Insights
August 14, 2025 2026-04-27 5:37Insights

Five words to sink your brand
Nobody wants to hear it. Nobody wants to endorse it. And yet, in every strategic conversation, someone always says it: “It’s what we’ve always done.”

The hidden cost of always being right
Scroll for more than a minute online and you’ll come across some version of this line: “If you consistently find yourself the smartest in the room, you need to be in new rooms.” It’s been recycled by a thousand so-called influencers. What if they’re wrong?

The fintech trap: Adoption without adaptation
For credit unions investing heavily in fintech, the distinction between adoption and adaptation may be the most important conversation they’re not having.

Five ways to make your marketing copy stronger
I’ve written thousands of financial marketing emails and webpages, and these are the basic tenets I come back to again and again to make sure my copy is strong, clear, engaging and actionable. Some of these ideas may sound simple, but you’d be surprised how often they’re overlooked or forgotten in the day-to-day frenzy of financial marketing.