Two recent reports show both the contrast and the convergence of the financial services and technology industries. The 13th annual Edelman Trust Barometer again showed the banking and financial services industries as those least trusted by respondents, while the technology industry topped the list. Separately, Oliver Wyman released a report on the financial services industry [...]
This week I celebrate an important anniversary in my professional career as I close this chapter and begin a new one. Twenty years ago this week, I joined a small bank that would become one of the largest and most respected in the country. It has been an incredible ride, and I got the chance [...]
Great thoughts on Strengths-Based Leadership. Click on “Read more” to see the entire post.
Last week I traveled from Seattle to Cincinnati to celebrate the retirement of my colleague, friend and mentor Terry Crilley after 31 years of service. I once dubbed Terry the “Oracle of Cincinnatus” because I declared him to be the font from which all wealth management knowledge flowed. It’s not that much of an [...]
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 [...]