Clients. Markets. Products. Regulation. Technology. More regulation. Arrrrgh! Financial services businesses sure do have a lot to keep up with. Is stepping back and hitting reset ever an option? Look at successful startups - they’re usually led by people who’ve had a chance to step back, stop, rethink and then make a move. That’s tricky to do in an established business where long-term thinking can give way to pressures that come from short-term targets - like getting new customers through the door. So what can you do?

How do you stop and reset in an industry that is always on the move?

Executive life coach Jason Bernic joins Olga Koch to talk about finding the time, vision and guts to stop and change what you’re doing today for a chance at something even bigger tomorrow. 

Which leaders in financial services inspire you? Tell us at upfront@iress.com. 

Get bonus content from this episode including more from Jason plus his tips on how to lead a financial services business people love on the upfront blog at iress.com/upfront.

Clients. Markets. Products. Regulation. Technology. More regulation. Arrrrgh! Financial services businesses sure do have a lot to keep up with. Is stepping back and hitting reset ever an option? Look at successful startups - they’re usually led by people who’ve had a chance to step back, stop, rethink and then make a move. That’s tricky to do in an established business where long-term thinking can give way to pressures that come from short-term targets - like getting new customers through the door. So what can you do?
How do you stop and reset in an industry that is always on the move?
Executive life coach Jason Bernic joins Olga Koch to talk about finding the time, vision and guts to stop and change what you’re doing today for a chance at something even bigger tomorrow. 
Which leaders in financial services inspire you? Tell us at <a href="mailto:upfront@iress.com">upfront@iress.com</a>. 
Get bonus content from this episode including more from Jason plus his tips on how to lead a financial services business people love on the upfront blog at <a href="http://iress.com/upfront">iress.com/upfront</a>.

Listen up, punks! The award-winning, hard-hitting financial services podcast from Iress is back.

Comedian Olga Koch returns to ask the questions that nobody else is asking in a series of bold and frank conversations that everyone in financial services needs to hear.

Could we close the advice gap by thinking more creatively? Can Homer Simpson get more people interested in financial planning? What would an ex-hacker do to fight rising financial crime? Do we need to completely rethink investing? And just how do we make the financial system better and fairer?

Expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.

A new episode releases every two weeks. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at iress.com/upfront.

Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.

Find us on LinkedIn: https://www.linkedin.com/company/iress/ and at www.iress.com

Listen up, punks! The award-winning, hard-hitting financial services podcast from Iress is back.
Comedian Olga Koch returns to ask the questions that nobody else is asking in a series of bold and frank conversations that everyone in financial services needs to hear.
Could we close the advice gap by thinking more creatively? Can Homer Simpson get more people interested in financial planning? What would an ex-hacker do to fight rising financial crime? Do we need to completely rethink investing? And just how do we make the financial system better and fairer?
Expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.
A new episode releases every two weeks. Subscribe to Upfront so you never miss one. Get in touch at <a href="mailto:upfront@iress.com">upfront@iress.com</a> and visit the blog at iress.com/upfront.
Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.
Find us on LinkedIn: <a href="https://www.linkedin.com/company/iress/">https://www.linkedin.com/company/iress/</a> and at <a href="http://www.iress.com">www.iress.com</a>

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