Recent Posts

Leading with Good Intentions

By Rich Jones | January 16, 2020

A coworker does something we don’t understand or agree with, what do we do? We write a story in our head. We create scenarios on what we think the intentions of this person were. We create a story with little real evidence, only perception, “intuition,” or assumption. Typically these stories are negative. Usually, these perceptions…

Meetings Leadership for Effectiveness and Efficiency

By Rich Jones | January 9, 2020

Often leadership is fraught with perils, and timing is everything. A successful meeting requires the following: An agenda Time management Quality discourse Conflict resolution Defined next steps with firm deadlines Since a leader’s schedule is heavily weighted with meetings, knowing meeting skills can make the difference between walking out of a session frustrated, feeling like…

5 Key Ratios Marketing Must Know

By Rich Jones | January 7, 2020

Credit union marketers must grow beyond ad buys, graphic design, copywriting, brochures, web design, SEO, SEM, and PR. A marketer must understand what Key Ratios they can impact and how. Knowing how marketing impacts the financials will dramatically change the conversation marketers have with the CEO and CFO. Here are five Key Ratios that Marketers…

Managing your Boss – Risky Business

By Rich Jones | January 7, 2020

One of the toughest jobs a leader can take on is leading horizontally and leading up. Leading without authority or the power of title is a critical skill that all great leaders have learned. Even a CEO has to, at times, lead the board of directors or the Chairperson needs to lead shareholders. To develop…

Financial Literacy vs Financial Wellness – a Consumer’s View

By Rich Jones | December 30, 2019

Credit unions and banks across the country have financial literacy on their to-do list, but what consumers need/want is a roadmap to financial wellness, not just financial literacy. Well, what’s the difference? Financial literacy is about understanding money basics. Typically the curriculum includes topics like “how to balance your checkbook,” “what is a savings account,”…

3 Steps to Leadership Transition

By Rich Jones | December 23, 2019

There are several triggers why you may want to transition to a new leadership style. One trigger might be the organizational needs have evolved, and a unique leadership style is required to move the organization or team to the next level. Maybe you have learned some skills to become a better leader but need to…

2020, Don’t Wimp Out Now

By Rich Jones | December 12, 2019

Are you a resolutions person? I’m not a big fan of resolutions. It seems they are just another way to procrastinate what you should have done days, weeks, months, or even years ago. What I prefer to do to celebrate a new year is to evaluate, reinvent, and re-energize my focus and attention. How do…

You have to be an Executive to be a Leader – NOT!

By Rich Jones | December 3, 2019

A collective leadership misperception is that it happens to you as a result of a promotion. Sadly, many executives foster this climate of “ordained leadership” by acting as though they, as executives, are smarter than the masses and are therefore more worthy of making a decision. This culture stifles individual contribution, engagement, job satisfaction, and…

Unconscious Bias – Keeping your institution from winning the war for talent?

By Mollie Otieno | November 25, 2019

Sometimes the best candidates don’t look like you…