Jun 2, 2021
Do you know your customer cohorts that deliver the most value? Are you developing a curriculum for internal succession? Do you augment products with unique tech offerings that attract new customers? It takes a lot of work to operate an independent community bank and our latest podcast discusses what factors are critical today.
Jeff Marsico recently joined the podcast to talk about “operating discipline” and how banks can stay independent in a time of great change amidst a number of pressures on customer loyalty. Jeff used his decades of experience this past year (and some extra time in lockdown) to write a new bank strategy book: Squared Away: How Can Bankers Succeed as Economic First Responders. He touches on a number of the principles within the book throughout our discussion, crossing strategy, execution, and culture.