Moving Money in Today’s Market

September 11, 2023

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In this episode

Episode Summary

On this episode, host Vince Passione is joined by Steve Williams, President and Partner at Cornerstone Advisors, to discuss:

  • Finding the value in entrepreneurial financial institutions.
  • The origin and definition of the term Gonzo Banker.
  • The reason all eyes in the industry are on bank deposits.
  • Improving the digital front door for customer acquisition and retention.
  • The velocity at which you can move money in today’s market.
  • Fighting the marketing battle with the big banks.
  • Navigating the waters of a new age for regional banks and credit unions.
  • Showing that efficiency while adding value as an intermediary.

Read the accompanying blog here.