The People Part of Financial Services

The People Part of Financial Services

Chapters:
00:00:00 - Introduction to Digital Growth Institute
00:04:32 - Challenges of being a teacher
00:09:27 - Finding Clarity in Career Change
00:14:13 - Adapting to Change and Finding Opportunities
00:19:09 - Managing Team Dynamics and Friction
00:24:00 - Steps to Achieve Team Alignment
00:28:39 - Building Confidence in Financial Services
00:32:43 - Transforming Feelings and Emotions
00:37:17 - The Gift of Self-Discovery and Future of Financial Services
00:41:53 - Listen to our Podcast for the Latest Episodes

“Technology can only do so much. At the end of the day, it’s people who need to use that technology.” - James Robert Lay


Season 4 of Powered by Instinct kicks off with a look at the importance of human relationships when dealing with complicated industries like finance and technology. In this episode, host Eric Herrera explores the intersection of human behavior and digital finance with James Robert Lay and Audrey Cannata from the Digital Growth Institute.

James Robert emphasizes the importance of people in leveraging technology for financial growth, while Audrey shares her transition from teaching to digital finance and the critical role understanding her instinctive strengths played in that journey.

They also delve into the dynamics at play in key working relationships, how to form a dynamic duo with someone who has very different natural strengths, and how Digital Growth uses Kolbe both to cater to their clients’ strengths and to help financial brands level up their digital growth process.

Guests-at-a-Glance 

💡 Name: James Robert Lay; Audrey Cannata  
💡What they do: Founder and CEO; Operations Lead 
💡Company: Digital Growth Institute 
💡Noteworthy: James Robert is focused on inspiring human transformation in marketing and sales teams within financial brands, aiming to elevate their loan and deposit growth​; Audrey collaborates with James Robert at Digital Growth Institute, contributing to research and coaching that facilitate human transformation in the financial sector.