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advice

Put Your Hand Up, Not Out

March 21, 2012 by JP Nicols

Thanks to everyone who had comments on my March 6 post Free Advice From a Mentor, I have had some stimulating conversations. One person who knows me well was surprised that I didn’t include one of my other oft-repeated golden rules: “Put your hand up, not out.” I often advise others that they should seek more […]

Filed Under: Leadership, Wealth Management Advice Tagged With: advice, career advice, career management, leadership

ABA Wealth Management Conference

March 13, 2012 by JP Nicols

Here are the sessions I am looking forward to over the next three days at the ABA Wealth Management Conference in Scottsdale, Arizona. I’ll be back here next week with observations and potential implications on the intersection of leadership, advice an technology. Let me know if you’re going! 1) Financial Services in a Mobile World […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: advice, financial advice, Financial services, leadership, wealth management

Free Advice From a Mentor

March 6, 2012 by JP Nicols

(Note: When I wrote this early in my blog’s history, when I was a senior executive for a Fortune 150 financial services firm. Now with the added perspective of an entrepreneur and consultant, I find the words truer than ever.) I have mentored dozens of young professionals over the years, and even though each situation is unique, I […]

Filed Under: Leadership, Miscellany, Practice Management Tagged With: advice, Business, career, Education, Employment, leadership, Learning, Master of Business Administration, MBA, Mentor, Mentorship, Relationships, StrengthsFinder 2.0

…and They Don’t Hire Advisors Very Well Either

February 29, 2012 by JP Nicols

In my February 25th post They Can Always Spend More… I referenced several massive financial failures of the rich and famous. Forbes continued the hit parade yesterday in Robert Laura’s article What Broke Athletes And Celebrities Can Teach Retirees: The statistics are startling:  Sports Illustrated estimates that 78% of former National Football League players are […]

Filed Under: Practice Management, Wealth Management Advice Tagged With: advice, client contact, financial advice, Retirement

They Can Always Spend More…

February 25, 2012 by JP Nicols

Whitney Houston may have been broke before she died, and now her estate may have problems. NBA star Allen Iverson may be broke, too. And as this story in today’s Huffington Post relates, he has lots of familiar company in Mike Tyson, Lenny Dykstra, Dorothy Hamill, Terrell Owens and many, many others. In 2009, Sports […]

Filed Under: Wealth Management Advice Tagged With: advice, Allen Iverson, bankruptcy, Dorothy Hamill, financial plan, Lenny Dykstra, Mike Tyson, Sports Illustrated, Terrell Owens, Whitney Houston

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