Keys to Marketing During an Economic Downturn

Keys to Marketing During an Economic Downturn

Marketing during an economic downturn may feel counter-intuitive. Slimy even. How can we ask people to do business with us when they’re trying to pay for groceries?‍But here’s the truth: you work in financial services. It’s your job to serve people during an economic...
Is Your Strategic Plan “Snackable?”

Is Your Strategic Plan “Snackable?”

Do you like M&Ms? They’re definitely a favorite snack of mine – small, easy to swallow and you’re able to finish a bag without getting sick. In other words, they’re perfectly snackable. But strategic plans usually aren’t as snackable as a bag of M&Ms....
Ideas To Adjust Your Strategic Planning

Ideas To Adjust Your Strategic Planning

Strategic planning ideas are a second thought for many this year.For example, a financial institution executive was recently discussing with me the severe impacts from the pandemic: earnings are tanking, investment income is negligible, fee income is dropping...