Mastering the CEO Role: George De La Rosa Shares Transformation Journey at Luminus Financial
In this episode of Mind Matters, host Kendall Raessler delves into the high-stakes world of CEOs with guest George De La Rosa, CEO of Luminus Financial. George shares his remarkable journey in the credit union industry spanning 30 years, from his early days to becoming one of the youngest CEOs in Canada.
Together, they explore the emotional and business challenges faced by new CEOs, the importance of mentorship, scaling strategies, leveraging technology, and maintaining core values while evolving to meet the needs of underserved markets.
Join us as we uncover valuable insights and practical advice from George's wealth of knowledge and experience.
Timestamps
00:00 Initial doubts about CEO responsibility and impact.
04:24 Promoting teamwork through leading by example.
09:50 Shift from closed bond to open bond.
12:00 Advice for CEO on adapting to change.
16:12 Small organization rebrands to think like larger.
18:46 Credit unions serving underserved markets with niche products.
23:55 Navigating industry innovations requires diligent risk management.
Connect with George De La Rosa
Website: https://luminusfinancial.com/
Creators and Guests
Host
Kendall Raessler
Kendall Ressler understands sales, it has been in his blood for more than 25 years. Having been a leading mortgage broker in the past, he understands the sales process and how much time can be misspent with clients, no matter what industry you may be in. Things aren’t always optimized for all of the players involved in the sales cycle, and Kendall wanted to help make things better, for everyone.
Producer
Matthew Millstein
Podcast Alchemist | Crafting Relationships through Podcasts | B2B Storytelling with Soul | Founder & CEO at Old Soul
