The Strategy Taken

Luiz Zorzella
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Luiz Zorzella explores how strategic leaders in financial services make hard decisions.

Episodes

  1. 2024-02-08

    Shehnaz Hussain on providing financial services to families with special needs

    Following my interview with Robert Baboth, I interviewed his partner Shehnaz Hussain on their decision to create a company to provide financial services to families with special needs in Canada.

    23 min

  2. 2023-08-25

    Rob Baboth on finding his calling

    Rob Baboth, associate partner with Ryall Associates, on how finding his calling changed his career path. You can contact Rob through his LinkedIn profile or at rob.baboth AT gmail.com

    19 min

  3. 2022-09-12

    Hoda Mehr on betting on solving an unsolvable problem

    Hoda Mehr, founder and CEO of StockCard.io on why and how she created StockCard.io to solve a problem said to be unsolvable.

    30 min

  4. 2022-08-25

    Paul Sims on teaching the elephant to dance

    Paul Sims, former SVP of Assurant for Digital Automotive and National Accounts, on how he and his team turned a traditional company into the #1 digital car warranty provider in 2 years.

    25 min

  5. 2022-07-25

    Eduardo Urdapilleta on how to stop copying other people's digital transformations

    Eduardo Urdapilleta, a senior executive, specialized in digital transformation in financial services in banks like Citi and Axos, on how his bank stopped copying external "best practices" and "templates" to forge their own digital transformation.

    27 min

  6. 2022-05-30

    Marcelo Nantes on deciding for the long term during a crisis

    Marcelo Nantes, former CIO of Bradesco Asset Management on how he made decisions based on long-term goals during the early days of the pandemic.

    26 min

  7. 2022-05-11

    Jake Tamarkin on pivoting an insuretech away from demand

    Jake Tamarkin, CEO of Everyday Life discusses why they decided to move the company away from the first segment that responded to their marketing. www.everydaylifeinsurance.com

    27 min

  8. 2021-06-03

    Tiago Garjaka on rolling out a large transformation with distributors

    Tiago Garjaka discusses he led a strategic transformation in the food services sector with fascinating lessons for leaders in insurance and investment trying to be the first to roll out large scale change to their distribution networks.

    30 min

  9. 2021-05-18

    Cheryl Neal on course correcting a successful strategy

    Cheryl Neal discusses how she led the strategic course correction for an insurance company that had, in a short period of time, become the second largest in the Final Expense market.

    16 min
  10. Eric Monteiro on SunLife Go's new strategy

    2021-04-23

    Eric Monteiro on SunLife Go's new strategy

    Eric Monteiro discusses how he and his team at SunLife redefined the strategy for its digital platform SunLife Go, making decisions based on a market still in the making.

    25 min
  • 10 Episodes

About

Luiz Zorzella explores how strategic leaders in financial services make hard decisions.

Information

  • Creator
    Luiz Zorzella
  • Years Active
    2021 - 2024
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © (c)Amquant 2021
  • Show Website
    The Strategy Taken