Meet Robovise, your automated investment robot here to help you plan for tomorrow by investing today.

Bill and Duane discuss how banks and credit unions can use a solution like Robovise to get new investors into their wealth management pipeline.

This week, we have a special host, Victoria Ruble returns to speak with Chance Harmon of Kennected.

Chance and Victoria discuss the challenges of prospecting today and how Financial Advisors can use social media and digital platforms to find new customers. 

If you are wondering how to use social media to find customers, this may be a good episode to find out how.

As a business leader, there are several challenges we face. One of the hardest is making sure you have the right people on your team. Part of the challenge is making sure the right people are in the right seats giving you the best of their abilities. Our guest this week is Patrick McHale whose company, Culture Index helps companies maximize their talent and find the right people for the right roles.

Tune in and learn more.

I want to thank my guest Kristi Cortezano-Smith of Corporate America Family Credit Union for coming on to discuss "The Marriage of Community and Small Business."

Kristi is the Vice President of Business Development at Corporate America Family Credit Union located in the Chicagoland area. 

This week we have Jeremy Peterson from Open Digital to talk about online onboarding. The question most Banks and Credit Unions need to ask themselves, are we easy to use?

Jeremy talks about the changing landscape for Banks and Credit Unions and the impact FinTech is having on their business. The good news, Banks and Credit Unions have options.

Today, we are talking with John Delucia and Mark Clark of Citizens State Bank about banking during a pandemic, the challenges of Community Banking in the digital world, and how small community banks are meeting the challenge.

It's a good one.

Mindi joins us on Bill Talk to share the impact the pandemic has on RHI's fundraising efforts. She provides a unique perspective for us. 

During a pandemic, Digital Philanthropy becomes an important tool in raising money.

Full disclosure, I am on the board of the Rehabilitation Hospital of Indiana's Adaptive Sports programs. I think they provide an important service to individuals and Veterans recovering from brain injuries.

Fintech has become an important sector of the banking and credit union industry. There are many outsiders getting into the banking game. Victoria Ruble of FiCrowd is our guest today to introduce you to a new way Banks and Credit Union can give more to their communities. Stay tuned.