a reputation as a top sales onboarding program in housing, banking, and financial services. Dr. Bruce's youthful energy is described as "a breathe of fresh air" by top producers and industry leaders.

His 5-Habits keynote has been delivered on the largest stages in North America including the LA Convention Center and NYC Marriott Marquis, in front of the largest associations worldwide including Million Dollar Roundtable with over 65,000 members, and featured on the biggest online platforms including BreakthroughBroker with over 500,000 real estate agents.

Ian Bennett

Elevations Credit Union

$100+ Million in Production

Ian has worked with Elevations as a Loan Officer since 2012 and feels the credit union's philosophy aligns perfectly with his own. As a not-for-profit, Elevations is invested in financial education and the well-being of its members and the community. Ian finds joy in coaching and mentoring people about real estate to help improve their financial well-being.

The 5-Habits had a profound effect on Ian in 2018 when transitioned back to the credit union after leaving for two years. These habits and systems have become a way of life for him personally and professionally. He and his team start every conversation around his belief filter of the type of people he wants in his life. This had helped him become the #2 purchase producer at the company and a $140 million producer. Ian's quick to point out his passion for education, the credit union values, and his family.

We help Credit Union Loan Officers automate their sales, service, and marketing systems so they can maximize opportunities with their members.


Habit #1

The Opportunity

Statement System

  • Avoid the Commodity Trap
  • Unique Belief Proposition
  • Unique Value Proposition

Habit #2

The Proactive Prospecting System

  • Target Markets & Segments
  • Lead Generation
  • Appointment Automation

Habit #3

The Fight Club

Follow-Up System

  • Fight Club Confidence
  • Disciplined Follow-up Process
  • Objection Handling & Closing

Habit #4

The New Client Onboarding System

  • The Transformation Business
  • New Client Onboard
  • The 3-Rewards from Business

Habit #5

The Status Sells Marketing System

  • Brand Awareness
  • Building an Audience
  • Attraction

Potential Sponsors for this Event

Mortgage Insurance

Title & Home Warranty

Homeowners INSurance

Software companies

Raving Attendees

Listen to what People are Saying...

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