Insights
Real-world perspectives on leadership, coaching, customer conversations, and performance execution.
Built from decades of work inside banks and credit unions.
Latest Insights
- October 12, 2026
- Articles
- September 17, 2026
- Articles
I’ve worked with a lot of leaders over the years, and one thing continues to stand out. Most organizations talk about the importance of coaching.
- March 31, 2026
- Articles
Sometimes the impact of leadership doesn’t show up for years. Sometimes it takes 30. A few weeks ago, I posted something on LinkedIn about why
- March 10, 2026
- Articles
Why do bankers hate role play? Maybe because we’ve spent years making something as important as professional practice feel awkward, uncomfortable, and sometimes downright embarrassing.
- February 24, 2026
- Articles
I’m not against incentives. I’ve seen them work. Run a campaign. Put a prize behind it. Focus the organization. Activity goes up. Sometimes dramatically. But
- January 27, 2026
- Articles
How much time and money does your organization invest in developing strategies? Now here’s a tougher question. Six months later, what’s actually changed? Banks and
- January 22, 2026
- Articles
Somewhere along the way, accountability got a bad reputation. For some employees, it means being written up, being counseled, or being one step closer to
- January 15, 2026
- Articles
Banks and credit unions spend a lot of time talking about deposit growth. Rates. Promotions. Marketing campaigns. New products. Incentives. All have their place. But
- January 13, 2026
- Articles
Culture isn’t created in a training room. It’s built every day by what leaders do, what they tolerate, and what they reinforce. Organizations spend a
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