How much life insurance do you need?
Deciding on how much life insurance you need can seem like a daunting task or an extensive bit of math, but it is actually quite simple. In general, you should be able to find your [...]
News Archives
Wells Fargo loses Better Business Bureau accreditation, what does that mean?
The most recent setback for Wells Fargo, who is still reeling from the recent account scandal, is the loss of their Better Business Bureau (BBB) accreditation. After paying the federal government a $185 million fine, [...]
NCUA: Thy right hand dost not know thy left
Disorganization and contrary schools of thought are not uncommon within organizations, especially large ones. The idiom “the right hand doesn’t know what the left hand is doing” is often used to describe these situations. [...]
Stop being pretty good for a girl
Growing up with two older brothers and a dad who coached boys’ sports, I enjoyed a life of often being the only girl in a sea of boys. This environment fortified me: I believed I [...]
Do you suffer from corporate target fixation?
What is Target Fixation? Target fixation refers to the nature of humans to fixate on the problem in front of them and to ignore the obvious path forward. It was first coined by fighter pilots [...]
5 steps to accomplishing your goals
It's not always a breeze to accomplish your goals. Sometimes it takes a lot of hard work and sacrifice. Whether you're trying to run a marathon or simply save money, it's always helpful to have [...]
8 tips for raising a leader
Lead by example Your kids are basically stalking you. Everything you do or say, they’re paying attention. Teach them how to act as a human being, show them what it means to serve others, [...]
The third dimension of anti-money laundering risk assessment
When I was young, a teacher shared an analogy that has always stuck with me. I can't exactly remember what she called it, but I've taken to calling it "2-D Bob Meets 3-D Jill." My [...]
A social media meditation on balance and focus
Take a moment or two to get comfortable, soften your gaze, and begin to take some deep breaths, in through the nose, out through the mouth. And with your next exhalation, gently close the eyes [...]
Ransomware: A digital plague in the world of cybersecurity
Similar to the way the Zika virus caught the world off-guard with its sudden rise, the world of banking cybersecurity has been rocked by a digital plague of its own—ransomware. Compared to Zika, there’[...]
3 tips when you’re living paycheck to paycheck
If you’re currently living paycheck to paycheck, when payday hits you think you have all the money in the world. But then, after bills are paid and groceries are bought, there is very little [...]
How to build a top-notch company culture
Use your experience We’ve all had good jobs and bad jobs. Some of those had good cultures and some didn’t. Take what you’ve learned from those experiences and shape your company culture [...]
The Trump brand in turmoil
I’ve often written about the perils of unbridled brand extension. For those unfamiliar with the term, brand extension is “an instance of using an established brand name or trademark on new products, so as [...]
The Golden Triangle: Can you lead with payments?
Financial institutions are relevant because they are vehicles to help consumers with their financial journeys. Bottom line success is achieved by creating profit – which is the positive difference between the interest earned through driving loans [...]
Understanding acquisition models: Cloning Model vs. Response Model and what’s best
For the acquisition of new customers, it is vitally important to identify which neighborhoods and which households to target and which neighborhoods to avoid all together in a branch footprint—even if a good prospect [...]