Best Jeff Bates Podcasts (2024)

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Ep 64 - Supercharging Financial Marketing Content with ChatGPT with Ben Udell 1:05:10

2h ago1:05:10

1:05:10

Generative AI, like ChatGPT, can be a helpful tool alongside what you already use at your community bank. But many banks don’t know where to start, or are worried about compliance issues from using it. Banks need to think about how they talk to AI, the rules that guide its use, and what role it plays in their teams. In this episode, Chris and Dan i…

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Ep 63 - 5 Key Strategies for Competitive Advantage 41:49

5d ago41:49

41:49

Chris and Dan dive deep into the world of bank marketing to uncover the secrets of gaining a competitive edge. They share practical insights and actionable steps for banks to effectively leverage their competitive advantage, ultimately leading to greater differentiation and success in the market. There's an emphasis on the importance of understandi…

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Ep 62 - Banking Association Perspectives with Chris Moya, CEO of ICBA-NM 37:03

1M ago37:03

37:03

Even with the rapidly shifting financial landscape, community banks remain a pillar of the local economy. Up until recently, interest rates remained largely unchanged and favorable for business owners and buyers. But over the last 18 months, a shift has taken place that is showing us a new reality. In this episode, Chris interviews Chris Moya, CEO …

1
Ep 61 - 2024 Mid-Year Trends (Hint: AI) 35:52

2M ago35:52

35:52

Chris and Dan dive into the ever-evolving landscape of AI in banking. Drawing from their experiences, they shed light on the prevalent use of AI and its transformative impact on marketing strategies within the banking sector. They emphasize the importance of staying ahead of the curve by embracing AI and adapting it into the culture of financial in…

1
Ep 60 - How Effective Systems Improve Your Results 28:08

2M ago28:08

28:08

Chris and Dan dive into the impact of a bank's team structure on its marketing operations. No matter the size of your bank or credit union, there are a few key things to keep in mind when structuring the marketing team. In this episode, Chris and Dan emphasize the importance of first aligning marketing activities with the bank’s strategic plan. Onc…

1
Ep 59 - Using Video to Grow Brand Engagement 33:40

3M ago33:40

33:40

In this episode, we dive into the importance of incorporating video into bank marketing strategies. We highlight the power of storytelling through video content and how it can create a more engaging experience for your audience. We stress the significance of differentiating from competitors and embracing the evolving trends of video content on soci…

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Ep 58 - Producing Content that Actually Engages with Hollie Brown 40:00

3M ago40:00

40:00

Content marketing is an oft-misunderstood thing – most banks just produce blog posts about financial topics, and sometimes collect them into a periodic newsletter. But are you really adding value to your customers with a blog post on “the difference between fixed and ARM mortgages”, when there are literally hundreds of similar blogs already online?…

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Ep 57 - Simple SEO You Can Do Today with Ben Walsh 1:01:28

3M ago1:01:28

1:01:28

SEO is a powerful but often misunderstood tool to improve your bank’s rankings on search engines – which translates directly into being found, especially among younger, digital-first generations. In fact, search rankings are one place that it’s often possible for small local institutions to outrank their larger, national competition...if you know t…

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Ep 56 - The Key Digital Ad Pillars of 2024 with Matthew Wade 41:11

4M ago41:11

41:11

Digital advertising has never been more important for community banks – it’s one of the easiest ways to make your brand more visible to younger customers, who spend the most time online. For many banks, digital ads have become a first conversation of sorts, encouraging prospective customers to research the bank more as they make their decisions. In…

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Ep 55 - How Bank Five Nine used heritage to rebrand for the future with Jeff McCarthy 46:27

4M ago46:27

46:27

Community banks, it’s time to stand out from the crowd. Rebrands are no small feat – and to make them successful, lots of parts need to align in order to develop something that no other bank can replicate. In this episode, we interview Jeff McCarthy, SVP and Marketing Director of Bank Five Nine in Oconomowoc, Wisconsin. Jeff led the bank through a …

