The Divorce Money Guide: Leveling the Financial Playing Field in Divorce (with Tracy Coenen)
by James Robert Lay on November 8, 2022
Brief Summary of Episode #243
Prioritize, Never Sacrifice: Your Money Vehicle to Financial Literacy (with Jedidiah Collins)
by James Robert Lay on November 1, 2022
Brief Summary of Episode #242
"Conotext” in Digital Marketing: The Paradox of Choice in Digital Channels (with Jim Craig)
by James Robert Lay on October 31, 2022
Brief Summary of Episode #241
From On Hold to On Screen: Multichannel Messaging in the Financial World
by Audrey Cannata on October 27, 2022
“Most banks have an interaction pie that looks like 80% phone calls and 20% live chat.” -Dan Michaeli Financial brands have an exciting opportunity to merge messaging, audio, and video into a seamless multichannel digital customer experience. So why are many financial brands stubbornl …
Story-Selling: Targeting Your Audience Through Decentralized Communication (with Sarah Cooke)
by James Robert Lay on October 25, 2022
Brief Summary of Episode #240
Will Your Credit Union Survive a Mass Extinction Event?
by Audrey Cannata on October 25, 2022
“Credit unions are giving up brand equity by not telling stories in a manner that creates emotional connection so potential members will want them as their primary financial institution.” - Ancin Cooley Almost half of America’s credit unions have disappeared since 2010. It’s a terrify …
Hope is Not a Strategy: Ditching the 90s Operations Model (with Alex Castro)
by James Robert Lay on October 24, 2022
Brief Summary of Episode #239
Strategic Planning: A Prescription for Common People Problems
by James Robert Lay on October 18, 2022
Brief Summary of Episode #238
Financial Therapy: Dispelling the Myths Behind the Money Taboo (with Dr. Megan McCoy)
by James Robert Lay on October 17, 2022
Brief Summary of Episode #237
Eat That Frog! Proactively Defeating Procrastination (with Audrey Cannata)
by James Robert Lay on October 12, 2022
Brief Summary of Episode #236