Trust, composed of both words and actions, is now harder to maintain as customers have become more knowledgeable and have a wide array of financial service options beyond traditional banks. The shift from a personal, relationship-focused banking experience to a more automated, regulation-heavy environment has eroded trust between banks and their clients.

Jack Hubbard, co-founder of the Modern Banker and co-host of the Modern Banker Podcast, believes that adopting a trust-based selling approach where bankers act as resource managers will allow them to focus on solving customer problems rather than merely selling products. This requires a congruent message from the bank's leadership down to its culture and an emphasis on continuous education and development for bankers. Because the ultimate goal is to create a modern banker who is prepared to face the evolving challenges of the industry with wisdom, adaptability, and a customer-first mindset.

Join us as we discuss:

-The Modern Banker: Redefining Roles and Building Trust (07:18)

-The Evolution of Trust in Banking (26:37)

-The Future of Banking: AI and Trust-Based Selling (34:55)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Ever found yourself saying, “I need to think about it”? For many financial leaders, this simple phrase hides a deeper hesitation that keeps them stuck in inaction. Often, this delay stems from overanalyzing or waiting for certainty, which can stall growth, innovation, and much-needed progress. In today’s fast-paced digital landscape, waiting too long to take action can lead to missed opportunities, lost revenue, and stagnation.

In this episode, host James Robert Lay and operations lead Audrey Cannata dig into how the Kolbe A Index reveals each person’s unique “action mode.” They explore how understanding these natural tendencies can help leaders make faster, more confident decisions. Listeners will learn how the Kolbe Index’s insights into fact-finding, quick-starting, and follow-through help teams overcome decision-making blocks, find balance, and take the necessary steps toward growth.

Join us as we discuss:

-The Four Action Modes of Kolbe (04:13)

-Challenges in Financial Industry Decision-Making (07:12)

-Practical Tips for Moving from Thinking to Doing (21:11)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the realm of strategic planning, branding, and marketing for financial institutions, there exists a continuous tension between using pure logic and rationale versus tapping into feelings, emotions, and intuition. Leaders and marketing professionals often struggle with balancing these approaches, resulting in a disconnect within their strategic efforts.

To address these issues, the episode provides actionable advice and insights. James Robert Lay and Allison Netzer, chief strategist at BrandThnk, discuss practical steps marketers can take, such as beginning with intuition in decision-making and refining it with logical analysis. They advocate for marketing the role of marketing internally with the same vigor used for external branding. Allison also suggests specific exercises like writing customer stories about oneself to reconnect with internal values.

Join us as we discuss:

-The Rise of the Wisdom Economy (06:36)

-The Shirky Principle and Conviction in Leadership (16:19)

-The Role and Perception of Marketing (24:43)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Hosted by Ausha. See ausha.co/privacy-policy for more information.