by OTMS Staff | Aug 19, 2026 | Branding
When you talk about small business branding, you dive deep into color psychology. You discuss what red means (energy, passion), what blue means (trust, stability), what green means (growth, nature). Colors dominate the conversation. But what about shapes? As Kelly...
by OTMS Staff | Aug 17, 2026 | Branding
Every organization has a brand. Not every organization has a strong one. That’s the gap I see over and over in my work with clients: leaders assume that because they have a logo, a tagline and a mission statement, they have financial services branding covered....
by OTMS Staff | Aug 14, 2026 | Leadership, Training
Your newest member just opened an account, and the clock is already running out. Not on the account. On you. The next 90 days will quietly decide whether that member becomes a lifelong relationship or a name on a churn report six months from now, and most credit...
by OTMS Staff | Aug 10, 2026 | Marketing, Training
There are plenty of financial services marketing tools out there. Email marketing tools. Social media schedulers. AI integrations meant to power marketing messages. And then there’s the one you might not often think about: your people. Your best marketing tools are...
by OTMS Staff | Aug 7, 2026 | Leadership, Training
A relay race is not won by the fastest runners. It’s won by the fastest runners who can pass a baton without dropping it. Succession planning works the same way. Financial organizations spend months, sometimes years, developing a strong roster of leadership...
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