About Me

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Recognized as a leading voice for innovation, strategy and leadership for the future of financial services, JP combines 20+ years of experience with a fresh perspective on combining high-tech with high-touch. His work has been featured in some of the industry’s top publications, including American Banker, BAI Banking Strategies, Investment News and Bank Innovation.

JP is the founder and CEO of the research and innovation firm Clientific, the co-founder of the Bank Innovators Council and a partner at Bank Solutions Group. He has served in various leadership and innovation roles at top financial institutions, including as the first Chief Private Banking Officer for a top five U.S. bank.

He serves on the advisory boards of NextBank USA and Advizr, and previously served on the advisory board of Balance Financial and as Vice Chair of the board of Forest Ridge School of the Sacred Heart. He is also the founder and chair of the Wealth Management Executive Forum, a networking group of seasoned wealth management industry executives.



From JP:

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. Click to learn more about some of my speaking and mentoring experiences. I invite you to join the conversation. – JP Nicols, CFP®

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See examples of JP’s thought leadership in leading industry publications

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