The Importance of Communication in Innovation: Connecting IQ and EQ

“Entertain the possibility that you might not be doing something that well. It just makes you more...

Moving Past the Commodity of Price at Your Financial Brand

“We all are emotional beings and we all have brands that we love. That builds long-term revenue...

Tips From a Fraud Investigator: Financial Empowerment During Divorce

“I wanted to offer resources to help reassure, empower, and provide a framework through which...

It’s Not the 90s Anymore! New Operations Models for Financial Brands

“We are behaving in 1994 models of operating while thinking in 2020s strategy.” -Alex Castro

Strategic Storytelling: Intentional Communication in Marketing

“You don’t walk up to somebody and say, ‘Will you marry me?’ You say, ‘Hello.’ You introduce...

Q&A: Open Strategy at Financial Brands

"Open strategy invites minds from outside leadership to be part of the strategic planning process,...

Money and Mental Health: Do Your Customers Need Financial Therapy?

“Not only do we not have the skills from not having practiced for our money, we are then...

How to Defeat Procrastination (and Eat That Frog!)

“The number one reason for procrastination and a lack of motivation is a vagueness or confusion...

Self-Correction: The Secret to Customer-Driven Leadership

“If you are doing customer-driven leadership the right way, it can’t fail because it’s...

The Behavioral Science Behind Financial Brand Marketing

“All of us rely on decision-making shortcuts. They are ways for us to conserve mental energy...

Part 2: Are You Thinking Like a Brand, Not a Bank?

“Mission as a product allows you to cast a really important and effective net exactly where you...