Generalists vs. Specialists: Building the Ideal Team for Growth

Are you facing the challenge of building the right team to drive your credit union forward? Many leaders grapple with whether to hire specialists with deep expertise or passionate generalists who bring versatility. In an industry that's rapidly evolving, how do you assemble a team that's both agile and aligned with your vision?

In this episode of Grow Your Credit Union, Joshua Barclay and guest co-host James McBride, president and CEO, CONNECTS Federal Credit Union welcome on sponsored guest Kian Sarreshteh, co-founder and CEO of InvestiFI to talk about strategies for building the ideal team for growth by balancing specialists and generalists.

Plus:

• Discover how embracing radical transparency can align your organization and enhance collaboration.
• Learn how integrating investment services directly into your online banking can keep deposits in-house and meet your members' evolving needs.
• Explore effective ways to enhance member loyalty and increase share of wallet in your credit union.

A huge thanks to this episodes sponsor, InvestiFI

InvestiFi is the only InvestTech solution built to allow for trading to and from deposit accounts, enabling Credit Unions to retain more assets and attract new members. Help your members navigate the complexities of financial markets with ease from within their current online banking experience with InvestiFi. Learn more at investifi.co.