Best James Robert Lay Podcasts (2024)

1
444) The Power of Movement: Mastering Your Body to Master Your Mind 49:37

1d ago49:37

49:37

In this episode of the Practical Perspectives series, James Robert Lay and Audrey Cannata discuss a powerful yet often overlooked connection—the relationship between physical movement and overcoming mental roadblocks like fear, anxiety, and complacency. They explore the idea that taking action, even small physical steps, can help break through peri…

1
443) Mastering Onboarding and Engagement for Banks and Credit Unions 42:57

2h ago42:57

42:57

In this special episode of the Exponential Insights, James Robert Lay is joined by both Corey LeBlanc, co-founder and COO/CTO at Locality Bank, and Har Rai Khalsa, CEO and co-founder of Swaystack. Together, they dive deep into the critical topic of optimizing onboarding and engagement for banks and credit unions. They’ll share their expert insights…

1
I Have a Problem With Another Employee, Fix it Boss. 39:07

1h ago39:07

39:07

How do we resolve conflict between two of my team members? The Credit Union Leadership Podcast hears you and wants to help. In our brand new episode format we answer questions from listeners and participants from our courses. We answer your questions of how do I apply the classroom teachings into the real world. We tie this back to our conflict res…

1
442) Unlocking Digital Growth: Bridging the Gap Between Data and Action 1:10:19

10h ago1:10:19

1:10:19

In today's episode of the Exponential Insights series we discuss a significant issue faced by financial institutions: the loss of loans and deposits via their websites. Despite the clear advantages, many credit unions and banks struggle with the digital transformation needed to optimize their website's performance. James Robert is joined by Derik K…

1
441) Reducing Friction: Optimizing the Loan Application Experience 34:24

1d ago34:24

34:24

This episode of the Practical Perspective series dives into the hidden gaps and friction points in financial brand customer journeys that lead to loss of potential loans and deposits. James Robert Lay, along with Audrey Cannata, share insights from a recent website secret shopping study. They identify how confusion, friction, and unclear expectatio…

1
440) Unlocking Website Potential: Asking the Right Questions 31:55

18d ago31:55

31:55

Many financial institutions struggle with understanding why their websites lose out on potential loans and deposits. Often, the questions they ask in feedback forms fail to distinguish between different user journeys, leading to misleading insights and uninformed decisions. In this episode, James Robert Lay and Audrey Cannata discuss how tailoring …

1
439) Closing the Leadership Gap: Shaping the Future of the Financial Industry 42:08

15d ago42:08

42:08

Most financial institutions are stuck in the present, lacking the forward-thinking leadership needed to navigate and thrive in a rapidly changing environment. Leaders within these organizations frequently find themselves overwhelmed by day-to-day operations, which restricts their ability to focus on future growth and innovation. On this episode of …

1
438) The $100 Million Problem: Calculating the Financial Impact of Abandoned Applications 32:58

25d ago32:58

32:58

In this episode of the Practical Perspectives series we share how a regional bank’s 67% abandonment rate on personal loans translates into a staggering loss of $100 million annually in interest income. The situation is further amplified by the fact that the brand is investing in paid advertisements to drive traffic to these pages, and only 25% of u…

1
International Credit Union Day 17:55

16d ago17:55

17:55

If our Credit Union PhD course has got you excited, this episode teaches you how you can be apart of continuing the legacy of our movement. In this bonus episode, ServiStar CEO, Taylor Murray brings on friends from Culture Shock Podcast to share the history of International Credit Union Day and why it is important for our movement to celebrate it t…

1
437) Behind the Scenes: Secret Shopping Our Own Website 35:02

26d ago35:02

35:02

After facilitating over 1200 website secret shopping studies for financial brands over the past decade, the Digital Growth Institute decided it was time to drink their own medicine. After recently launching their new website, they put out a call-to-action for industry leaders to provide real-time feedback. In this episode of the Practical Perspecti…

1
No One Is Proactive & Work Is Piling Up: How Do I Get My Team to Take Responsibility? 58:17

21d ago58:17

58:17

The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format we answer questions from listeners and participants from our courses. We take what you learned from our ServiStar training courses from the classroom and into the real world. In this episode we answer questions from one of our most popular and influ…

1
436) The Website Blind Spot Benchmark Study: Results and Insights 34:02

1M ago34:02

34:02

Let’s face it, a lot of financial institutions are really struggling to position themselves online and make the most of their digital channels. Many banks and credit unions sound more like robots with their scripted value propositions and fail to address the real issues their account holders have. This leads to a ton of missed opportunities and a l…

1
435) Unlocking Loan and Deposit Growth through Data 39:44

1M ago39:44

39:44

Financial brand marketing and sales leaders face the challenge of consistently making new connections that lead to loan and deposit growth. They often struggle to leverage data and customer insights effectively to deepen relationships, which is crucial for fostering new connections and driving business outcomes. Brian Bauer, CEO of Revio Insight, a…

