Recent Posts

Moving From Incremental to Transformational Growth

By Rich Jones | May 9, 2019

Too often I see organizations that keep getting in their way. They celebrate mediocre performance, average results, and incremental growth. Occasionally I find an organization that is satisfied in just cruising slowly into obsolescence, not willing to admit what is happening to the company. Today’s competitive, fast paced business climate does not tolerate medeocracy for…

Grow Deposits and Liquidity, Three Strategies

By Rich Jones | May 3, 2019

“The times, they are a changin’.” This famous refrain from Bob Dylan’s song (https://www.youtube.com/watch?v=e7qQ6_RV4VQ) is as real today as it was in the early 60s, especially when we look at deposit needs for financial institutions. In 2008, FIs had to shrink deposits as a tactic to keep their expense ratio in line with the regulators.…

Preparing your Credit Union for Disruption video

By Rich Jones | April 26, 2019

Seeking Call Center Excellence?

By Rich Jones | February 12, 2019

Call centers are driven by data and key performance measures. Setting those KPMs is both the challenge and the opportunity. One measure I frequently find for call centers is abandon rates. The averages I typically see are 5-8%. But, be careful of measuring yourself against peers on this measure because if you are just a…

Words Matter in Leadership

By Rich Jones | January 16, 2019

“Words Matter,” I did not create this phrase.  The first time I heard it was from a great CEO I worked for, Gerry Agnes, at Elevations Credit Union. He used this short statement often.  However, these two words take on a lot of nuanced meanings. When used in grammar and spelling, words say a lot…

Is your job spiraling into (un)planned obsolescence?

By Rich Jones | January 16, 2019

Will robotics, machine learning, and artificial intelligence, the buzzwords of this decade, disrupt your job? Here are the types of situations that are at risk: Tasks that are simple and repetitious Functions that take require decisions that can easily be taught to another Jobs that involve data entry from disparate sources Tasks that provide reactive…

5 Reasons to Define Leadership

By Rich Jones | January 9, 2019

Leadership is too often leadership is seen as the job of the chosen few as dictated by the org chart. Let’s move past this arcane concept and change our paradigm. Leadership isn’t for the few; leadership is for the masses. Here is why I know this to be true: Marine Corps boot camp taught me…

How to Create a High Performing Team

By Rich Jones | January 7, 2019

The largest expense line on the income statement is compensation and benefits. This expense must be maximized and leveraged. To accomplish getting the most from your comp and benefit’s expenses starts with performance management. Unfortunately, performance management has become an annual or semi-annual exercise in futility for too many organizations. When performance management becomes a…

So You Want to Be a Leader; A 3 Step Primer

By Rich Jones | January 2, 2019

First, let’s define leadership. Leadership IS NOT about title, rank, direct reports or hierarchal power. Leadership IS about creating change. A person that is not creating change is maybe good at tasks and people management but not a leader. Being a leader requires the individual to have the courage to take risks, use her/his voice…