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

Leadership Begins and Ends with Honesty

When you look back at past bosses you respected, bosses that were okay and bosses, 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. That doesn’t mean they overlooked my failures,…

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Getting Your Ducks in a Row – Strategic Planning

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…

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Marketing Must Know These Key Ratios

The primary Business Model for credit unions is straightforward. It is Money in Money out. Credit unions buy money ( deposits) from members (Cost of Funds) and then loans out those deposits to Members (Interest Income) at a higher interest rate (Margin). Of course, there are multitudes of nuance to this model, that’s why credit…

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To Be a Great Leader Requires You to Be Wrong

Have you worked for a boss with 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 the…

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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 leader/manager’s responsibility. What Elements are required for Team Alignment? 1. Purpose 2. Culture 3. Values When any of these three elements are out of alignment, the result…

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Leaders Don’t Listen? Really?

Condoleezza Rice once said, “When you’re in a position of authority, you need truth-tellers around you.” Did she hit the mark? You bet.First, let us agree that one element of leadership is the authority. To be a leader, you must have some authority. This authority isn’t determined by power but by your ability to motivate,…

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The Eight Attributes of a Transformational Leader

I have been very lucky to work for CEOs who 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 celebration, stress and…

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A Leader’s Dilemma; Punish or Pamper?

On CBS Morning, there was a piece titled Punish or Pamper. The news story was about how to maximize productivity in the workplace. Why is this an either/or issue? Is managing a team about punish or pamper? I don’t think so… There are times when employees need and deserve to be pampered, and conversely, there…

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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.