1
434) Website Secret Shopping 101: A Guide to Uncovering Consumer Journey Blind Spots 44:44

1M ago44:44

44:44

Many financial brand leaders are unsure where to begin when it comes to secret shopping their website and often feel intimidated by the process—if they even know what website secret shopping is. That’s why on this episode of the Practical Perspectives series, James Robert Lay and Audrey Cannata break down everything you need to know about website s…

1
433) Social Listening: Lessons from Frost Bank’s Customer Experience 30:34

1M ago30:34

30:34

Financial institutions often struggle to manage and appropriately respond to online feedback, especially negative reviews, risking the loss of potential loyal customers. Statistics reveal that a single negative review can severely damage a brand’s reputation, requiring up to 40 positive experiences to counteract it. In this episode of the Banking o…

1
432) Three Common Website Secret Shopping Objections Debunked 45:30

1M ago45:30

45:30

Many financial brands may not realize that their websites could be their biggest sales blind spots due to lack of proper evaluation. Without secret shopping, banks and credit unions may not identify critical issues that could be causing them to lose out on potential loans and deposits. This episode of the Practical Perspectives series advocates for…

1
Episode #50 - An Internal Marketing Conversation (with Seth Godin) 36:53

1M ago36:53

36:53

In this 50th episode, international bestselling author and thought leader, Seth Godin, shares profound insights on why internal marketing is crucial for sustained employee engagement and performance; the difference between management and leadership; and the cost of getting new customers versus the importance of treating frontline employees well. Tu…

1
431) The Future of Banking: Insights on Change, Learning, and Transformation 39:50

2M ago39:50

39:50

In a rapidly changing world driven by exponential technological advancements like AI, many leaders, teams, and organizations struggle to keep pace. This creates a widening gap between linear human perception and the exponential nature of change, leading to feelings of fear, stagnation, and a lack of growth. Many financial brand leaders, especially …

1
How To Get The Most Value From Your ServiStar Training 21:44

1M ago21:44

21:44

Most clients leave our trainings feeling amped, but feelings fade quickly. How do you bring what you learned in the classroom out into the real world? In this episode we give a principles to aid you as your make the most from your ServiStar training. In this episode we cover: What to do with the 5% early adopters and 15% of fast followers. 80% of y…

1
430) Financial Freedom Made Easy: Gordon Stein’s Cashflow Recipes 29:00

2M ago29:00

29:00

It’s not surprising that a significant portion of Americans are struggling with their finances, with many living paycheck to paycheck. Even those working within financial institutions are not immune to these issues. This episode of the Exponential Insights series offers a practical and straightforward solution to this widespread problem. Guest Gord…

1
429) Why Are You Here? Challenging Leaders to Find Meaning and Motivation 45:48

2M ago45:48

45:48

As financial brand leaders navigate the complexities of a post-COVID world, the economic shifts, and the rise of artificial intelligence, feelings of exhaustion and burnout are rampant. Leaders and team members alike are struggling to stay engaged and find fulfillment in their roles. The pervasive cultural norm of complaining about work and separat…

1
428) The $10,000 Website: Underestimating the Value of Digital in Financial Services 33:39

2M ago33:39

33:39

Many financial brands are underinvesting in their digital sales channels, especially their websites, in 2024. Organizations often view their website as a one-time cost rather than an ongoing investment and fail to recognize its critical role in the customer buying journey. Failing to adapt to the digital shift can lead to being left behind by compe…

1
427) Leading Beyond Fear: Taking Action to Conquer Doubt and Drive Growth 39:26

2M ago39:26

39:26

Many leaders struggle with the fear of change, failure, uncertainty and not being good enough. Left unchecked, fear can become debilitating and prevent you from taking the actions needed to move forward. You may find yourself procrastinating, doubting your abilities and resisting needed changes that feel uncomfortable. In this episode of the Practi…

1
426) If I Were a Bank CEO: Empowering Change for Financial Leaders 45:48

2M ago45:48

45:48

Many financial brands struggle to adapt to the rapidly changing landscape of digital banking, often feeling overwhelmed and uncertain about how to maintain growth and customer engagement in the face of continuous technological and market changes. Financial brand leaders frequently express feelings of exhaustion, confusion, and indecision when tryin…

1
425) Overcoming Onboarding Blind Spots for Banks and Credit Unions 40:39

2M ago40:39

40:39

Are you aware of the number of loans and deposits you're losing due to blind spots in your bank's or credit union's onboarding experience? According to the Digital Banking Report, 46% of newly opened accounts go inactive within the first year. To put it differently, almost one out of every two accounts your financial brand opens has the potential t…

