Best James Robert Lay Podcasts (2024)

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

1d 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

1d 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

7d 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

8d 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

9d 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

11d 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

15d 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

15d 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

22d 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

23d 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

1M 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

29d 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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 …

1
Sarah Thompson: The Refinement Process 49:09

2M ago49:09

49:09

How do we prepare for evaluations? Do we have a thought process in place that helps us boast in our accomplishments while being aware of the situation and people around us? We bring on Founder of Young Professionals Team Affinity Group at UNIFY Credit Union, Sarah Thompson to hear how we can use the refinement process to prepare for evaluations and…

1
406) Navigating Change: Transforming Teams in the Age of AI 45:16

2M ago45:16

45:16

Many leaders struggle to build cohesive, motivated, and resilient teams that drive growth and effectively handle the complexities of today’s rapidly changing workplace. Employees often experience disengagement and burnout, leading managers to incorrectly assume that they need to reduce pressure and expectations, which can further demotivate teams. …

1
405) The Future of Banking: AI, Machine Learning, and Predictive Analytics 49:00

2M ago49:00

49:00

The hype around artificial intelligence (AI) has reached a fever pitch, especially in the financial industry. With AI being a hot topic at conferences and among financial brand leaders, there is a growing concern about distinguishing between hype and actual, practical applications. In this episode of the Practical Perspectives series, a panel of ex…

1
404) Beyond Commoditization: Elevating the Human-Digital Experiences 41:05

3M ago41:05

41:05

There’s a pressing need for financial brands to maintain individuality while navigating the digital journey and customer experience. To address these challenges, organizations need to utilize behavioral economics to craft meaningful customer experiences and adopt a 'yes and' mindset to move from product-based sales to a more human-centric approach.…

1
403) Leveraging AI: Exponential Growth Strategies for Financial Brands 1:02:37

3M ago1:02:37

1:02:37

Change can be daunting. In the age of AI, the rapid pace of technological advancements can feel overwhelming, especially for marketing and sales leaders in financial brands. The challenge lies in understanding how to effectively use AI to unlock new growth opportunities while navigating the complexities and uncertainties that come with these change…

1
402) Mastering Your Mindset to Achieve Exponential Growth 42:06

3M ago42:06

42:06

Many individuals and organizations struggle with adaptability and transformation, hindering their growth and success. In this episode of the Banking on Change series, James Robert Lay and Audrey Cannata discuss the challenges of stepping out of comfort zones, the pitfalls of self-limiting beliefs, and the difficulties involved in personal transform…

1
401) The Inner Economics: Exploring Our Deep Relationship with Money 44:52

3M ago44:52

44:52

Financial stress and anxiety affects 85% of the population in the United States, influencing health, relationships, and overall well-being. This stress often stems from the burdens of financial expectations and how societal pressures and family narratives can lead individuals to wear financial masks, using money as a tool for external validation ra…

1
James Robert Lay: Banking on Change 45:49

3M ago45:49

45:49

Our jobs are changing, our lives our changing. Change is hard. Everyone is talking about the rapidly changing technology like AI and Crypto, but are we talking about how do we mentally prepare ourselves and our team for change? We bring on Amazon bestselling author, CUNA "Credit Union Rockstar" and CU Times "Under 40 Trailblazer," James Robert Lay,…

1
400) Banking on Change: Cultivating Digital Relationships for Growth 38:06

3M ago38:06

38:06

In the digital age, building and maintaining relationships, especially in the financial industry, is challenging. Many people struggle to keep up with the rapid pace of digital transformation, which can feel overwhelming and intimidating. In this episode of the Banking on Change series, James Robert outlines practical strategies for leveraging digi…

1
399) Wealth Wired Differently: Unpacking Financial Growth for Entrepreneurs 25:49

3M ago25:49

25:49

Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by fina…

1
How to prepare for change: The future of banking with Brett King 32:08

3M ago32:08

32:08

We are moving to an entirely different world. All of the financial institutions are fintech catering to growing consumer demands to get banking done in real time. We bring on futurist, Brett King, the author of Banking 4.0 to cover the epic reframing of how we must think of banking. In this episode we cover: How banking will reframe in the next 30 …

1
398) From Legacy to Future: Navigating Digital Growth 21:12

3M ago21:12

21:12

"How can we effectively guide our long-standing staff, who are accustomed to outdated systems, to embrace the transformative potential of new technology and navigate the overwhelming task of prioritizing digital transformation initiatives amidst limited resources and a multitude of opportunities?" This is a very common question and one that was rec…

