Posts
The Fintech Takes Advocacy Awards
A lot of my recent writing and podcasting has been focused on regulation. It’s easy to understand why. Whether it’s the prudential regulators’ crackdown on BaaS, the CFPB’s war on junk fees, or Senator Durbin’s relentless assault on interchange, the laws and regulations that govern the financial services industry play an enormous role in shaping…
Read More📓 navigating negativity
✍🏽 How soon is too soon to leave? Context: I’m a new HR professional struggling with the culture and lack of support from my direct managers and upper management. I entered this role with an eager attitude but my manager is an extreme pessimist and I’m having a hard time seeing a path to success.…
Read MoreLow hanging fruit
Often, the key to success really is keeping it as simple as possible. One of the easiest ways to keep things simple is to go after low hanging fruit. The biggest areas my team is looking at to get after low hanging fruit is: Closed lost deals If there are accounts in your reps’ books…
Read MoreFunnel Hacking
Funnel Hacking: OSEA Malibu Twitter might call this ~funnel hacking~. In reality, there’s no better way to study a brand, or a business, than to behave like a customer. With that, let’s funnel hack our little hearts out! OSEA Malibu, you’re up! 🐡 (I’ve updated this from when I sent in May 2023 – a lot has changed since…
Read MoreWho Is BaaS For?
You might have noticed that there’s been a bit of drama in banking-as-a-service (BaaS) lately. That’s obviously a significant understatement. It’s also, from my perspective, a good thing. BaaS – the technical, legal, and operational integration between chartered banks and non-bank companies – is important. While it has existed in its modern form for the…
Read MoreCuration is back
Have you read through all 201 pages of Forerunner’s 2024 trend report? It’s a report that bucks all ideas that long-form content doesn’t work or isn’t good –– and that content needs to be gated to be effective. Nonetheless, I haven’t read through all 201 pages of it, but I’m at least 3/4ths of the…
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