A Partnership Proposal for Mountain America Credit Union
Grow a younger
membership base.
Young Money University puts Mountain America in front of 18 to 34 year olds across Utah. In the room on campus, and in the inbox every week.
Utah Exclusive
Young Money University / The Opportunity02 / 09
Mere members become
sincere members.
Young people pick a financial institution the way they pick a phone plan: whatever is easiest that week. They stay with whoever actually taught them something. That is the whole opening, and almost nobody is taking it.
A checking account gets opened once. A money habit gets built over years, and it gets built with whoever showed up
The credit union story is the better story. It is just not being told loudly enough to this age group
Teach first, sell second, and the word of mouth starts doing the work for you
Who This Reaches
18–34
The one age bracket still up for grabs
Young Money University
Young Money University / What You Get03 / 09
One partnership. Five ways to win.
01Live Events
Across Utah
Across Utah
02The Newsletter,
Presented by Mountain America
Presented by Mountain America
03"Do Money Differently"
Course
Course
04The Podcast
05Marketing Assets
& Staff Training
& Staff Training
Financial Rebellion is our media brand. The newsletter, the podcast and the course all run under it, and every one of them can carry your name.
Five Assets / One Year
Young Money University / Live Events04 / 09
In the room with Utah's next members.
Twenty live events a year at Utah colleges, trade and tech schools, and SEG employers in your footprint. High energy, no slides full of jargon, and one credit union on the banner.
Mountain America is the exclusive credit union sponsor at every event
QR codes and handouts point straight at a Mountain America new-member page, so you can count the sign-ups
We handle scheduling, venues and logistics. You show up if you want to
A recap after every event: reach, engagement and the stories worth retelling
Todd Romer · Young Money University
Young Money University
Young Money University / The Newsletter05 / 09
A newsletter they
actually read.
Money, investing and business news that takes under ten minutes a week. It goes out free to the public with Mountain America presenting it, so your name sits next to something people already opted into.
"Presented by Mountain America Credit Union" on every issue
4,000 subscribers and growing, tracked by state so you know who is in your footprint
Four to six dedicated Mountain America membership emails a year to Utah readers
Open and click reporting, so you see what members actually act on
63.5% Open Rate
Young Money University
Young Money University / The Course06 / 09
Do money
differently.
Twelve interactive, on demand modules. It is live now, and under this partnership it is free to your members, your staff and anyone still deciding whether to join.
Free to members, staff and prospective members for the full year
Module 11 is "Credit Unions, The Unfair Advantage You're Not Using." Your argument, built into the curriculum
Mountain America featured as the sponsor at the start and the end of every module
On-Demand Learning
12
Modules · Live Now
See the Live Course →
Young Money University
Young Money University / The Podcast07 / 09
Put your members
in the spotlight.
A Mountain America executive on the show telling the credit union story in their own words. Then your members with a side hustle or a small business worth hearing about.
A Mountain America exec as a guest, on your schedule
Members with a business get a free PR moment, and Mountain America is who gave it to them
Sponsor callout in every weekly episode, plus short video clips for your channels
Latest Episode · Watch It Here
Todd with Ashton Kooken · Also on Spotify, Apple and YouTube
Listen to the Podcast →
Young Money University
Young Money University / Assets & Training08 / 09
Built to launch.
Built to spread.
None of this works if nobody hears about it, and none of it sticks if your own people cannot explain it. So we cover both ends.
Social assets sized for every platform you post on, plus print handouts for branch staff
Train the trainer: up to two sessions a year, in person or virtual, for your coaches and front line
Your coaches walk out able to use the same concepts your members are learning
Every asset points back to newsletter, course and podcast sign-ups
Everything Included
Done
For You Designed · Written · Delivered
For You Designed · Written · Delivered
Young Money University
Young Money University / The Investment09 / 09
Two Ways In · One Year · Two Year Agreement Available
Utah Exclusive
Everything In This Deck
$97,000/yr
All five assets, twenty live events across Utah, and no other credit union anywhere in the program in your market.
Media & Content Only
$47,000/yr
Newsletter, course, podcast, marketing assets and staff training. No live event series and no market exclusivity.
01Discovery call to lock the products and the markets you want promoted
02Two weeks to build your assets and set up the presenting slot
03Launch inside 30 days, with reporting from the first issue and the first event
Todd Romer / Young Money University / financial-rebellion.com
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