Financial Freedom Made Easy: Gordon Stein’s Cashflow Recipes
by James Robert Lay on August 28, 2024
It’s not surprising that a significant portion of Americans are struggling with their finances, with many living paycheck to paycheck. Even those working within financial institutions are not immune to these issues.
Why Are You Here? Challenging Leaders to Find Meaning and Motivation
by James Robert Lay on August 27, 2024
As financial brand leaders navigate the complexities of a post-COVID world, the economic shifts, and the rise of artificial intelligence, feelings of exhaustion and burnout are rampant. Leaders and team members alike are struggling to stay engaged and find fulfillment in their roles. …
Endless Customers Podcast: How to Master Your Mind for Business Growth in the Age of AI
by James Robert Lay on August 26, 2024
As business owners and leaders, we often find ourselves caught in a whirlwind of challenges. Daily tasks are high, email is adding up, fires need to be put out, and the “ding” of your phone is going off every few seconds. You might be wondering: How can I stay ahead of the curve while …
Behind the Vault: Navigating Change and Overcoming Resistance
by James Robert Lay on August 22, 2024
Whether you’re a community bank, credit union, or fintech leader, this episode offers invaluable insights on positioning your organization for success in a rapidly evolving landscape. Listen to learn how to cultivate a culture of continuous improvement and innovation that will keep yo …
The $10,000 Website: Underestimating the Value of Digital in Financial Services
by James Robert Lay on August 20, 2024
Many financial brands are underinvesting in their digital sales channels, especially their websites, in 2024. Organizations often view their website as a one-time cost rather than an ongoing investment and fail to recognize its critical role in the customer buying journey. Failing to …
Unreasonable Health Podcast: Navigating Digital Transformations with James Robert Lay & Regan
by James Robert Lay on August 20, 2024
In this episode of "Unreasonable Health," host Regan Archibald interviews James Robert Lay, discussing how his health transformation over the past 18 months, particularly through the adoption of Wim Hof's breathing techniques and cold therapy, has significantly improved his battle wit …
Shared Accounts With CU Times: Laying Out CU Leadership Truths
by James Robert Lay on August 20, 2024
James Robert joins Michael Ogden for an episode of the "Shared Accounts With CU Times Podcast" to discuss several specific ideas of ways today's credit union leaders can and possibly should be thinking about in our fast-moving digital world. They talked about several items James Rober …
Leading Beyond Fear: Taking Action to Conquer Doubt and Drive Growth
by James Robert Lay on August 19, 2024
Many leaders struggle with the fear of change, failure, uncertainty and not being good enough. Left unchecked, fear can become debilitating and prevent you from taking the actions needed to move forward. You may find yourself procrastinating, doubting your abilities and resisting need …
If I Were a Bank CEO: Empowering Change for Financial Leaders
by James Robert Lay on August 13, 2024
Many financial brands struggle to adapt to the rapidly changing landscape of digital banking, often feeling overwhelmed and uncertain about how to maintain growth and customer engagement in the face of continuous technological and market changes.
Overcoming Onboarding Blind Spots for Banks and Credit Unions
by James Robert Lay on August 12, 2024
Are you aware of the number of loans and deposits you're losing due to blind spots in your bank's or credit union's onboarding experience? According to the Digital Banking Report, 46% of newly opened accounts go inactive within the first year.
Navigating User Experience Pitfalls: The Impact of Misaligned Expectations
by James Robert Lay on August 9, 2024
In the latest episode of the Practical Perspectives series, James Robert Lay and Audrey Cannata highlight the often unseen complexities of opening new deposit accounts at financial institutions. They reveal how a cumbersome user experience can overwhelm and even frustrate customers, l …
Beyond AI: Mastering the Mind for Financial Brand Leaders
by James Robert Lay on August 6, 2024
What is the most important technology for financial brand leaders to master in the age of AI? While many immediately think of AI as the crucial technology, James Robert suggests that the most vital technology is actually the one between our ears – our minds.