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Miscellany

Why More Experienced CEOs Will Stay At the Forefront of Tech Innovation

September 5, 2012 by JP Nicols

This is as encouraging to me personally (“the average age of founders of technology companies is a surprisingly high 39 – with twice as many over-50 executives as those under 29 years old.)”, as it is generally (“The United States might be on the cusp of an entrepreneurship boom—not in spite of an aging population […]

Filed Under: Bank Innovation, FinTech, Leadership, Miscellany Tagged With: Entrepreneur, innovation, wealth management, wealth management 3.0

RateStars LinkedIn Phishing Scam

August 4, 2012 by JP Nicols

I received one of these today, and something just didn’t feel right, so I did a little digging. Sounds like it’s a phishing scam. FYI and be careful

Filed Under: FinTech, Miscellany

Unrequited Love- Steve Blank

July 24, 2012 by JP Nicols

Great lessons from the always insightful Steve Blank. Who amongst us haven’t poured more energy than was wise into a one-sided relationship?

Filed Under: Miscellany, Practice Management, Wealth Management Advice

Wow, I’m Actually Leaving My Day Job!

June 28, 2012 by JP Nicols

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 […]

Filed Under: Miscellany Tagged With: American Banker, Financial services, Jerry Grundhofer, leadership, Richard Davis

My Mom has a PhD in Common Sense

May 11, 2012 by JP Nicols

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 […]

Filed Under: Leadership, Miscellany Tagged With: entrepreneurship, Mother's Day, Twitter

Stop When You Get to Yes!

March 29, 2012 by JP Nicols

That’s classic sales management advice, yet I have seen countless sales professionals ignore it at their peril. The advice applies outside of sales too, and I just witnessed it yesterday in a whole new context on my flight to San Francisco. We are all buckled into our (relatively) comfortable exit row seats and the flight […]

Filed Under: Leadership, Miscellany, Wealth Management Advice Tagged With: financial advisor, sales management

Preview: Bank Innovation Conference

March 28, 2012 by JP Nicols

Here’s where to find me the next couple of days while I’m at the Bank Innovation conference in San Francisco. I’ll report back next week with implications on the intersection of leadership, advice and technology. Wednesday, March 28, 2012 Session 1:  What Is “Banking” Today?  A Debate on the Future How can banks realize the […]

Filed Under: FinTech, Leadership, Miscellany, Practice Management Tagged With: bank innovation, fin tech, financial innovation, Financial services, innovation

Is Bank Merger Mania Imminent?

March 26, 2012 by JP Nicols

The results of the Federal Reserve’s recent Comprehensive Capital Analysis and Review (CCAR) stress tests have increased the long running speculation that another round of rampant bank mergers may by just around the corner. The number of banks in the U.S. is about half of what it was in 1990, and I don’t see anything […]

Filed Under: Leadership, Miscellany Tagged With: Bank, bank consolidation, Bank failure, bank mergers, banking industry, Competition, Dodd–Frank Wall Street Reform and Consumer Protection Act, Federal Reserve System, Mergers and acquisitions, Optirate, Serge Millman

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