Learning and Doing: A Look at How Change and Transformation Start With the Basics (with Jaime Punishill)
by James Robert Lay on May 30, 2023
Brief Summary of Episode #302
Empathy: Why Is It Pivotal for Moving Forward in Finance? (with Uday Akkaraju)
by James Robert Lay on May 30, 2023
Brief Summary of Episode #301
Give Them Hope: Why Financial Podcasts Are the Modern-Day Public Square
by James Robert Lay on May 23, 2023
Brief Summary of Episode #300
The Horse Listener: Enabling Abstract Thinking Through Active Listening (with Chad Jenkins)
by James Robert Lay on May 22, 2023
Brief Summary of Episode #299
Know Thyself: How Financial Leaders Can Leverage Conative Self-Awareness (with Ross Slater)
by James Robert Lay on May 17, 2023
Brief Summary of Episode #298
Sell From the Subconscious: Removing Friction With Neuromarketing (with Roger Dooley)
by James Robert Lay on May 15, 2023
Brief Summary of Episode #297
The Gen Z Financial Revolution: Adapting to the New Era of Banking and Social Media Influence
by James Robert Lay on May 12, 2023
Generation Z (Gen Z) has been shaking up the financial industry with its unique banking habits and reliance on social media for financial advice. As the first generation to grow up with technology at their fingertips, Gen Z has been utilizing platforms like TikTok, Instagram, and Twit …
Collaboration of Digital and Traditional: The Human Element in Technology
by Audrey Cannata on May 12, 2023
"As long you are saying, top-down, ‘I would like to deliver a digital bank. I would you like to cut the cost to serve. We should drop off 20% of branches,’ and the people are not following you. Guys, you are just putting money in technology because nobody's enabling from the ground to …
An Attitude of Helping: Paying it Forward in Personal Branding
by Audrey Cannata on May 12, 2023
"Especially in banking, it's still such a conservative industry, and people are very afraid of their employees going out there and building a personal brand and having a bad reflection on them." - Pattie Ehsaei Personal branding is a subject that gives many people pause despite its in …
Stop Scaling Mediocrity: Curating Confidence Through Video in the Age of AI (with Ethan Beute)
by James Robert Lay on May 9, 2023
Brief Summary of Episode #296
The Path to 100: Financial Wellbeing in a Longevity Contingency Plan (with Steve Swanston)
by James Robert Lay on May 9, 2023
Brief Summary of Episode #295
The Future of Deposit Growth: A Strategic Approach for Banks, Credit Unions, and Fintechs
by Audrey Cannata on May 6, 2023
"The fragmentation of deposits has been going on for so long. And it really came to a head with what was called the banking crisis, you know, over the past couple of weeks because fundamentally, we just don't have the same relationships with our customers or members that we used to ha …
Why Financial Brands Should Consider the MailBox as the New Inbox
by Audrey Cannata on May 5, 2023
In a world where digital marketing dominates, it can be easy to forget the power of traditional marketing methods. But according to marketing expert Dave Fink, sometimes the old ways are the best ways. Dave is the CEO and Co-founder of Postie, a mission-driven company aimed at reinven …
Why Your Audience Demands Influencer Marketing: Brands Sell, People Tell
by Audrey Cannata on May 4, 2023
"A consumer is going to need to touch a brand at least 10 to 15 times before they make a decision. The more that you're mentioned in these different places, the more likely you're going to start to build some credibility around your institution and what you have to offer." - Alana Lev …
Citizenship Leads to Ownership: Finding Community in a Networked World (with Penny Power)
by James Robert Lay on May 2, 2023
Brief Summary of Episode #294
When the W2 Loses Its Shine: Shifting Mindset by Firing Your Old Self (with Chuck Allen)
by James Robert Lay on May 1, 2023
Brief Summary of Episode #293