HabChat Patrick & Susan

Imagine for a moment: After making yourself thoroughly indispensable within your institution, you are promoted to a management role. Congratulations! You did it! You’ve worked hard for years and mastered every aspect of your job, and this promotion is very well-deserved. But, once you step into your role, you quickly realize that you are quite unprepared to lead others. You may even feel like you’re just making it up as you go. 
Well, you’re not alone! In fact, this is something most first-time managers experience. Most companies are excellent at training people to handle the operational aspects of the job, but those same companies often place little (to no) focus on the human aspect of leadership. So, what are we to do about it?

In this episode of HabChat, join hosts Patrick and Susan as they discuss this vital leadership issue with Rob Bennetts (Haberfeld Senior Consultant & Director of Cultivate). Tune in today to learn why managers aren’t there to tell people what to do; they’re there to help people grow. You’ll also learn how Haberfeld can help grow your team’s leadership through our Cultivate platform.

Whether we’re seeking personal, professional, or institutional growth, getting there will always be a journey. A financial institution’s journey will involve many factors, but some of the highest drivers for deposit growth relate to having compelling products and a strong culture that promotes innovation. Mid Oregon Credit Union is one such institution, and they’ve seen tremendous growth in their partnership with Haberfeld. This is due in no small part to Mid Oregon’s President and CEO, Kevin Cole, who has been a staunch advocate and guiding light on their path to success. 
Join Patrick and Susan as they talk to Kevin about Mid Oregon’s impressive growth in a conversation that touches on compelling products, strong culture, and how some of the smallest things make the biggest difference.  

Imagine: 

You have been leading your financial institution for decades, and you’re immensely proud that you’ve helped it grow in almost every way. Now, as you reflect on 30-plus years of hard work, struggles, wins, and relationships, you realize it’s time to take a step back and enjoy the fruits of your labor. 

But what does that look like, exactly? How do you slowly step away, and who is going to lead the institution when you do? Once you’ve identified your institution’s next leader, how do you plan a successful handoff? These are the same questions David Furnace (Executive Vice Chairman and former CEO of Haberfeld) had when it was time to hand over the reins to Ben O’Neill (new CEO of Haberfeld).

Join Patrick and Susan as they talk with David and Ben about the process and timeline of succession planning, and how the two worked together for an effective and timely passing of the torch. 

We’d say the battle for deposits is heating up, but in truth, it’s already red-hot. 
With every financial institution in America doing everything they can to attract new deposit customers, it's crucial for your institution to have a solid strategy and an account lineup to match. For years, Haberfeld has preached the Free Account, and it’s still absolutely critical. But, what if we told you there’s an account that can offer your customers wonderful value AND increase your institution’s noninterest income?  

Join Patrick and Susan as they discuss the Benefits Checking account with Haberfeld President Achim Griesel and Jenny Wofford, SVP and CSO of Pinnacle Bank in Georgia! Listen in as they break down why Benefits Checking will truly benefit your institution as well as your customers!

Imagine for a moment that you’re starting up a bank or credit union. You already know the type of culture you want to build, the community you want to support, and even the products you want to provide. Now, you just need to figure out how to get people in the door to open an account. Shouldn’t be too hard, right? Just put up a sign, run a few ads in the local paper, and maybe go door to door. 
And it will work… but only a little, and not in the long-term. The main issue here is that we need to be painstakingly deliberate in how we attract people to our institution and develop these relationship. This is where Haberfeld’s HPG™ Strategy comes in.

For more than 35 years, Haberfeld has assisted financial institutions in running highly successful marketing campaigns, from messaging to design to audience to so much more. In this episode, join Patrick and Susan for a discussion with Haberfeld marketing experts Joe McWilliams and Cory Kibler on how the Haberfeld team helps our clients attract as many new customers as possible.