Strategic planning is something every bank should be doing on an annual basis, but according to our guest in Episode 9, Bert Purdy, it shouldn’t just be about the numbers. A community bank's mission is to help their customer's dreams come true. Part of how they achieve that is by having a strong company culture with a clear vision that starts at the top & flows throughout the entire team.

Profit is not a purpose, it’s a result. By empowering your employees, giving them a voice, and getting them to buy into the ‘why’, the more successful a strong strategic plan will be.

Bert Purdy

Fitech

Simon Sinek – Start with Why