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Leadership

Why Bankers Need to Think Like Private Fixed Income Investors

February 15, 2012 by JP Nicols

Banks are in the business of taking and managing risks. Get that wrong and you go out of business, and there are many recent examples. I have sometimes worked with advisors who view loans as just another product to sell. This type of advisor also tends to view anyone in the credit underwriting and approval […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: Bank, Business, financial advisor, Financial services, Fixed income, Investing, Risk

Be Remarkable

February 12, 2012 by JP Nicols

In October 2011 I had the chance to share the stage at Safeco Field with Seattle Mariners Manager Eric Wedge at a large professional development event for my company. Eric spoke passionately about the need to challenge yourself to be the best you can be, to play your best game every day and to always […]

Filed Under: Leadership Tagged With: career, Eric Wedge, Job (role), leadership, Marcus Buckingham, One Thing You Need to Know, Safeco Field, Seattle, Seattle Mariners, strengths-based leadership

The Intersection

February 11, 2012 by JP Nicols

JP Nicols, CFP®

The Intersection Welcome to my blog! I’m here to explore the intersection of innovation, strategy and leadership to improve financial services.   Innovation I’ve been a fan and early adopter of technology for as long as I can remember, but technology is just a tool. I can barely a wire light switch and I have […]

Filed Under: Leadership, Miscellany Tagged With: Financial services, fintech, leadership, Management, situational leadership, strengths-based leadership, trusted advisor

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