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 […]
Wealth Management Advice
Five Lessons from the Oracle of Cincinnatus
Update: Terry Crilley passed away November 9, 2014. He will be missed by his friends, his family and the thousands of co-workers and clients he impacted during his career. I wrote this on the occasion of his retirement in April 2012. Last week I traveled from Seattle to Cincinnati to celebrate the retirement of my […]
Are you a coach… or just a caddie?
Last week I had the chance to collaborate with some great minds in management and leadership at a leadership conference for the firm that pays me for my day job. I have been a “Strengths Geek” for several years, as I often note, so I was excited to work with Paul Berg and Diane Obrist […]
How to Rebuild Trust in Financial Institutions
I always enjoy reading Ron Shevlin‘s work. He is a senior analyst with Aite Group, where they say he is “…a recognized thought leader for his pioneering research on right-channeling consumer interactions, the impact of customer advocacy on future purchase intention, and developing sense-and-respond marketing capabilities to improve sales and marketing efforts.” I’ll buy that. […]
“Leadership is influence. No more, no less.”
The headline quote comes from John C. Maxwell, author of The 21 Irrefutable Laws of Leadership. In my April 4th post, (When Your Accountability Exceeds Your Authority, Increase Your Influence) I talked about how the need to increase your circle of influence is more important than increasing your circle of control. If you are a manager with […]
When Your Accountability Exceeds Your Authority, Increase Your Influence
When I graduated from college and entered the workforce, I received some good advice from an older executive: “Make sure you don’t end up in a job where you have accountability without authority“, he told me. I nodded sagely as I drunk it in. I even repeated the advice from time to time to other friends as […]
Best of Bank Innovation 2012- Part 2
Yesterday I brought to you some of the best thoughts from Day One of the Bank Innovation conference held last week in San Francisco. It was a great event filled with some of the sharpest minds in financial innovation. Today, I bring you some of the best ideas from Day Two, plus a few of […]
Best Ideas From Bank Innovation 2012- Part 1
Last week I attended the Bank Innovation 2012 Conference in San Francisco. I met a lot of great people and picked up some new ideas. Here’s what stuck out for me (in a good way): What Is “Banking” Today? A Debate on the Future “We need to marry the online experience to the real world […]