Complacency Kills Curiosity: Why Great Leaders Never Stop Learning (with Shane Saunders)
by James Robert Lay on January 31, 2023
Brief Summary of Episode #268
Digitizing Mindfulness: Subscription-Based Financial Services Your Clients Want (with Nickolas Belesis)
by James Robert Lay on January 30, 2023
Brief Summary of Episode #267
How to Defeat Procrastination (and Eat That Frog!)
by James Robert Lay on January 28, 2023
“The number one reason for procrastination and a lack of motivation is a vagueness or confusion about what it is you’re trying to do.” -Audrey Cannata Have you ever climbed into bed at night and wondered, “What did I even accomplish today?” It’s demoralizing to realize you’re just tre …
The Financial Brand: How Emotion Drives Customer Loyalty in Banking
by James Robert Lay on January 27, 2023
No longer driven solely by products and rates, bank loyalty is increasingly tied to the emotional connection that banks create between themselves and those they serve. To make the most of their relationships, financial institutions must demonstrate predictability and honesty, and spea …
The Art of Allowance: Grow Kids’ Wealth with Non-Monetary Deposits
by James Robert Lay on January 27, 2023
James Robert Lay joined The Art of Allowance Podcast with John Lanza of The Art of Allowance Project by Snigglezoo to discuss growing kids’ wealth with knowledge deposits.
Self-Correction: The Secret to Customer-Driven Leadership
by Audrey Cannata on January 27, 2023
“If you are doing customer-driven leadership the right way, it can’t fail because it’s self-correcting.” -Daniel Hammond Most financial brands pride themselves on providing outstanding customer service. Still, the financial industry is one of the least-liked industries in the world. C …
Bridging IQ and EQ: Why Innovation Is Only As Good As Communication (with Greg Palmer)
by James Robert Lay on January 24, 2023
Brief Summary of Episode #266
The Behavioral Science Behind Financial Brand Marketing
by Audrey Cannata on January 24, 2023
“All of us rely on decision-making shortcuts. They are ways for us to conserve mental energy because we couldn’t possibly weigh every bit of information before making a decision.” - Nancy Harhut We make snap buying decisions extremely quickly. And all day long. You grab a coffee on th …
Stop Banking on Mistakes: Ditching Banking Processes for Outcomes (with Matt Wallaert)
by James Robert Lay on January 23, 2023
Brief Summary of Episode #265
Part 2: Are You Thinking Like a Brand, Not a Bank?
by Audrey Cannata on January 17, 2023
“Mission as a product allows you to cast a really important and effective net exactly where you want to cast it.” -Allison Netzer “What if your mission was your product?” Imagine selling your mission as your primary service, rather than just selling your banking services themselves.
Help First, Sell Second: A Focus on Helping in Personal Branding (with Pattie Ehsaei)
by James Robert Lay on January 16, 2023
Brief Summary of Episode #264
Ditching “No, Because” for “Yes, And”: Staying Positive in Uncertain Times (with Eric Cook)
by James Robert Lay on January 11, 2023
Brief Summary of Episode #263
Painting Your Life’s Picture: The Death and Finances Conversation (with Emily Cisek)
by James Robert Lay on January 10, 2023
Brief Summary of Episode #262
Are You Thinking Like a Brand, Not a Bank?
by Audrey Cannata on January 10, 2023
“Brand speaks the language of returns every single time. There's really not a way you can look at it where it doesn't provide a return.” -Allison Netzer Financial institutions struggle with branding. They often focus so narrowly on being a good bank that they forget how to be a good b …
Content is a Conversation: Digital Marketing for Financial Brands and Services (with Anna Wolf)
by James Robert Lay on January 9, 2023
Brief Summary of Episode #261
Optimize and Prioritize: Aligning Your Organization’s Digital Growth Initiatives (with Jennifer Poniatowski)
by James Robert Lay on January 3, 2023
Brief Summary of Episode #260
Co-Opting Community: Transforming the Indirect Lending Experience (with Joe Ehrhardt)
by James Robert Lay on January 2, 2023
Brief Summary of Episode #259