1
Ep 54 - MAJOR MARKETING CHALLENGE SERIES #4 - The Alignment of Effort And Value 28:26

5M ago28:26

28:26

We’re returning with the fourth episode of the Major Marketing Challenge Series – where we discuss the biggest problems facing bank marketing teams. In our work with banks, we find that many teams end up spending time on tasks that don’t add to the bottom line – like the right shade of orange for your logo. And those same teams breeze through the s…

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Ep 53 - MAJOR MARKETING CHALLENGE SERIES #3 - Avoid Scattered Marketing 26:02

5M ago26:02

26:02

We’re returning with the third episode of the Major Marketing Challenge Series – covering the risks of scattered marking tactics. In this episode, we discuss the common struggle of scattered marketing in the banking industry. We emphasize the importance of having a strategic marketing plan to avoid wasted resources and ineffective tactics, and shar…

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Ep 52 - MAJOR MARKETING CHALLENGE SERIES #2 - Avoid Reactive Marketing 36:11

6M ago36:11

36:11

We’re kicking off the second episode of the Major Marketing Challenge Series – covering the unexpected power of proactive marketing in banking. In this episode, we dive into the challenges of proactive versus reactive marketing in the banking industry. We emphasize the importance of aligning marketing efforts with the strategic goals of the bank to…

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Ep 51 - MAJOR MARKETING CHALLENGE SERIES - #1 - Modernizing Your Bank 41:51

6M ago41:51

41:51

We’re kicking off a new set of episodes called the Major Marketing Challenge Series – covering solutions to the big picture challenges that we see most commonly in our work with community banks and credit unions across the country. In this episode, we tackle Modernization: why it’s important, the challenges banks face in pursuing it, and practical …

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Ep 50 - Connecting with Millennials and Gen Z with Dr. Brett Andrews 50:23

7M ago50:23

50:23

Almost all community banks today struggle with attracting younger people to replace deposits that leave due to an aging customer base. Countless articles, keynote speeches, and podcasts have been devoted to learning how to connect with Millennials and Gen Z. In this episode, we interview Dr. Brett Andrews, Dean of the Business School at Belhaven Un…

1
Ep 49 - Highlights & Takeaways from 2023 31:16

7M ago31:16

31:16

As we wrap up 2023, we reflect on some of the highlights and takeaways we had on the show this year, and pull out a few gold nuggets for you to take into 2024. We're truly thankful for all you listeners and viewers for tuning into the Bank Marketing Show and we're excited to bring you a wide range of new guests and material for the coming year! In …

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Ep 48 - The Power of Data-Driven Marketing with Dvir Ginzburg and Ilan Flax 45:13

8M ago45:13

45:13

Data-driven marketing doesn’t need to be difficult. Community Banks of any size can use data-driven techniques to better understand their customers and predict their needs. In this episode, Dan and Chris chat with Dvir Ginsburg and Ilan Flax of Insait, a data platform that’s helping community bank marketing and analytics teams achieve higher conver…

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The Experience - Clinton Festa 20:14

8M ago20:14

20:14

About This Episode This week on Stories Found, we're talking to one of our favorite playwrights, Clinton Festa, and then hearing his surreal comedy, The Experience. The play follows a couple dining at a restaurant with a twist - instead of food, they serve emotions. Frustration, rejection, nostalgia - it's all on the menu. With …

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Ep 47 - Burnout to Success - Designs for Personal and Work Life 41:05

8M ago41:05

41:05

We’re taking a little step back from bank marketing in this episode to talk about a topic that can make us all more successful, professionally and personally: self-care. Chris and Dan get personal and share their own burnout stories, and how those experiences made them realize the importance of “putting your own oxygen mask on first”. We then discu…

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Ep 46 - The Neuroscience of Messaging with Grant Gooding 51:49

9M ago51:49

51:49

Defaulting to “Trusted, Local” or “100+ Years in Business” in your bank’s messaging? Many banks think because it’s tried and true, or it’s meaningful to them, that it will also resonate with their customers and prospects. But you could actually be hindering your marketing efforts by sticking with generic messages like this. This week, Chris and Dan…