1
Creating a Succession Plan That Continues Your Legacy with Adam Contos 48:12

2M ago48:12

48:12

We are entering into a new era in our movement. In the next five years we will see a record high in credit union CEO's retiring. The challenge is that most have not raised leaders to take our place as we move forward. We bring on Former SWAT Team Leader, Navy Seal and Re/Max CEO to talk about the importance of systems to live out the legacy you wan…

1
424) Beyond AI: Mastering the Mind for Financial Brand Leaders 39:21

2M ago39:21

39:21

What is the most important technology for financial brand leaders to master in the age of AI? While many immediately think of AI as the crucial technology, James Robert suggests that the most vital technology is actually the one between our ears – our minds. Jennifer Beeston, the number one VA mortgage lender in America and author of "Brain Hacked:…

1
423) Navigating User Experience Pitfalls: The Impact of Misaligned Expectations 24:11

3M ago24:11

24:11

In the latest episode of the Practical Perspectives series, James Robert Lay and Audrey Cannata highlight the often unseen complexities of opening new deposit accounts at financial institutions. They reveal how a cumbersome user experience can overwhelm and even frustrate customers, leading to lost opportunities for banks and credit unions. Through…

1
Episode #49 - Creating an Engaging Employee Experience (with Jamie Bell) 29:18

2M ago29:18

29:18

Delve into the transformative impact of internal marketing on employee engagement and company success. Workshop's VP of Marketing, Jamie Bell, reveals powerful strategies and real-world examples of aligning internal and external brand efforts. Discover how creating an engaging employee experience can elevate your brand and drive business growth, wi…

1
422) The Mountain is You: Turning Self-Sabotage into Self-Mastery 52:39

3M ago52:39

52:39

In this episode of "Banking on Digital Growth," hosts James Robert Lay and Audrey Cannata share insights from the book "The Mountain is You." They discuss self-limiting beliefs and self-sabotage, emphasizing how these can impede both personal and professional progress. Audrey shares her immediate connection with the book and discusses self-sabotage…

1
421) Balancing Digital and Human Connections in Banking 37:56

3M ago37:56

37:56

Despite the rise of digital-first and digital-only banking tools, there remains a strong desire for personal interaction in banking. Many people still prefer human interactions because they inherently trust people more than automated systems. In this episode, James Robert shares a live, real-time example of a failed attempt to connect quickly with …

1
420) Reduce Cognitive Load for Better Conversion 45:27

3M ago45:27

45:27

A significant issue facing financial brands is the overwhelming number of choices and decisions account holders and prospective account holders face daily. This cognitive load can lead to a poor shopping experience on financial websites, resulting in the loss of millions in loans and deposits. Jon MacDonald, founder and CEO The Good, and author of …

1
419) Beyond Traffic: Enhancing User Experience on Campaign Landing Pages 34:15

3M ago34:15

34:15

Many financial institutions experience limited conversions when running paid traffic to their campaign landing pages. They invest significant ad dollars but fail to capture and convert leads effectively, leading to wasted resources and missed opportunities for loans and deposits. To overcome these obstacles, financial institutions should enhance tr…

1
418) The Digital Growth Blueprint: A Roadmap for Financial Brands 24:27

3M ago24:27

24:27

Over 80% of financial brands lack a clear digital growth strategy, leading to confusion and misalignment among marketing, sales, and leadership teams. This results in organizations getting stuck in cycles of chaos and conflict, unable to effectively address core fears related to change and growth. The absence of a well-defined digital strategy exac…

1
Tru Treasury - Gaining Large Deposits While Others Are In A Cash Crunch 36:11

3M ago36:11

36:11

The Credit Union Movement has less than a 1% market share in treasury management. We bring on Tru Treasury to talk about the potential you can achieve with their CMP Certification. This episode is a win-win. Gain frequent larger deposits while helping our members win with money through bulking up your treasury management skills. In this episode we …

1
417) Leadership & Change: Overcoming Self-Limiting Beliefs 40:44

3M ago40:44

40:44

Many financial brand leaders often find themselves questioning their role and value within their organization amidst periods of significant change and transformation. This self-doubt is commonly driven by imposter syndrome and a fear that the value they create may not be recognized or needed by their team or organization. By fostering adaptability …

1
416) The Birth of HUSTL: Digital Banking for Small Business Owners 33:05

3M ago33:05

33:05

In this episode of the Digital Growth Journeys series, Rob Hoyle, Chief Information Officer at Vantage West Credit Union, shares the story behind HUSTL, a new digital brand specifically designed for freelancers and small business owners. With features like custom project folders, seamless expense tracking, and dedicated customer support, HUSTL help…

1
415) The Cost of Internal Misalignment: Benchmarking Your Website 28:15

3M ago28:15

28:15

Internal misalignment could be costing your bank or credit union millions of dollars. Many financial brands, while confident about their service and experience, may actually be failing to align their internal messaging and strategies. In this episode of the Practical Perspectives series, we’ll discuss a real-world example of a financial institution…

