Thank you to all of you who have served and to those of you still serving. I am grateful to be able to honor your service to all of us. From Dale Wilson’s Command Performance Leadership: Freedom isn’t free. Men and women throughout our history have paid the price, sometimes the ultimate price of their […]
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Top 10 Best Banking Blogs
(Via The Financial Brand) Congratulations to all of the winners in The Financial Brand’s Best Banking Blog poll. I am honored to count several of the winners amongst my friends. It is a group of smart, kind and funny people– what more could you want? 1. JD Power & Associates Banking Blog – @JDPowerBanking 2. Snarketing […]
Five Shifts that Define the New Era for Wealth Management
Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways. Many of the strategies, skills and behaviors that enabled success in the past are now at best ineffective, and completely irrelevant in some cases. Advisors and firms serving affluent clients must adapt […]
Improving Client Engagement with Technology
Readers of this blog know that my primary focus is the convergence of high-tech and high-touch that I believe IS the future of wealth management. I think Balance Financial gets this better than most fintech firms, and that is why I am proud to serve on their Advisory Board. Read on…
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 […]
Wealthfront rolls out yet another tool for the newly Valley rich
Another interesting example of disruption in the wealth management business. Related articles The Convergence of High Tech and High Touch in Wealth Management (jpnicols.com)
Demystifying Social Media: It’s All About Business Strategy
(I originally wrote this as a guest post for the management consulting and strategic communications firm Beyond the Arc. You should check them out for a lot of great information on customer experience, strategy, analytics and social business. I will be speaking on a panel on How to Monetize Social Media with their CEO Steve Ramirez, […]
Finovate Fall 2012 Best of Show Winners
Another Finovate conference is in the books. The Best of Show winners included MoneyDesktop, one of the companies on my watch list for accelerating the convergence of high tech and high touch, and one that should have been on my list, but had eluded my foresight (Learnvest). New York welcomed the Finovate road show to town with weather was […]