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advisor 3.0

Wealth Management 3.0 Is Here– Are You Ready? (Part 3 of 3)

July 23, 2012 by JP Nicols

Over the past couple of posts we took a fairly irreverent whirlwind tour through the last 150+ years of those financial services oriented specifically towards helping successful families grow, protect and share their wealth– the very essence of wealth management. [See Wealth Management 1.0 (1853-1982) and Wealth Management 2.0 (1982-2008)] Today we will bring this […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: advisor 3.0, Goldman Sachs, Merrill Lynch, Morgan Stanley, Peter Venkman, Private bank, Washington Mutual, wealth management 3.0

Wealth Management 3.0 Is Here– Are You Ready? (Part 1 of 3)

July 12, 2012 by JP Nicols

Most banks today have wealth management clients with an average age somewhere between 70 and dead (no offense, Mom). Their books of business were largely built in bygone eras, from fortunes made in companies and industries that no longer exist. These clients (and many of their advisors) are really not sure about this whole “interweb” […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: advisor 3.0, Financial services, Investing, Private bank, Wall Street Crash of 1929, wealth management, wealth management 3.0

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