You’re Not Selling Financial Products, You’re Selling Shortcuts
by James Robert Lay on July 11, 2023
Brief Summary of Episode #314
Collaborative Banking: Fintech & Financial Institutions Finding Common Ground (with Landon Glenn)
by James Robert Lay on July 10, 2023
Brief Summary of Episode #313
Charting Transformation: Navigating Change in the Age of AI
by Audrey Cannata on July 6, 2023
"I'm not saying come in like hammer style and start hammering into 'em because ‘you're the boss’. I'm saying embrace that awkward conversation, try to understand what's getting in the way." - Todd Weiden In our fast-paced, transformative world, individuals are fatigued from the consta …
The Paradox of Choice: Too Many Options Leads to Lower Conversions
by James Robert Lay on July 4, 2023
Brief Summary of Episode #312
Change: How It Looks, How It Feels, and How To Navigate It (with Todd Weiden)
by James Robert Lay on July 3, 2023
Brief Summary of Episode #311
The 5 Pillars: Trust in the Digital Age
by James Robert Lay on June 29, 2023
Brief Summary of Episode #310
Compassion Or Confusion: Which Are You Leaving Your Customer With?
by James Robert Lay on June 28, 2023
Brief Summary of Episode #309
Simplifying the Complexity of Money: A Path to a Better Future
by Audrey Cannata on June 28, 2023
Financial stress is a prevalent issue for the majority of Americans. Studies consistently show that around 60-85% of people feel some level of financial stress, which takes a toll on their overall well-being. This presents an opportunity for financial professionals to simplify the com …
Building Trust in a Digital World: Transforming Financial Relationships
by Audrey Cannata on June 28, 2023
In a digital world where face-to-face interactions are becoming less common, how can financial brands establish trust with their customers? Trust is the foundation of successful relationships, and in the financial services industry, it is crucial for building credibility and loyalty. …
Standing Out: Differentiate Your Financial Brand. Effectively.
by James Robert Lay on June 20, 2023
Brief Summary of Episode #308