The latest from Paul Robert

- by Paul Robert, FI Strategies, LLC

Turn transformation into differentiation

Recently while working through strategic planning gigs with credit unions, senior executives and Boards have been grappling with three critical areas of focus: delivering consistent, optimal member experiences; becoming more ...

- by Paul Robert, FI Strategies, LLC

The 3 “Why’s” of strategy

This time of the year everyone is getting ready for some version of strategizing. You’re either going through a formal strategic planning process or an informal “what the heck ...