Growth Insights for CEOs

AI Strategy for Financial Services CEOs: Why “Good Enough” is no Longer Enough
AI in financial services has moved from lofty claims about AI's use to being at the center of the growth conversation, shaping how you compete, run, and stay trusted. Margins are under pressure as customers benchmark you against their best digital experiences, whether they are opening a checking account, redeeming loyalty points, disputing a card charge, or seeking hardship help.
Recent Posts

Accelerating Growth In 2024 with Strategic Business Planning
Tue, Oct 3, 2023 — Introduction: Take Action Now to Plan for Success By: Scott Wright and Jack Bowen Temperatures are dropping, leaves are changing colors, and you can almost hear the sounds of the crowd cheering at the high school homecoming game. With these and other harbingers of the calendar’s fourth quarter, you’re likely about to sharpen your pencil, corral your executive leadership – and engage in your strategic business planning process for 2024.

AI Trends for the Progressive CEO: Navigating the Transformative Landscape
Wed, Sep 6, 2023 — By: Ed Valdez and Angus Robertson It’s hard to think of another digital trend that has shaken the foundations of conventional wisdom as AI has. Though artificial intelligence has existed in some form since the 1950s, it has taken the emergence – and the related spinal shivers – of Open AI’s ChatGPT product to truly advance the conversation.

You Might Hit Two
Mon, Jul 17, 2023 — This post is briefer than my usual, with two quick topics vs. one longer theme. 1. Aim “There’s this thing in quail hunting… if a dozen jump and you shoot at the flock, you don’t hit [diddly squat]." “But if you pick a quail, you might hit two.” Hunting expert Steven Rinella Quoted in the Wall Street Journal, 11/28/20
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The Rise of Purpose-Driven Marketing: Connecting with Generations Through Authenticity
Tue, Jun 13, 2023 — It was a watershed moment for consumer advertising, with shock waves that are still being felt today – the 2004 launch of the Dove Campaign for Real Beauty. The groundbreaking marketing initiative challenged more than traditional beauty standards – it challenged the conventions of advertising at its core. Eschewing airbrushes and retouching, the personal care brand presented women of various sizes, ages, and ethnicities – without makeup, and without prejudice.

Are you Ready for the Next Senior Living Crisis | Part 4
Tue, Jun 6, 2023 — Convert More Prospects to Residents Getting new residents and their families to become aware of and consider your senior living facility is neither easy nor cheap to do – which is why it’s absolutely critical to converting as many of those who contact you as possible.

Are you Ready for the Next Senior Living Crisis | Part 3
Tue, May 23, 2023 — Make Local Digital Marketing Your Secret Advantage If you’ve been with us throughout this blog series, by now you have a greater understanding of the broader market forces that challenge your senior living business and some of the measures you can take to be one step ahead of the competition.

Are you Ready for the Next Senior Living Crisis | Part 2
Tue, May 16, 2023 — Use Insights to Uncover Your Unique Value If you believe that the best measure of your senior facility’s competitive advantage is signed contracts – this blog is for you Beyond the rent checks and smiling faces of the residents you see each day lies a treasure trove of insights that can guide your marketing and communications today, tomorrow, and into a competitive future. When your unique value is clear and relevant to prospects, they are more likely to choose you over your competition.

Building a Growth Engine with Effective, Efficient Marketing
Wed, May 10, 2023 — “Efficient marketing requires a target, followed by a message that immediately resonates sufficiently to foster a conversation between two willing parties.” - David C. Baker When that pithy sentence from marketing guru David Baker hit my email box in February, it rang true.

Navigating Communication from Boomers to Gen Z
Thu, May 4, 2023 — Our friend Traci Philips, an exceptional executive leadership coach in Raleigh, NC recently attended a presentation by someone who called herself a “generational strategist.” Firmly in the camp of the organizational effectiveness crowd, she spends her days crisscrossing the country, visiting organizations where generational dynamics are creating a disconnect and affecting business.