Soul-searching is Job 1 at a lot of banks. That’s the takeaway from a KPMG survey of more than 100 bankers due out Wednesday. Nine out of 10 banks said that they have re-examined, are in the process of re-examining or will re-examine their operating models, according to an advance copy of the survey results. […]
Leadership
Move Over Entrepreneurs, Here Come The Intrapreneurs – Forbes
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,” […]
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 […]
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 […]
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 […]
Five Things Banks Can Learn From Start-Ups
Most bankers don’t spend a lot of time with start-up companies. The need for bankers’ loan decisions to be right 99% of the time tends to not mix well with most start-ups’ risky and voracious appetite for capital. Outside of a few bankers in Seattle, Silicon Valley and a few other places, the clear exception […]
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 […]
I hired your resumé, and I ended up with you!
I’m really not much of sports fan. I just figured out that the Florida Marlins are now the Miami Marlins when I saw their gorgeous new stadium on TV on opening day. This fact may be surprising to people who hear me a lot, because I love to use sports analogies. Not in that failed […]