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.

rich-jones

Recent Posts

Three Must Haves in your Strategic Plan

As you move into our strategic  planning and budgeting cycles there are three must-haves when crafting a successful future for your credit union: A Plan for Transformation – Strategic Plans should be designed to transform the organization. If the culture is, “If it ain’t broke don’t fix it,” then don’t waste your time and money…

Read More

3X3 Essentials for Business Development

Business Development success is essential regardless of your credit union’s field of membership. BD success requires a focus on three critical measures: growing members, assets, and balances; the first 3 of the 3X3. Generating sustainable growth of members and assets is the key to a credit union’s survival. Even if one of your credit union’s…

Read More

Are You Running To, From, For or Against?

We’re all running 1000 miles an hour, but are we running the right direction for the right reason? Running to – this is goal driven running. It is having a valid endpoint and a commitment to get there. If you are training for a half marathon, your goal is distinct and specific. “I am going…

Read More

Leadership Doesn’t Mean You Have a Horse

A leader – there he is, in the middle of the park, sitting on a horse with a pigeon perched on his hat. Too often when we picture a leader, this is the image we see. But, what should we see? A leader probably doesn’t have a horse. A leader isn’t bronze in color. A…

Read More

What’s Up With Bank Websites? 7 Things to Fix What’s Broken

Bank websites, look at them. They are ugly. They look like someone puked products and offers all over your iPad. They require the user to scroll endlessly. They have complex navigation points and menus, menus, and more menus. To research, find and buy requires many clicks. All of this is friction. Why can’t banks get…

Read More

Rich 4.0; The Reinvention of Self

Career change is about re-invention of self…

Read More

The Eight Attributes of a Transformational Leader

I have been very lucky in my career to work for CEOs that understood the principle that leadership is not about doing business as usual but about transforming the organization. Transformation is what differentiates a capable leader from a great leader. Transformational leadership is not easy. It is fraught with risk and reward, angst and…

Read More

To Be a Great Leader Requires You to Be Wrong

Have you worked for a boss that had all the answers and didn’t need new ideas or recommendations? In your humble opinion, was he/she that smart? Would the department, project or organization have benefited from a boss that was not a “know it all”? As you start to add leadership to your job description, remember…

Read More

Alliances

idiz-thumb-2

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.

knowltonlogo3

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.

petetheplanner-thumb

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.