Money and Mental Health: Do Your Customers Need Financial Therapy?
by James Robert Lay on February 1, 2023
“Not only do we not have the skills from not having practiced for our money, we are then conditioned to think every financial conversation has to be negative when it should be the opposite.” -Dr. Megan McCoy
Complacency Kills Curiosity: Why Great Leaders Never Stop Learning (with Shane Saunders)
by James Robert Lay on January 31, 2023
Brief Summary of Episode #268
Digitizing Mindfulness: Subscription-Based Financial Services Your Clients Want (with Nickolas Belesis)
by James Robert Lay on January 30, 2023
Brief Summary of Episode #267
How to Defeat Procrastination (and Eat That Frog!)
by James Robert Lay on January 28, 2023
“The number one reason for procrastination and a lack of motivation is a vagueness or confusion about what it is you’re trying to do.” -Audrey Cannata Have you ever climbed into bed at night and wondered, “What did I even accomplish today?” It’s demoralizing to realize you’re just tre …
The Financial Brand: How Emotion Drives Customer Loyalty in Banking
by James Robert Lay on January 27, 2023
No longer driven solely by products and rates, bank loyalty is increasingly tied to the emotional connection that banks create between themselves and those they serve. To make the most of their relationships, financial institutions must demonstrate predictability and honesty, and spea …
The Art of Allowance: Grow Kids’ Wealth with Non-Monetary Deposits
by James Robert Lay on January 27, 2023
James Robert Lay joined The Art of Allowance Podcast with John Lanza of The Art of Allowance Project by Snigglezoo to discuss growing kids’ wealth with knowledge deposits.
Self-Correction: The Secret to Customer-Driven Leadership
by Audrey Cannata on January 27, 2023
“If you are doing customer-driven leadership the right way, it can’t fail because it’s self-correcting.” -Daniel Hammond Most financial brands pride themselves on providing outstanding customer service. Still, the financial industry is one of the least-liked industries in the world. C …
Bridging IQ and EQ: Why Innovation Is Only As Good As Communication (with Greg Palmer)
by James Robert Lay on January 24, 2023
Brief Summary of Episode #266
The Behavioral Science Behind Financial Brand Marketing
by Audrey Cannata on January 24, 2023
“All of us rely on decision-making shortcuts. They are ways for us to conserve mental energy because we couldn’t possibly weigh every bit of information before making a decision.” - Nancy Harhut We make snap buying decisions extremely quickly. And all day long. You grab a coffee on th …
Stop Banking on Mistakes: Ditching Banking Processes for Outcomes (with Matt Wallaert)
by James Robert Lay on January 23, 2023
Brief Summary of Episode #265