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

3 Steps to Team Alignment

How often have you worked with a team that isn’t on the same page? This familiar work situation of being misaligned is not the team’s fault but the responsibility of the leader/manager. What Elements are required for Team Alignment? 1. Purpose 2. Culture 3. Values When any of these three elements are out of alignment,…

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Create a Leadership Presence – 4 Steps

Some people seem to have a leadership presence. They seem to own the room when they walk in. How does that happen? How can you create a leadership brand for yourself? First, we will identify the attributes of a leader. Confident Purposeful Authoritative Directive Attentive Specific Trustworthy Second conduct a personal inventory to see which…

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Leaders Aren’t Allowed to have a Bad Day…

We all have them, those days when you get up on the wrong side of the bed and the day got increasingly worse from there. But, a leader can’t let a bad day define their day. So, how do leaders contain their frustrations and anxieties when it feels like the whole world is against them?…

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Leading Change in Eight Steps

All teams have three participants: change agents, change neutrals and change resistors. The key to leading change is empowering the change agents, influencing the change equivocators and helping the change resistors understand the WIIFM (what’s in it for me). Here are the critical steps to leading change. First, identify who fits into these categories because…

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3 Steps to Finding the Right CEO

When you go to 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…

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5 Reasons to Redefine Leadership

Too often leadership is seen as the job of the chosen few and 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: 1. Marine Corps boot camp taught me that…

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10 Steps to Leadership Influence

Being influential is essential to being successful. Influence is communication and behavioral skill that allows the leader to establish his/her authority into a situation that results in others responding with thought and action. To be an effective leader requires you to be an influencer. If you cannot influence others your only courses of action are…

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Leadership of Knowing When to Hand It Off

Leadership is about knowing when to step forward and knowing when to step away. Many times in my career I have had a chance to do both. In my experience, stepping forward is much easier than stepping back. In every leadership role, there is a tipping point. Where most leaders error is not seeing that…

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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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PilotHSA

Having established a best of breed H.S.A. platform, PilotHSA helps deploy a technology solution that will bring added value to your H.S.As offering for H.S.A. account holders and for the Human Resources Administration of those accounts.

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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.