Breaking Bad Habits for a Brighter Financial Future
by Audrey Cannata on March 17, 2023
“Define your habits. What is a good habit you want to repeat? What is a bad habit you want to stop?” -Jedidiah Collins Bad financial habits are painfully common. Even Wall Street wizards and business billionaires would probably admit to making at least a few major financial mistakes. …
The Magic in Machine Learning: Augment Your Lending and Compliance Processes (with Tyler Barron)
by James Robert Lay on March 15, 2023
Brief Summary of Episode #280
Happiness Works: The Importance of Narrative Storytelling in the Age of AI (with Angela Moonan)
by James Robert Lay on March 15, 2023
Brief Summary of Episode #279
Direct Mail Marketing: Why the Mailbox is the New Inbox (with Dave Fink)
by James Robert Lay on March 7, 2023
Brief Summary of Episode #278
Embedded Finance and Fintech: Provide a Frictionless Delight (with Joe Keeley)
by James Robert Lay on March 7, 2023
Brief Summary of Episode #277
The Importance of Communication in Innovation: Connecting IQ and EQ
by Audrey Cannata on March 1, 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 March 1, 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
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
Brief Summary of Episode #275
It’s Not the 90s Anymore! New Operations Models for Financial Brands
by James Robert Lay on February 22, 2023
“We are behaving in 1994 models of operating while thinking in 2020s strategy.” -Alex Castro