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Transformation

How can a credit union or a community bank grow without a roadmap? It all begins with planning to set a vision and key milestones to get there.

Leading2Leadership has the expertise and experience to develop that roadmap to grow your brand today, and more importantly, for tomorrow.

Expertise

At Leading2Leadership, we not only share our expertise and best practices for the following subjects, we also develop the implementation plans and set key milestones for execution. This allows the credit unions and community banks to:

• See what the end looks like
• Have a roadmap to deliver on that vision

 

Strategic planning should result in transformation and differentiation.

Strategic Planning

For credit unions and community banks seeking transformation and differentiation.

Sales & Marketing Strategy

Designing a sales/marketing plan that meets the financial institution’s KPIs, digital, conventional and branding.

Digital Transformation

Building a digital strategy that prepares the credit union or community bank to compete in the digital economy: branch, culture, operations, lending and risk tolerance.

Data Strategy

Designing a plan for aggregating and mining the wealth of data sources in the credit union or community bank so data can be used for strategic decisions and marketing efficiencies.

Cultural Transformation

A branded culture can differentiate the financial organization in a way that cannot be easily replicated. This is a process to help a financial institution fully understand their brand and leverage it to transform their service level, culture, and staff, at all levels.

Organizational Strategic Planning

Create a future of possibilities and differentiation for your credit union or community bank. These facilitated conversations will establish a clear direction for identifying your Mission, Purpose, and Promise and navigating the organization to your Vision of the future. We will identify what the “end” looks like, how it will be measured and set clear milestones along the way to monitor progress.

Business Development Strategy

Reinventing credit union business development to partner with employer groups of scale (100 or more employees).

Who We Are

Rich Jones

Proven Strategist and Leadership Coach

A published author and engaging speaker, Rich Jones is President/CEO/Principal for Leading2Leadership LLC. Prior to starting his own strategic planning agency, he was Senior Vice President of Sales, Marketing and Business Development with $1B Elements Financial FCU (previously known as Eli Lilly Federal Credit Union.) With more than three decades of leadership experience that included building entrepreneurial enterprises, he brings innovative thought and practices to credit unions, community banks and non-profit enterprises across the country.

A strategic leader, Rich has orchestrated transformational change in credit unions and community banks while working with senior management and boards or directors. He has also implemented strategies that allow marketing, business development, branding, and data management to have a significant impact on to key ratios and the balance sheet. In addition, he has led organizations into the science and art of using member data and market intelligence to design and deploy products, services and marketing messages that support sales efforts.

Characterized as a value driven entrepreneur, he is cautiously optimist while possessing a contagious sense of humor. He expertly delivers complex ideas and financial education in an engaging and humorous manner. A Marine and graduate of Colorado State University, Jones has been a frequent speaker and presenter at regional, national and international conferences in the banking and credit union sectors.

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Recent Posts

Falling into a Great Career

What do you want to be when you grow up?  When you are little, it was magical to imagine what you might grow up to be: a ballerina, singer, movie star (or today a YouTube star), an astronaut – the list goes on. Every choice sounded and felt achievable. However, then you got to high…

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The Struggle and Joy of Peer-to-Peer Coaching

By Mollie Otieno, a Learning and Development expert Peer-to-peer coaching is scary. Peer coaching often reveals a lot of our own insecurities. What will my team member think about me?  Will they still like me? What if they someday become my boss, will they seek to avenge my coaching efforts?  Am I putting my job…

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M&A, There’s a Lot to do about Culture

One of the primary growth strategies for credit unions includes Mergers and Acquisitions. Any decent CFO can aggregate the income statements and balance sheets, and forecast the impact on the key ratios to establish the business case. But, an essential consideration for any successful Merger is how the two companies fit culturally. When the merger…

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Work-Life Balance – A game of jump rope where your feet will get tangled

By Mollie Otieno, a Learning and Development expert We’ve read it 101 times – work-life balance – how to succeed at “having it all” – and that does sound nice. The thing is that work-life balance isn’t a myth – it’s a straight-up lie. In Rich Jones’s post (Work-Life Balance is a Myth,) from June…

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Perceptions of You Enter the Room Before You Do

All too often, other’s perception of us can make or break our opportunities, adoption of our ideas, our futures. Perceptions of us result from the direct and indirect experiences others have had with us. Yes, opinions about us can become viral in an organization where assumptions are made about us by people we have never…

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7 Steps to Transforming your Credit Union to a Digital Economy

It’s not a matter of if or even when, it is happening now. PNC, Wells Fargo, Key Bank, BofA, and Chase are experimenting with digital transformation now. What does your credit union/bank need to do to stay relevant in a digital economy? Create a digital strategy – This isn’t about SEO, SEM, websites, email, FaceBook,…

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A New Expert for Your Reading!

Starting this week, I have added a guest blogger on Leading2leadership.com. Her name is Mollie Otieno. Mollie is a Learning and Development Expert for a $2B+ Asset credit union. Over the past few years, she worked her way from teller to her current role. Mollie brings some fresh thoughts and compelling insights as she talks about…

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Learning to be the “Perfectly Imperfect” Me

Mollie Otieno is a new blogger to my site. Here is her introduction of herself – “Perfectly Imperfect”

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Alliances

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iDiz Incorporated

iDiz is a strategic marketing firm that helps credit unions and companies grow market share through authentic branding, creative marketing campaigns, and mobile-friendly web sites. We help you turn marketing into a growth engine that builds better, stronger brands.

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Brewster Knowlton

An established expert in SQL, data aggregation, analysis, segmentation, warehousing and file appending, Brewster will bring the skills to the table to fully implement your Data Strategy.

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Pete the Planner

Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and an award-winning financial mind. He’s the author of ten books, six of which were featured in a nationwide launch at Barnes & Nobles stores in January of 2015.

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