An intrapreneur is someone who has an entrepreneurial streak in his or her DNA, but chooses to align his or her talents with a large organization in place of creating his or her own. To the classic entrepreneur this may be puzzling, but to what I think is a growing class of 21st Century “employees,” […]
Archives for May 2012
Two Surefire Ways to Irritate Your Customers
This is my shortest post ever. I have sat in numerous financial services conference sessions over the past several days as I try to contemplate all of the ways that the megatrends of social, mobile, analytics and cloud might impact the future of the client-advisor relationship. One of the biggest things for me is to […]
Social and Channels and Brands, Oh My!
Hopefully readers can forgive me if I sometimes seem a little disjointed in my writings. I attend wealth management conferences and find myself the only person talking about digital marketing, social media and engaging clients across multiple delivery channels. Then I attend social media and financial technology events and find myself the only person talking […]
Finovate Spring 2012 Recap
Sorry to take a little while to get this posted, but I had an important Mothers Day post to write. Last week I attended the fifth annual Finovate financial technology conference in San Francisco. This year’s event was the largest yet, with nearly 1200 entrepreneurs, bankers, investors, analysts and FinTech fans experiencing 63 product demos […]
My Mom has a PhD in Common Sense
2019 update: My mom lost her decades-long battle with COPD in May of this year. I found good homes for her new Macbook, her iPad and some of the new hobbies she had taken up in her 80s. I kept her iPhone 8 with the wallpaper set to celebrate her beloved Cleveland Indians, and the […]
Congratulations Finovate Spring 2012 Winners!
Congratulations to the Finovate Best of Show winners (in alphabetical order): All in all a great show, and I enjoyed meeting lots of great people as I explore the intersection of leadership, advice and technology. More of my impressions and my personal favorites coming soon. BehavioSec BillGuard Dwolla iQuantifi MoneyDesktop Personal Capital SoMoLend
Finovate Spring 2012 Preview
This week I will be back in San Francisco attending the Finovate Spring 2012 financial innovation conference. Finovate is a two-day showcase of the newest financial and banking technology innovations from both established companies and startups. Short company demos of just seven minutes each are presented in back-to-back blasts, and no slides are allowed, so presenters […]