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

Strategic Planning and the Pandemic

Here is what we know. We are in the middle of a pandemic. This situation has forced each of us to rethink and reimage how we do business. There is a tendency to hunker down and attack the urgent needs of members, staff, and the credit union. We get done what is critical at the…

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Pandemic – Marketing Needs to Talk!

Like you, I have received several emails, seen numerous Facebook and Twitter posts on how banks and credit unions are handling the Coronavirus. Typically these posts and emails start with something like, “We care about your safety…” and then they talk about how they are making banking safe by cleaning their branches and protecting their…

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Creating a Personal Leadership Brand

Have you ever defined your leadership brand? If you haven’t identified the attributes of your brand, now is the time. The process is simple but deliberate. What is a personal brand? A personal brand includes those attributes that make you who you are and how those around you expect you to act and behåave in…

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How Passion Impacts your Presence

When people watch you day to day, they get a pretty good idea of how you feel about your life, your choices, and your job.  It doesn’t take long for someone to figure out if you LOVE what you are doing.  Recently I had distinct experiences where I could tell who loved what they were…

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Career Setback or “The Sky Is Falling”

If it hasn’t happened yet, it will. Suddenly, seemingly out of the blue, you get; pick one: Demoted, laid off, fired, passed over, or criticized for your execution of a project. What happens next will determine your future for a long, long time. When a career setback happens, it will most likely be very emotional.…

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Career Crisis – Stay or Leave

One of the most important decisions a leader can make in her/his role is “stay or leave,” but it is amazing how many otherwise very competent, seemingly successful people make a terrible decision. Be strategic with this decision. Is the feeling of career crisis due to a: Struggling business model? Bad boss? Acknowledge bosses change?…

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6 Steps to Transforming Your Credit Union for the Digital Economy

The digital economy is a new world order where their digital profiles and personas are directing consumer behaviors and buying decisions. The digital economy will lead them to products and services, special offers, activities, and events based upon recommended by these profiles and personas. It’s not a matter of if or even when it is…

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Sometimes you gotta get “Prickly”

The biggest threat to a team or organization is complacency. The minute a team is okay with the status quo, all growth, innovation, and improvement stops. One symptom of complacency is groupthink. This situation occurs when everyone sits in a meeting in silence, and the robotic bobble-heads begin to bob with every agenda item. We’ve…

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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.