I am a partner at Bank Solutions Group and the founder and CEO of Clientific, an innovation and research firm that helps financial FinTech firms improve business performance and accelerate growth in affluent markets.
Prior to that I spent 20 years in the wealth management industry as a senior leader, a manager and as an advisor to high net worth families. Despite spending much of my career at publicly traded firms, I always considered myself a “serial intrapreneur”, and most of my work involved doing things that hadn’t been done before.
I am also the founder and chair of the Wealth Management Executive Forum, a networking group of seasoned industry executives.
I am also on the Advisory Board of Balance Financial, a social enterprise fintech software platform that helps personal finance professionals engage and collaborate with clients and other professionals.
Unless reposted or otherwise noted, everything here is my own work and my own opinion, and it is copyrighted with all rights reserved.
I love to help professionals and organizations find their own inner greatness, and I speak, train, coach and mentor every chance I get. Follow these links to learn more about some of my speaking and mentoring experiences.
I invite you to join the conversation.
- JP Nicols, CFP®