Moving Money in Today’s Market

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.