1
414) The Psychology of Money: Wealth, Greed, and Happiness 46:48

4M ago46:48

46:48

Despite having access to financial education, the mass majority of people still experience financial stress and anxiety, while struggling with the emotional and behavioral aspects of money management. This financial insecurity is exacerbated by comparison culture and the constant move of goalposts, leading to a sense of inadequacy and perpetual dis…

1
413) Boosting Loans and Deposits with Data-Driven Insights 38:19

4M ago38:19

38:19

Financial brands often struggle with unseen gaps in their marketing and sales systems, leading to lost loans and deposits. Understanding the "what" and "why" behind consumer behavior is critical, but many financial institutions lack clarity and actionable insights. In this episode of the Exponential Insights series, Carlo Cardili, COO at Alpha Rank…

1
Episode #48 - Incorporating DE&I into Internal Marketing (with Marcus Collins) 34:34

4M ago34:34

34:34

Diversity, equity & inclusion (DE&I) is both a business imperative and a core component of a thriving organizational culture. Embedding DE&I in the company culture realizes massive business benefits for those companies that have it as a genuine organizational belief. Professor and best-selling author, Marcus Collins, offers valuable insights for le…

1
Using Trust to GROW Your Team 40:16

4M ago40:16

40:16

Whether you are a leader or not, you have a part to play in the GROW model. You can contribute to creating a culture that people want to be a part of. Scott & Scott talk about practical credit union applications of the GROW model. And guess what? It's all built on trust. In this episode we cover: What is the problem we are fixing with team building…

1
412) Mind, Body, Wallet: The Interconnected Path to Financial Well-being 38:38

4M ago38:38

38:38

The commonly held belief that financial well-being is the starting point for achieving overall life satisfaction is misguided. Despite the increased focus on financial literacy and education, financial stress and anxiety are at an all-time high, with many people failing to achieve true financial stability. The path to true financial well-being begi…

1
411) Expert Panel Insights: Challenges and Opportunities for Banks and Credit Unions 45:00

4M ago45:00

45:00

This panel discussion at the CuneXus Symposium addresses key challenges faced by credit unions, such as achieving positive loan growth, fostering loyalty, differentiating lending products, enhancing member experiences, preventing fraud in digital account openings, managing liquidity, expanding digital presence, and adapting to post-COVID member exp…

1
Episode #47 - How Employees Can Start Creating Content (with Sara Stella Lattanzio) - BONUS EPISODE 29:43

4M ago29:43

29:43

If you are a company employee who wants to start creating content on social platforms like LinkedIn, or if you are a company that'd like to empower its employees to start creating content, then this episode is for you. Sara Stella Lattanzio, LinkedIn Top Voice and B2B marketing strategist, shares insights from her journey, highlighting the importan…

1
Erika Smith: Galvanize Performance Management with Culture Kits 37:46

4M ago37:46

37:46

Is your performance management system stale and uninspiring? We all agree that creating a motivating environment is crucial to coaching our team to be a high performing credit union. But how do we effectively motivate our managers to coach for performance? COO of CU1 comes on and shares a highly effective tool she has created to inspire managers to…

1
410) Seeds of Trust: Nurturing Growth in the Age of AI for Banks and Credit Unions 50:32

4M ago50:32

50:32

Discover why EQ plus AQ surpasses IQ and how emotional intelligence can drive your financial brand's growth, just as it has for iconic brands like John Deere since the late 1800s. In this episode of the Practical Perspective series, we will revisit the basics of sowing seeds of trust and nurturing human relationships, essential for guiding both you…

1
409) Navigating the AI Hype Cycle in the Financial Industry 39:33

4M ago39:33

39:33

AI is creating a lot of buzz across industries, but where are we in the AI hype cycle? Uncertainty about AI’s place in the cycle confuses financial leaders about future growth. These negative emotions are enhanced by the godown curves of the hype cycles and the natural human resistance to change, resulting in burnout and stagnation. Leaders can eff…

1
408) Meaning is the Mission: Creating a Brighter Financial Future Together 53:30

4M ago53:30

53:30

Emotional and psychological barriers like fear, imposter syndrome, and perfectionism can severely limit leaders' effectiveness. Leaders often avoid directly dealing with these barriers due to fear of failure, fear of success, or a deep-seated sense of inadequacy. Additionally, there's a widespread reluctance to have honest conversations about these…

1
407) The Exponential IDEAS Framework: Turning Insights into Action 32:04

4M ago32:04

32:04

In an industry where transformational change is necessary for organizations to thrive, leaders often find it challenging to effectively communicate and implement the insights and ideas they gain from conferences and events. This difficulty is fueled by the inherent fear of change and the complexity of translating newfound knowledge into actionable …

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James Robert Lay Podcasts

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