About Me

JP Nicols, CFP®

Bank innovation consultant JP Nicols has been internationally recognized as a leading voice for innovation, strategy and leadership for the future of financial services.

JP is a trusted advisor to financial services companies of all sizes, a writer, and a popular speaker and interview guest. He has been named to several lists as an influential thought leader in financial services, including:

His work has been featured in some of the industry’s top publications, including American Banker, BAI Banking Strategies, Investment News, Bank Innovation and many others. Read more here.

A former senior bank executive, JP is the President and COO of Innovation Cafe and the co-founder of the Bank Innovators Council. 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.

We have helped more than 100,000 people work on projects that have generated more than $400 million in shareholder value. Let’s talk about how we can help you.

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. As a bank innovation consultant, 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