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Burger Bard by Patrick Bates 3:36

8M ago3:36

3:36

About This Episode Welcome to Stories Found Micro Monday. This week we've got the one-minute comedy, Burger Bard by Patrick Bates. About the Playwright Pat Bates has been writing plays since he was a kid. Now, he's written for stage and screen, optioned a screenplay, and won some awards along the way. In his spare time, he writes crime/horror/scien…

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The Brink Of Chaos - Mark Gifford 27:34

8M ago27:34

27:34

About This Episode This week we're talking to Mark Gifford and hearing his hilarious story, The Brink of Chaos. About the Storyteller Mark has been a full-time professor of composition and rhetoric at The University of Texas at San Antonio for 18 years and counting. He is also a producer for Testify, a monthly storytelling show in Austin, Texas. Ma…

1
Ep 45 - Drill Into Your Marketing Plan - Goals, Audience, Message 30:54

9M ago30:54

30:54

You’re already making a strategic plan (hopefully!) – but you can make it work harder and better with more specificity. In this episode, we discuss the need for specificity when setting goals, defining a target audience, and developing a message that speaks to that audience. We also stress the importance of adaptability in strategic planning, as ma…

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The Palatka Museum of Natural History - Kimberly Murray-Patel 4:02

9M ago4:02

4:02

About This Episode Welcome to Stories Found Micro Monday -- Halloween Eve edition. This week we've got a special treat, the one minute dark comedy, The Palatka Museum of Natural History by Kimberly Murray-Patel. The Palatka Museum of Natural History recently won the coveted top honor at the Whiskey Theater Factory's annual one minute play competiti…

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Spam Calls From Hell - Brian Rust 20:03

9M ago20:03

20:03

About This Episode Thanks for joining us for our special Halloween edition of Stories Found! This week we're talking to one of our very favorite playwrights, Brian Rust, and then hearing his eerie dark comedy, Spam Calls from Hell. About the Playwright Brian Rust (he/him) is a Boston-based actor and writer who makes chocolates and searches for cryp…

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Ep 44 - Differentiating Your Bank Through Team & Mission with Heidi Miget 43:42

10M ago43:42

43:42

Chris and Dan chat with Heidi Miget, SVP of Marketing for Midwest BankCentre, a nearly $2.7B community bank with 17 branches and 1 loan production office in the St. Louis region. We talk through how her bank has differentiated itself with a laser focus on community and her hybrid (in-house + contractors + agencies) approach to building a marketing …

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A Foggy Day in a Certain Part of Scotland - Mark Harvey Levine 3:23

9M ago3:23

3:23

About This Episode Welcome to Stories Found Micro Monday -- Spooky Edition. This week we've got the eerie 1-minute play, A Foggy Day in a Certain Part of Scotland by Mark Harvey Levine. About the Playwright / Storyteller Mark Harvey Levine has had over 2000 productions of his short plays everywhere from Bangalore to Bucharest and from Lima to Londo…

1
Bella and Blue - Jeff Knight 46:34

9M ago46:34

46:34

About This Episode This week we’re talking to the uber talented Austin writer and storyteller, Jeff Knight, before hearing his fantastic story, Bella and Blue. About the Storyteller Jeff Knight is a storyteller, poet, songwriter, and aspiring novelist in Austin, Texas. He is currently working on a murder mystery set in the world of craft beer, and …

1
Ep 43 - Google Ads Done Wrong 50:46

10M ago50:46

50:46

In this episode, we dive into the importance of strategy in Google Ads and digital advertising for community banks. With our expertise and experience working with bank clients, we shares valuable insights on how to make digital advertising campaigns more effective and improve customer engagement. We recall a time when we realized that simply throwi…

1
Dog Park - Bethany Dickens Assaf 3:27

10M ago3:27

3:27

About This Episode It's Micro Monday! This week we've got the hilarious one-minute play, Dog Park, by one of our very favorite playwrights, Bethany Dickens Assaf. About the Playwright / Storyteller Bethany Dickens Assaf is a freelance playwright, dramaturg, and theatre artist and a co-founder of Whiskey Theatre Factory. As both a writer and produce…

