HabChat

S3E1 Dynamic Teams

We have all been a part of a team – good or bad. Teams are found at work and at play. They can include thousands or just two. On the basketball court, in the orchestra pit, the military combat unit,…

The Creative Core: Inside the Three Pillars

To help our clients reach and engage the best possible prospects while getting the most out of every dollar spent, our Creative Team relies on what we call the three pillars of marketing: Content,…

S2E17 The Transition

A change of leadership is as complicated as it is exciting. In the best cases, there is genuine sadness from bidding farewell to a leader who has spent so many years guiding, directing, inspiring,…

HabWell

S2E15 Partner Insights - Haberfeld Symposium '25

Haberfeld Symposium, our annual gathering of leaders from client-institutions, is the ideal opportunity for the country’s best community bankers to connect with one another, learn from Haberfeld…

S2E14 Growing Your Team

There are many components to having an engaged and high-functioning team. Of these, two of the most critical are (a) ongoing training and (b) effective and trustworthy branch managers, which means it…

S2E13 Idea Sharing

Let’s face it: It can be difficult to share a new idea with your superiors. This difficulty can stem from fear of judgment, insecurity about your idea’s worth, lack of confidence in presenting your…

S2E12 Data is #1

Think about the last time you made a major decision; perhaps moving, changing jobs, buying a new car, planning a vacation, or any number of other significant life choices. How much information did…

S2E5 Fisionary

According to a May 2023 Gallup survey, fully engaged customers represent a 23% premium share of wallet, profitability, revenue, and relationship growth over the average customer. In other words, we…

S2E4 The Haberfeld Report

Have you had the good fortune to attend Haberfeld Symposium? If not, you really should consider attending. I mean, not only do you get the opportunity to see your favorite Haberfeld employee-owners…

S2E3 Referral Strategies

S2E2 Growing Your People

Imagine for a moment: After making yourself thoroughly indispensable within your institution, you are promoted to a management role. Congratulations! You did it! You’ve worked hard for years and…

S2E1 The Journey to Growth

Whether we’re seeking personal, professional, or institutional growth, getting there will always be a journey. A financial institution’s journey will involve many factors, but some of the highest…

S1E6 The Succession Plan Dance

Imagine: You have been leading your financial institution for decades, and you’re immensely proud that you’ve helped it grow in almost every way. Now, as you reflect on 30-plus years of hard work,…

S1E5 The Value Add

We’d say the battle for deposits is heating up, but in truth, it’s already red-hot. With every financial institution in America doing everything they can to attract new deposit customers, it's…

S1E4 Marketing Haberfeld Style!

Imagine for a moment that you’re starting up a bank or credit union. You already know the type of culture you want to build, the community you want to support, and even the products you want to…

S1E3 Omaha Symposium 2023

Once a year, Haberfeld hosts an annual symposium for our clients. Symposium is a great way for Haberfeld clients to connect with one another, learn from the Haberfeld experts, and have a lot of fun!…

S1E2 Growing in the Right Direction

It’s safe to say that every financial institution wants to grow. Well, growth isn’t something that happens overnight; it happens when one is consistently working towards it. This is where the…

S1E1 Becoming a Trusted and Competent Leader

Let’s face it: We’ve all had a leader that we never trusted, didn’t get along with, or weren’t supported by. The way the world works today, it’s crucial to have leaders in our organizations that…

HabChat Trailer, Episode 0

Take control of your financial institution and have sustainable growth for years to come. Habchat offers an in-depth look at how the Haberfeld strategy works. Join Patrick Reese and Susan Kubert as…