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

Three Steps to Team Alignment

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

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Tough Conversations of Leadership

Leadership requires mutual trust but also the courage to talk truth. It is with constant amazement when I learn a “leader” is hesitant to have tough conversations about attitude or performance. It is even more shocking when I discover they keep performance files on direct reports that are discussed at annual or semi-annual performance reviews.…

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When Leading is Painful, 4 Steps

On some occasions when leaders have to take the point, the risk can be overwhelming. These times are when a leader’s mettle is truly tested when their courage and resolve are exposed. We’re not talking about those times that a leader has to make a project or product decision that may have a small to…

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Passion and Leadership; Leadership and Passion

Gung-ho and leadership are not the same things. We’ve all worked for a boss that was all about getting it done at all costs, striving to get all the wins at any cost, take the hill without caring about consequences. This behavior is not leadership. Passion is a leadership attribute that cannot be denied, but a…

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Leadership Begins and Ends with Honesty

When you look back over bosses you respected, bosses that were okay and bosses that were, how can I say it, needing a significant reboot, what made them different? I liked a boss that was honest with me. It seemed they knew when I messed up, it was unintentional. Now that doesn’t mean they overlooked…

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Great Endings yield Great Beginnings

December 31, 2014 is my final day at Eli Lilly FCU (soon to be know as Elements Financial). Rumors of my retirement at premature, it just isn’t in my DNA. Rich 4.0 (see http://leading2leadership.com/2014/08/02/rich-4-0-the-reinvention-of-self/) will be working as an independent strategy consultant or with a progressive bank/credit union vendor. My core competencies include the following:…

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Air Travel, Leading and Stress: What do these have in common?

Stress is part of our lives. Outside forces can cause us stress, and we can also bring on stress for others and ourselves. Air travel is a source of stress; that’s what makes it a good metaphor for stress management behaviors. Many people find air travel very stressful. The stress surrounding air travel is not…

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

So, 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 a satisfactory task and people manager but not a leader. Being a leader requires the individual to have the courage to take risks, use her/his voice…

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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.