Shows
The Strategy TakenShehnaz Hussain on providing financial services to families with special needsFollowing my interview with Robert Baboth, I interviewed his partner Shehnaz Hussain on their decision to create a company to provide financial services to families with special needs in Canada.2024-02-0823 min
The Strategy TakenRob Baboth on finding his callingRob Baboth, associate partner with Ryall Associates, on how finding his calling changed his career path. You can contact Rob through his LinkedIn profile or at rob.baboth AT gmail.com2023-08-2518 min
The Strategy TakenHoda Mehr on betting on solving an unsolvable problemHoda Mehr, founder and CEO of StockCard.io on why and how she created StockCard.io to solve a problem said to be unsolvable.2022-09-1229 min
The Strategy TakenPaul Sims on teaching the elephant to dancePaul Sims, former SVP of Assurant for Digital Automotive and National Accounts, on how he and his team turned a traditional company into the #1 digital car warranty provider in 2 years.2022-08-2525 min
The Strategy TakenEduardo Urdapilleta on how to stop copying other people's digital transformationsEduardo Urdapilleta, a senior executive, specialized in digital transformation in financial services in banks like Citi and Axos, on how his bank stopped copying external "best practices" and "templates" to forge their own digital transformation.2022-07-2526 min
The Strategy TakenMarcelo Nantes on deciding for the long term during a crisisMarcelo Nantes, former CIO of Bradesco Asset Management on how he made decisions based on long-term goals during the early days of the pandemic.2022-05-3025 min
The Strategy TakenJake Tamarkin on pivoting an insuretech away from demandJake Tamarkin, CEO of Everyday Life discusses why they decided to move the company away from the first segment that responded to their marketing. www.everydaylifeinsurance.com2022-05-1126 min
What is Innovation?Innovation is an inefficient way to create value :: Luiz ZorzellaLuiz Zorzella, founder and principal of Amquant. Luiz shares on the contrast of Venture Capital and S&P. He also shares more about taking on the leadership role and different perspectives on the financial industry. More about our guest:Luiz Zorzella, through his company, Amquant, works with banks, insurance companies, investment and other service firms worldwide in the areas of growth, profitability and innovation. In his podcast, The Strategy Taken, he interviews business leaders on how they make and implement difficult strategy decisions. He is also the author of the book Revenue Growth and publishes a...2021-12-0228 min
The Strategy TakenTiago Garjaka on rolling out a large transformation with distributorsTiago Garjaka discusses he led a strategic transformation in the food services sector with fascinating lessons for leaders in insurance and investment trying to be the first to roll out large scale change to their distribution networks.2021-06-0329 min
The Strategy TakenCheryl Neal on course correcting a successful strategyCheryl Neal discusses how she led the strategic course correction for an insurance company that had, in a short period of time, become the second largest in the Final Expense market.2021-05-1815 min
The Strategy TakenEric Monteiro on SunLife Go's new strategyEric Monteiro discusses how he and his team at SunLife redefined the strategy for its digital platform SunLife Go, making decisions based on a market still in the making.2021-04-2425 min