The 3-Step Framework for Change: A Path to Growth for Financial Institutions | Ep. 450 with David Barone
James Robert Lay
I help financial brands stop ?? losing loans and deposits in less than 30 days through website secret shopping studies ?? 2X Best Selling Author ?? Top 5% Podcast ?? Global Keynote Speaker ??
Change is hard—especially in the financial industry, where traditional approaches can feel like a comfortable safety net. But as financial brands aim to grow and stay relevant, inaction or rigid mindsets can hold entire teams back. Adapting to new technologies, customer expectations, and market shifts isn’t just about keeping up; it’s about creating a resilient, future-ready brand
In this episode, James Robert Lay, joined by David Barone, EVP of Client Growth at Nymbus, dives into a simple, transformative three-step framework to help marketing, sales, and leadership teams move confidently through change. They break down how a “growth mindset” is the foundation for successful transformation and show why adaptability—both in mindset and in technology—can unlock new opportunities for scale and differentiation in an increasingly competitive financial landscape.
Join us as we discuss:
The key moments in this episode are:
00:00 Introduction to Transformative Growth
01:06 Invitation to the 2025 Digital Growth Accelerator
01:59 Guest Introduction: David Barone from Nymbus
02:51 Personal and Professional Growth Stories
04:48 The Three-Step Process for Navigating Change
09:21 Step One: Showing Up and Overcoming Perfection
18:12 Step Two: Differentiation through Verticalization
28:00 Step Three: Scaling with Strategy
34:03 Final Thoughts and Next Steps
EVP Client Growth | Accelerating Strategy, Execution and Growth in Fintech | Empowering Banks and Credit Unions to Capture & Win in New Markets
2 周It was an honor James Robert Lay! ?? Thank you for having me on the show. I enjoyed diving into how we can drive real growth — especially when we tackle it together. Change doesn’t have to feel overwhelming; with the right strategy, it can work really hard for us. Let’s keep the conversation going!
Chief Marketing Officer | Bank Executive | Board Member | Fintech and Bank #CMO
2 周Oh I can’t want to dig into this one! ??