Recent Posts

3 Steps to Finding the Right CEO

By Rich Jones | February 11, 2020

At the top of the hierarchy, there are all kinds of leaders from all sorts of backgrounds. But typically in a world of shareholder returns, ROE, ROA, capital ratios, and expense ratios, the corner office is often a numbers expert, usually from the CFO ranks. Is this leadership succession the best thing for an organization?…

The Rainmaker in Business Development

By Rich Jones | February 7, 2020

“We have 537 Select Employer Groups.” Pick a number, but how often have we heard this kind of boast? It can be the boast by a multi-common bond or a community field of membership credit union. Is this model of adding hundreds of small businesses into our membership prospects creating anything other than incremental growth…

Getting Your Ducks in a Row – Strategic Planning

By Rich Jones | January 26, 2020

We often think about strategic planning as a one or two-day event that involves some crucial steps: Validating your mission, vision, values Doing a SWOT (Strength, Weakness, Opportunities, Threats) analysis Thinking BIG about what you want to become Identifying 3-5 vital strategic initiatives that will take you to this future place These four steps are…

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…