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American Banker

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

Banker Jones and the Last Crusade: Is Wealth Management the New Holy Grail?

June 14, 2012 by JP Nicols

In my June 6 post 9 of 10 Banks Are Mulling an Overhaul I linked to the American Banker article that cited the findings from a KPMG study that also said: “Forty percent of the respondents said that asset and wealth management would be essential to expand revenue over the next few years.” But another […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: American Banker, Business, Financial Planning, Financial services, Holy Grail, Indiana Jones, KPMG, Net worth, New York, Private bank, wealth management, wealth management leadership

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