Top Quartile

Top Quartile

By Dan MarksBusinessArts
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Top Quartile episodes

  • A Brand New Chapter for a Bank with 100 years of History
    Ed Francis, Chairman of the Board, President and Chief Executive Officer for InBankshares, Corp and InBank, talks with host Dan Marks about the re-invention of the 100 year organization and subsequent growth including: 
    How InBank’s growth has doubled in 3 years 
    The importance of humanizing CEO’s and being “touchable” 
    InBank’s origin story and the “why” of the InBank brand 
    Ed’s leadership philosophy and being hands-on 
    Using research and analytics to make better, data driven decisions and build long lasting relationships with customers 
    Over-delivering on customer expectations with a combination of quick service technology and human interaction 
    Ed’s advice to his younger self – and all new bankers 
     Connect with Ed on LinkedIn 
    Visit Inbank.com
    23 min
  • How Culture and Personal Brand Drive Higher Performance w/ Natalie Bartholomew
    CAO/CMO at Grand Savings Bank, Natalie Bartholomew, AKA The Girl Banker, talks with host Dan Marks about her role in driving growth by creating a better place to work for everyone, including:
    Growth at Grand Savings Bank
    Natalie’s unique role at Grand Savings – Head of Marketing and Human Resources
    How branding and culture are two sides of the same coin
    The dangers of devaluing any roles in the bank
    Natalie’s philosophy around developing people
    The origin story of The Girl Banker brand and why it was important to develop her personal brand
    A take on the white-collar moms coming back to work after the pandemic and workplaces recognizing the value of being flexible
    Natalie’s advice to young women in banking
    Connect with Natalie on LinkedIn and Social Media Visit TheGirlBanker.com  Visit Grand Saving Bank’s website  Listen to Natalie’s podcast
    36 min
  • How Culture and Personal Brand Drive Higher Performance w/ Natalie Bartholomew
    CAO/CMO at Grand Savings Bank, Natalie Bartholomew, AKA The Girl Banker, talks with host Dan Marks about her role in driving growth by creating a better place to work for everyone, including: 
    Growth at Grand Savings Bank 
    Natalie’s unique role at Grand Savings – Head of Marketing and Human Resources 
    How branding and culture are two sides of the same coin 
    The dangers of devaluing any roles in the bank 
    Natalie’s philosophy around developing people 
    The origin story of The Girl Banker brand and why it was important to develop her personal brand 
    A take on the white-collar moms coming back to work after the pandemic and workplaces recognizing the value of being flexible  
    Natalie’s advice to young women in banking 
     
    Connect with Natalie on LinkedIn and Social Media
    Visit TheGirlBanker.com 
    Visit Grand Saving Bank’s website 
    Listen to Natalie’s podcast
    36 min
  • Digital First High Performance w/ Brent Beardall
    President and Chief Executive Officer at Washington Federal Bank, Brent Beardall, talks with host Dan Marks about where WaFd came from and to where he wants to drive it in the near future, including:
    The impressive growth at WaFd
    Brent’s philosophy around driving growth
    The idea of frictionless banking
    WaFd’s push to be a digital-first bank by 2025
    The difference between digital-first and digital-only
    Using data to make banking easier for the client
    Brent’s advice to his younger self
    Connect with Brent on LinkedIn  Visit wafdbank.com  Investors, view WaFd’s Investor Relations page
    24 min
  • Digital First High Performance w/ Brent Beardall
    President and Chief Executive Officer at Washington Federal Bank, Brent Beardall, talks with host Dan Marks about where WaFd came from and to where he wants to drive it in the near future, including: 
    The impressive growth at WaFd 
    Brent’s philosophy around driving growth 
    The idea of frictionless banking 
    WaFd’s push to be a digital-first bank by 2025 
    The difference between digital-first and digital-only 
    Using data to make banking easier for the client 
    Brent’s advice to his younger self 
    Connect with Brent on LinkedIn 
    Visit wafdbank.com 
    Investors, view WaFd’s Investor Relations page
    24 min
  • Charting a New Path w/ Jared Freeman
    The President/CEO at OnPath Federal Credit Union, Jared Freeman, shares his story and leadership philosophy with host Dan Marks, including:
    The growth at OnPath at its 60th anniversary
    Key strategies for driving growth
    The use of analytics and research to inform strategy
    Jared’s leadership philosophy
    An approach to fostering innovation and problem solving
    The story of Jared’s path to becoming a CEO at a young age
    Jared’s advice to his younger self
    Connect with Jared on LinkedIn  Visit beonpath.org  Follow @OnPathFCU on social media
    26 min
  • Charting a New Path w/ Jared Freeman
    The President/CEO at OnPath Federal Credit Union, Jared Freeman, shares his story and leadership philosophy with host Dan Marks, including: 
    The growth at OnPath at its 60th anniversary 
    Key strategies for driving growth 
    The use of analytics and research to inform strategy 
    Jared’s leadership philosophy 
    An approach to fostering innovation and problem solving 
    The story of Jared’s path to becoming a CEO at a young age 
    Jared’s advice to his younger self
    26 min
  • ROI Attribution w/ Tim Keith
    Infusion CEO Tim Keith talks ROI tracking and multi-channel attribution amongst the impending “cookie-pocalypse” with host Dan Marks, including: 
    How do we practically link outcomes to key marketing activities to understand impact? 
    How do we avoid stopping short and only looking at activity metrics like impressions and clicks? 
    How can you put in place a practical measurement framework that avoids crumbling under its own weight of complexity? 
    How to solve tracking outcomes across devices 
    Best practices and practical tips based on decades of experience 
    Connect with Tim on LinkedIn 
    Visit Infusion Marketing Group to learn more about how their knowledge, data, and marketing expertise helps community banks and credit unions grow their business
    35 min
  • How Signage and Physical Branding Contributes to Growth w/ Kyle Edmonds
    Kyle Edmonds, VP and Partner at Mitchell Signs, talks about the importance of physical branding with host Dan Marks, including:  
    Signage trends and changes within the financial services industry 
    Why banks and credit unions invest in physical branding 
    Developing a strategy to begin or update exterior and/or interior branding 
    New tech in signage 
    How a comprehensive brand plan includes both physical and digital elements 
    Kyle’s advice to his younger self 
    Connect with Kyle on LinkedIn 
    Visit Mitchellsigns.com 
    Watch this drone footage of an innovative signage install
    30 min
  • How Core Values Drive Sustainable Performance w/ Shane Loper
    Shane Loper, COO at Hancock Whitney Corporation talks to host Dan Marks about how his company’s values and mission relate to achieving top performance, including:  
    Shane’s background and how it influences his leadership philosophy 
    Shane’s journey from programmer to COO 
    How core values and company mission impact decisions 
    Examples and stories of how the company and community benefit from strong values 
    How strong values help chart a path of innovation and growth 
    Key take-aways and lessons learned 
    Shane’s advice to his younger self.  Expanded on in this downloadable resource: Build a Great Personal Brand, a Message to My Younger Self  
    Connect with Shane on LinkedIn 
    Visit Hancockwhitney.com
    29 min

About Top Quartile

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Top Quartile brings you stories from the front lines of growth in community focused financial services. Each episode features thought leaders offering insights on what's driving growth in…