Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by financial advisors who lack entrepreneurial experience.

In this episode of the Exponential Insights series, Chad Willardson, founder and CEO of PACIFIC CAPITAL, and author of "Wealth Wired Differently," joins the show offering insights tailored to the unique mindset and challenges of entrepreneurs, encouraging financial professionals to adapt their strategies to better serve this distinct group.

Join us as we discuss:

-The Entrepreneurial Mindset and Financial Advice (04:20)

-Finding Your Niche in Financial Services (12:54)

-Practical Advice for Community Financial Institutions (23:14)

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

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"How can we effectively guide our long-standing staff, who are accustomed to outdated systems, to embrace the transformative potential of new technology and navigate the overwhelming task of prioritizing digital transformation initiatives amidst limited resources and a multitude of opportunities?"

This is a very common question and one that was recently posed by Zach Eychaner, VP of Digital Experience at ELGA Credit Union. This disconnect can cause stagnation, inefficiencies, and friction in customer experience. And there’s often the overwhelming nature of prioritizing digital transformation initiatives amidst limited resources and a wide array of opportunities.

The solution? James Robert suggests focusing on belief systems and growth mindsets, which can shift from fixed to adaptable. By encouraging exploration, embracing challenges, and nurturing collaboration, financial institutions can transform not only their internal culture but also positively impact their clients' financial wellbeing.

Join us as we discuss:

-Navigating Digital Transformation Challenges (03:23)

-Strategies for Leading Digital Experience and Growth (06:24)

-Fostering a Growth Mindset for Future Success (15:15)

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.

Many financial brands struggle with losing loans and deposits due to not fully

understanding the customers' online journey. This lack of insight into the real-time user

experience often results in websites that fail to meet potential customers' needs,

leading to poor conversion rates and lost opportunities. Without deep insights into how

real users navigate and feel about their websites, financial brands can inadvertently

create experiences that are confusing, frustrating, or disconnected from user

expectations.

In this episode of the Practical Perspective series "Banking on Digital Growth" podcast,

James Robert Lay and Audrey Cannata discuss key findings from a recent website

secret shopping study aimed at a financial brand. They explore the importance of

understanding the emotional journey of customers through practical, real-time insights

that can drastically improve website optimization.

Join us as we discuss:

-Philosophical Perspectives on Digital Banking (07:51)

-Optimizing the Checking Account Shopping Experience (18:55)

-Leveraging Community and Human Touch in Digital Banking (32:05)

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.