1
397) From Secret Shopping to Strategy: Real-Time Learnings for Financial Brands 43:29

3M ago43:29

43:29

Many financial brands struggle with losing loans and deposits due to not fully understanding the customers' online journey. This lack of insight into the real-time user experience often results in websites that fail to meet potential customers' needs, leading to poor conversion rates and lost opportunities. Without deep insights into how real users…

1
396) Banking on Change: The Leader’s Guide to Exponential Growth 39:39

4M ago39:39

39:39

This episode of the Banking on Change series explores the concept of courage and the importance of mindset in facing exponential change. Drawing from personal experiences and historical examples, James Robert Lay discusses the challenges of adapting to rapid transformation, especially in the context of emerging technologies like AI. The need for in…

1
395) Banking on Change: Behind the Scenes 41:02

4M ago41:02

41:02

The rapid advancement of AI and digital technologies has ushered in significant changes, challenging individuals and organizations to adapt swiftly. Because of this, many people find themselves trapped in the Cave of Complacency, resisting the change necessary to keep pace with technological advancements. In this inaugural episode of the Banking on…

1
Jim Collison: Using CliftonStrengths to Build a High Performing Team 52:27

4M ago52:27

52:27

There is a myth that a strong team is all about the chemistry of the people. We bust that myth with Jim Collison by talking about how the intentional decisions of the leader can build a high performing team. Collison is the CliftonStrengths Community Manager for Gallup and produce Gallup's Called to Coach and the ClifonStrengths Webcasts In this ep…

1
394) The Evolution of the CMO: Engineering Experiences in the Digital Age 45:40

4M ago45:40

45:40

Despite recognizing the importance of communication, there's a growing disconnect between the traditional role of the CMO and the demands of the modern marketing landscape. Many marketing teams are losing sight of the deeper rationale driving their actions. While communication remains central to marketing, there's a danger of overlooking the underl…

1
393) Inspiration, Innovation, & Impact: Remarkable Leadership in the Digital World 42:29

4M ago42:29

42:29

In the present day where rapid evolution is the norm, individuals seek guidance and inspiration to fuel their growth, especially in financial brand leadership. The importance of tapping into the wisdom of remarkable individuals to enhance personal and professional growth journeys is now more significant than ever before. Guy Kawasaki, chief evangel…

1
392) Navigating Digital Disruptions: Balancing AI and Human Capital 42:40

4M ago42:40

42:40

What are you paying attention to? And are you aware of its subconscious influence in shaping your experiences, decisions, and overall quality of life? In this continuation of the Digital Leadership series around TEAM (Time, Energy, Attention, Money) James Robert Lay and Audrey Cannata share practical strategies for individuals and teams to become m…

1
391) From Distraction to Action: Energy Management for Digital Leaders 39:51

4M ago39:51

39:51

Drawing parallels between personal and professional metamorphosis and an iOS software upgrade, James Robert Lay and Audrey Cannata discuss the significant energy investment required for change, whether on a biological or cognitive level. Their attention shifts to the recognition of routine energy drains and the necessity of pinpointing their origin…

1
How to Avoid Feeling Like You Are Working At The DUMP 27:38

4M ago27:38

27:38

Are you getting a case of the Mondays? Albrecht and Anderle dive into four key areas to look into when work feels like a dumpster fire and how to turn that around. In this episode we cover: What DUMP stands for Exploring what it means to find work that meshes with your brand How the Umbrella Man symbol should be lived out in our department. Working…

1
390) From Investment to Return: The Power of Time 35:53

4M ago35:53

35:53

This episode of the Practical Perspectives series introduces a transformative strategic thinking framework called "TEAM," which stands for Time, Energy, Attention, and Money. This framework aims to help financial brand leaders optimize their resources and set healthy boundaries to achieve exponential growth personally and professionally. By address…

1
389) The Race, Rest, Pace, & Detox Formula for Exponential Growth 49:27

4M ago49:27

49:27

In today's fast-paced and digitally-driven world, financial brand teams are finding it increasingly difficult to navigate exponential change without experiencing mental exhaustion and burnout. The constant demand to be plugged in 24/7 has created a culture where deep, meaningful work and personal well-being are often sacrificed for the sake of perp…

Podcasts Worth a Listen

James Robert Lay Podcasts

Podcasts Worth a Listen

Quick Reference Guide