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A Great Fall - Christian Missonak 27:44

10M ago27:44

27:44

About This Episode This week we're featuring Christian Missonak and his hilarious ten-minute play, A Great Fall. About the Playwright Christian Missonak is a NYC-based playwright originally from Chicago, where he was a graduate of Columbia College and The Second City Conservatory. Plays: Sheridan (Madlab Theatre), Save Ferris (Under the Gun Theatre…

1
Ep 42 - What You Need to Know Today About Generative AI 39:48

11M ago39:48

39:48

In this episode we dive into the buzz surrounding artificial intelligence (AI) – and specifically, Generative AI tools like ChatGPT, in the banking industry. AI is here to stay and will be utterly transformative to the financial services industry. It's crucial for financial institutions to understand the use cases and limitations, and how to incorp…

1
Color Guard - Ned Eckhardt 3:13

10M ago3:13

3:13

About This Episode It's Micro Monday! Just in time for Talk Like A Pirate Day on the 19th, we've got the hilarious one-minute nautical adventure, Color Guard by Ned Eckhardt Make sure to catch our full episodes every other week featuring some of the most talented humorists in the country. Next week, we've got a fantastic full length episode featuri…

1
5 Calls - Ladi Loera 33:06

10M ago33:06

33:06

About This Episode This week, we're excited to welcome the amazing storyteller, Ladi Loera, and then listen to his hilarious true story, 5 Calls. About the Playwright / Storyteller Ladi Loera is an artist, animal lover and award winning storyteller. He won the Moth with a story about sympathetic nausea and what it teaches us about love and connecti…

1
Ep 41 - Creating Stickier Customers 34:26

11M ago34:26

34:26

Marketing plays a vital role in attracting new customers, but equally important is the need to focus on retaining existing customers – after all, it’s cheaper and often easier! In this episode, Chris and Dan dive deep into the importance of customer retention and increasing customer stickiness. We discuss stickiness factors and new ways to think ab…

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Ep 40 - What is Work-Life Integration? 27:28

11M ago27:28

27:28

The concept of “work-life balance” has been around for years – but we think it’s time to reframe it and recognize that work and life are not separate, not something to keep in balance. Rather, the focus should be on integrating the two so you – and your team – can find greater fulfillment in both. In this episode, Chris and Dan explore work-life in…

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Ep 39 - The Importance of Brand Voice 35:09

12M ago35:09

35:09

A great brand voice has the same effect as a finely-tuned orchestra playing an unforgettable melody. For your bank, this means memorable differentiation from your competitors. Developing your brand voice involves determining the right tone, communication style, and emotions that echo the bank's mission. It’s not just the realm of marketing. Like cr…

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Ep 38 - The Power of Connection with Neil Stevens 46:19

1y ago46:19

46:19

Connection – with your team, your bank, your customers, and your own self - is the key to great leadership and to creating a truly engaged team. It starts at the top. Your bank’s leadership needs to feel confident in and connected with the values, vision, and mission of your institution. When this happens, and you hire people whose personal visions…

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Ep 37 - The Secret Sauce of Recruitment with Allison McCutcheon Barcz 44:16

1y ago44:16

44:16

Ep 37 - The Secret Sauce of Recruitment Job seekers’ attitudes have shifted dramatically over the last few years – forcing changes to the hiring process. Applicants today have a different view of what they will and won’t accept in the workforce and have an increasing need for purpose in their work. For banks, it’s imperative to stand out to attract…

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Ep 36 - Avoiding Quick-Win Marketing 31:13

1y ago31:13

31:13

Ep 36 - Avoiding Quick-Win Marketing To differentiate your community bank from competitors, it's important to identify your "special sauce" or unique strength that attracts your target audience. By concentrating on a couple of key areas and excelling in them, your customers will be happier and more likely to recommend your services to others. In th…

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Ep 35 - Finding Digital Ad performance and ROI with Alana Levine - CRO, Fintel Connect 47:04

