May 27, 2020

For the past two months, CFG has kept you in touch with your peers through this newsletter and our regular specialty group meetings. Now we will move forward by showcasing the expertise we have featured during April and May in virtual meetings. Watch your email for your personal invitation to learn from, question and share your own stories with our experts and your peers. We'll continue to share stories and anecdotes from you periodically through STAYING 'n TOUCH

You can rely on CFG to support you through this transformation. Keep in touch with us and your peers! 

Let's Take a Look Back...

We've learned a lot over the past many weeks. Working from home seems routine now -- for those new to it. Video communication is commonplace. Managing people and personalities at a distance is a little more comfortable these days. Through any personal and office challenges, we've kept our focus on our clients. As banks, we haven't let them down. We've been by their side every step of the way by phone, email, virtual meetings, and webinars. While we couldn’t have imagined a crisis of this impact, the story of this year will be one for the history books with everyone on this earth as characters. How will you write your story?

What have you learned that will help you move forward as a better person, better leader and a better member of society?

Here's a recap of the expertise we've shared since April 1. We hope that it has been useful to you and your teams. We look forward now to sharing more from these experts as we meet virtually over the remaining months of 2020.

About the story of 2020…
Thomas Barta on Writing your Story about 2020
It all started in 2020. This was the advent of …, a completely new way of …, by … What does your story say?

About us as human beings…
Robert Rose on Emotional Safety
Emotional safety, whether it’s for ourselves, friends, family, colleagues, or customers, doesn’t start with what we’re good at, what we do, or what we sell. It starts from within us. Providing emotional safety requires the awareness to know what others are feeling and the ability to feel it with them. 

Stephanie Klein on Emotional Intelligence
EI builds from this simple yet profound insight:  when we shift from autopilot to aware, we can make more effective choices in each moment.

Trudy Frection on Embracing the Unknown
“We just don’t know, what we don’t know” the ‘Unknown Unknown’ is a place of huge possibility. The resiliency, courage and resourcefulness of people around the globe as they solve problems that they didn’t know they were going to face a few weeks ago proves that when we encounter the unknow we find possibility and solutions.

About marketing process…
Andrea Fryrear on AGILITY
Real agility is built for times like these. The value of “responding to change over following a plan” is at the heart of a strong agile system, but that doesn’t mean there’s not a plan in place. That delicate balance between planning and responsiveness it’s what’s making some marketing teams nimble and effective, while others slog through molasses as they try to adjust. 

About the financial industry…
Dan Simon on the Rebirth of Finance following crisis
Large organizations who thrive during high markets suddenly find themselves in triage mode. Concerns about shareholders, stock prices and overhead dominate the model and subsequently stifle innovation. Business leaders in these organizations can’t think about how consumers may interact with new products in 3-4 years when they’re trying to keep the lights on.

About approaching the ‘next’ normal…
Laura Patterson on the value of DEBRIEFS now!
Processes matter. Debriefs can be your post-game analysis providing you with an opportunity to define, document, and refine your processes to stay competitive and optimize performance.
Marc Hafner, CEO of Revionics nicely sums up the value of the debrief: “business organizations are successful because they’re willing to accept that they’re not perfect, go back and review what happened, make changes as necessary, and move on.“

Why this is the time for Marketing
Katharyn White on why ‘this phase is ours’
Believe that this moment represents an opportunity to accelerate the shifts we have been pushing for the last decade. Listen through new questions and new techniques to create a deeper connection for more personalization and more championing of our clients’ success. Create a reason to act at a time when there is a blurring of time.

Missed our previous editions of STAYING 'n TOUCH? Click here to access via our website
New to CFG? Click here to learn how to grow & succeed.

This week's

EI Go-to-Market Barometer

In these turbulent times, it is imperative to stay on the pulse of the market, while keeping sight of the broader business goals.

Are you building the robust frameworks that allow you to be resilient in the long-term, with innate flexibility and reactivity to adapt to the immediate situation and allow for faster decision-making?

Read how marketers are reshaping their go-to-market strategies to navigate and pivot to the ‘next’ normal as our traditional face-to-face selling has been eliminated for now. Ei-Global B2B Media Intelligence’s Go-to-market Strategy Barometer canvases major B2B and financial brands to understand how marketers are coping and reacting to this current crisis. The firm’s May 20 report illustrates how B2B marketers are moving to a content and proprietary events approach since Covid-19. 

Ei-Global provides quantitative data mining and qualitative interpretation to ensure your B2B marketing activities are precisely targeted and executed.

Tony Jarvis, Managing Director,
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Corporate Financial Group, Inc. · 13537 US Highway 1 · Suite 122 · Sebastian, FL 32958 · USA

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