Transformation

Our Purpose:

We Inspire organizations and their leaders to be better servants for their members, employees, and communities.

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

Is your job spiraling into (un)planned obsolescence?

Yes, even in the financial services sector, robotics, machine learning, and artificial intelligence will disrupt or eliminate your job. Here are the types of jobs that are at risk: Tasks that are simple and repetitiousJob functions that can be done using an AI or Machine Learning algorithm.Jobs that involve data entry from disparate sourcesTasks that…

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Perceptions of You Enter the Room Before You Do

All too often, others’ perceptions 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. So, yes, opinions about us can become viral in an organization where assumptions are made about us by people we have…

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Three BIG Data Myths

Ignoring these myths could be catastrophic to your data strategy.

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Emotional Intelligence

EQ – A Journey to Personal and Professional Success “The capacity to be aware of, control, and express one’s emotions, and to handle interpersonal relationships judiciously and empathetically.” Emotional Intelligence (EQ) refers to the ability to identify and manage one’s own emotions, as well as the feelings of others. Having Emotional Intelligence requires us to understand how emotions…

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Passion and Leadership; Leadership and Passion

Gung-ho and leadership are not the same things. We’ve all worked for a boss that was all about getting it done at all costs, striving to get all the wins at any cost, take the hill without caring about consequences. This behavior is not leadership. Passion is a leadership attribute that cannot be denied, but…

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Do your Data “Bytes” Have a Bad Aftertaste?

We all know how important data is to our credit union. Let’s face it; we are addicted to reports. We love our reports. We compare day to day, month to month, year to year, and peer to peer. But, let’s get real; we run two reports side by side, and, oh the horrors, the numbers…

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Leaders Know the Temperature of the Team

Leading is about driving results but it is also about taking the team’s temperature and understanding three things:
– Do they need the temperature turned up?
– Do they need the temperature turned down?
– Do they need to be on a glide-path for a while?
There is no science to the art of temperature taking, but we can draw on personal experiences to help reset the temperature. Thinking back over your professional life you may have experienced some of the same dynamics that teams exhibit. Let’s correlate personal experiences to team experiences…

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Air Travel, Leading and Stress: What do these have in common?

Stress is part of our lives. Outside forces can cause us stress, and we can also bring on stress for others and ourselves. Air travel is a source of stress; that makes it a good metaphor for stress management behaviors. Many people find air travel very stressful. The stress surrounding air travel is not unlike…

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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.