The Importance of Communication in Innovation: Connecting IQ and EQ
by Audrey Cannata on February 28, 2023
“Entertain the possibility that you might not be doing something that well. It just makes you more open, more receptive to the feedback that you do get, and the idea that maybe there you are learning something, that you should be doing something differently.” -Greg Palmer The pandemic …
Moving Past the Commodity of Price at Your Financial Brand
by Audrey Cannata on February 28, 2023
“We all are emotional beings and we all have brands that we love. That builds long-term revenue when somebody is emotionally connected.” -Martha Bartlett Piland While the rest of the world settles into a post-COVID economic slump, the financial world feels busier than ever. Financial …
Digital Onboarding: You Can’t Fix a Problem You Can’t Measure (with Laurie McLachlan)
by James Robert Lay on February 28, 2023
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Brief Summary of Episode #276
Why Community Financial Brands Are Falling Behind: The Danger of the Status Quo (with Gabe Krajicek)
by James Robert Lay on February 27, 2023
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Brief Summary of Episode #275
It’s Not the 90s Anymore! New Operations Models for Financial Brands
by James Robert Lay on February 21, 2023
“We are behaving in 1994 models of operating while thinking in 2020s strategy.” -Alex Castro
Tips From a Fraud Investigator: Financial Empowerment During Divorce
by James Robert Lay on February 21, 2023
“I wanted to offer resources to help reassure, empower, and provide a framework through which someone can tackle something that seems insurmountable.” -Tracy Coenen Money is a leading cause of marital trouble in the U.S., so it’s common for people to have financial friction during div …
Finding the Cure for Workaholism — Personal Transformation From the Inside Out (with Peggy Van de Plassche)
by James Robert Lay on February 21, 2023
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Brief Summary of Episode #270
Brands Sell, People Tell: Why Your Audience Craves Influencer Marketing (with Alana Levine)
by James Robert Lay on February 20, 2023
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Brief Summary of Episode #273
No-Fail Communication: Getting Comfortable With Digital Dialogues (with Audrey Cannata)
by James Robert Lay on February 14, 2023
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Brief Summary of Episode #272
The Big Lie: Financial Inclusion in a Digital Platform Economy (with Emmanuel Daniel)
by James Robert Lay on February 14, 2023
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Brief Summary of Episode #271
Strategic Storytelling: Intentional Communication in Marketing
by James Robert Lay on February 8, 2023
“You don’t walk up to somebody and say, ‘Will you marry me?’ You say, ‘Hello.’ You introduce yourself.” -Sarah Cooke
The Human Narrative in Technology: A Digital-Traditional Collaboration (with Maurice Lisi)
by James Robert Lay on February 8, 2023
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Brief Summary of Episode #270
Q&A: Open Strategy at Financial Brands
by Audrey Cannata on February 7, 2023
"Open strategy invites minds from outside leadership to be part of the strategic planning process, including frontline staff and account holders.” -James Robert Lay Imagine asking your front desk workers to share their thoughts directly with the CEO. Picture inviting your customers in …
Give Them the Why: The New Age of Millennial Leadership in Finance (with Garick Giroir)
by James Robert Lay on February 6, 2023
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Brief Summary of Episode #269