Tag Archives: Social media

Learning from Customers in Social Media

I was recently interviewed by BAI Banking Strategies on the evolving use of social media in banking and wealth management. Here is an excerpt from the article, which was published yesterday: Nicols, a former executive with Minneapolis-based U.S. Bancorp, agrees that social media can warn financial institutions of potential problems. “You ought to be happy […]

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Top Ten Geek Week Sneak Peeks – Part 2

Today: The GeekWire Summit Startup technology news site GeekWire held its first birthday party on March 7 with the GeekWire Summit. Speakers included former Microsoft Chief Software Engineer and Cocomo co-founder Ray Ozzie, former Swype CEO Mike McSherry, Hulu CTO Richard Tom, T-Mobile CMO Cole Brodman, Rhapsody President Jon Irwin, venture capitalist/serial founder Oren Etzioni […]

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Are You Using Technology to Engage and Collaborate With Your Clients?

I created this blog to explore the intersection of leadership, advice and technology to improve the lives of financial advisors and their clients. Leadership is a critical element for any organization, and there are many great sources to tap for inspiration and further exploration. But setting leadership aside for the moment, I have lately found […]