1y ago47:04

47:04

Do you have clearly defined goals for your bank marketing efforts? The only way you can determine if your marketing is performing – and adding bottom line to your bank – is if you are tracking your progress against goals. Digital ads won’t work if you just throw money at them. In this episode, Dan Novalis, Chris Bates, and Alana Levine, CRO of Fint…

1
Ep 34 - Networking: The Power of Community for Your Career and Bank 29:59

1y ago29:59

29:59

Ep 34 – Networking: The Power of Community for Your Career and Bank It’s a thing that some people live for, and others shy away from. But the benefits of networking – for introverts and extroverts alike! - go beyond getting your bank noticed or advancing in your career. We all know it, but fostering genuine relationships leads to increased knowledg…

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Ep 33 - Competing on Customer Experience with Joann Marsili 46:01

1y ago46:01

46:01

Ep 33 – Competing on Customer Experience with Joann Marsili Community banks must focus on what they do best: connecting with customers and building their brand. It’s easy to look around the corner and see what everyone else, especially megabanks, is doing, but resist the urge. Focus on what your customers need instead. In this episode, Chris and Da…

1
Ep 32 - How Banks and Small Businesses Connect Better with Derik Sutton 44:02

1y ago44:02

44:02

Ep 32 - How Banks And Small Businesses Can Connect Better with Derik Sutton - Chief Marketing Officer at Autobooks Marketing to small businesses comes down to relationships, proximity, and trust. Derik Sutton, Chief Marketing Officer for Autobooks, is a small business and bank marketing expert. Dan and Chris chat with him about the best ways banks …

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Ep 31 - The Role of Marketing in Crisis Communications 31:22

1+ y ago31:22

31:22

Ep 31 - The Role of Marketing in Crisis Communications As a cornerstone of the community, banks play an important role in times of crisis. In the wake of the March 2023 bank failures, community banks must build confidence in their strength, and marketing is the key. In this episode, Dan Novalis and Chris Bates discuss the role of marketing in crisi…

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Ep 30 - Think Like a Brand, Not a Bank 56:20

1+ y ago56:20

56:20

Ep 30 - Think Like a Brand, Not a Bank In this episode, Chris Bates and Dan Novalis interview Allison Netzer and Liz High, authors of the book “Think Like a Brand, Not a Bank” – a must read for any banker. Your bank’s brand belongs to everyone in the bank, from teller to CEO. Banks and companies that focus on their brand almost always outperform in…

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Off-Target - Jonathan Wickremasinghe-Kuhn 18:00

1+ y ago18:00

18:00

About This Episode This week, we're excited to welcome the very talented and funny Jonathan Wickremasinghe-Kuhn and then listening to his hilarious story, Off-Target. About the Storyteller Jonathan Wickremasinghe-Kuhn grew up in Selma, Alabama and attended the University of Southern California, where he received both his BFA in Writing for Screen a…

1
Bird Girl and the Hammer - Bethany Dickens Assaf 24:16

1+ y ago24:16

24:16

About This Episode In this episode of Stories Found, we’re talking to one of our very favorite playwrights, Bethany Dickens Assaf, and then listening to her ten-minute comedy, Bird Girl and The Hammer. About the Playwright Bethany Dickens Assaf is a freelance playwright, dramaturg, and theatre artist, and a co-founder of Whiskey Theatre Factory and…

1
Ep 29 - The Value of Strategy 19:48

1+ y ago19:48

19:48

Ep 29 - The Value of Strategy To meet your goals, you must pause to plan. Marketing cannot be viewed as a side project but as an integral part of your strategy. Do you know what your customer journey looks like? What are the steps that lead from brand awareness to researching a solution to actually opening an account? Considering these factors will…

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Ep 28 - Finding The Right Partnerships and Using Your Superpower 49:38

1+ y ago49:38

49:38

Choosing the right digital marketing agency for your bank can be a make or break decision – but can also be one of the best decisions you make. It’s tough for many banks to decide to bring in an external vendor, but often vendors bring expertise and perspective that don’t exist within the bank (and are very hard to hire for!). But, to do it right, …

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