Data Demystified: What Your Financial Brand Needs to Know (With Kim Snyder)
by James Robert Lay on March 29, 2021
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Brief Summary of Episode #78
Your Customers Are Human, Serve Their Emotional Needs (With Eric Berg)
by James Robert Lay on March 23, 2021
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Brief Summary of Episode #77
Digital Transformation Is a Marathon, Not a Sprint (With Hunter Young)
by James Robert Lay on March 22, 2021
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Brief Summary of Episode #76
Powering Your Brand: Building and Implementing Your Purpose Internally
by James Robert Lay on March 22, 2021
Much can be said about the impact of building a financial brand with purpose. It reminds us that the focus should be on our clients and that, as an organization, we want to move our financial brands beyond the commoditization trap to build a human-centered operation with heart. That’s …
All About Growth: Bridging the Gap Between Marketing and Sales Teams
by James Robert Lay on March 19, 2021
In the financial industry, marketing departments often see and understand the value of digital growth, but the culture of our sales teams is so heavily entrenched in what happens at individual branches. How can we begin to bridge the gap between marketing and sales teams?
Building Your Brand From the Boring Middle (With Chris Snyder)
by James Robert Lay on March 16, 2021
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Brief Summary of Episode #75
Your Newest Business Strategy: Loving Your People (With Mohammad Anwar)
by James Robert Lay on March 15, 2021
Brief Summary of Episode #74
Business Alignment: The Key to Your Digital Transformation (With Corey LeBlanc)
by James Robert Lay on March 10, 2021
Brief Summary of Episode #73
5 Steps to Improve Your Customers’ Financial Wellness (With Whitney Loe)
by James Robert Lay on March 5, 2021
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Brief Summary of Episode #72
Target Fixation: Transformation Is Looking Where You’re Going (With Jeffery Kendall)
by James Robert Lay on March 2, 2021
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Brief Summary of Episode #71