The Strategy Taken: Recent Episodes

Luiz Zorzella

Luiz Zorzella explores how strategic leaders in financial services make hard decisions.

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Following 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.

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Rob 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.com

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Hoda Mehr, founder and CEO of StockCard.io on why and how she created StockCard.io to solve a problem said to be unsolvable.

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Paul 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.

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Eduardo 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.

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Marcelo Nantes, former CIO of Bradesco Asset Management on how he made decisions based on long-term goals during the early days of the pandemic.

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Jake 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.com

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Tiago 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.

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Cheryl 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.

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Eric 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.