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Clients Do Not Want Help. Until They Do.

November 27, 2012 by JP Nicols

(This was originally published as a guest post for my friends at the management consulting and strategic communications firm Beyond the Arc: Understanding how customers really want help.) On the same day I published a post about the sometimes disappointing allure of technology (Technology is Not a Silver Bullet), the always insightful Discerning Technologist Brad […]

Filed Under: Practice Management, Wealth Management Advice Tagged With: Antonio Scopelliti, Business, David Ogilvy, Finance, Financial institution, Financial services, fintech, Harvard Business School, LinkedIn, Retail banking, Ron Shevlin, Snarketing 2.0, wealth management, wealth management 3.0

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

Two Surefire Ways to Irritate Your Customers

May 24, 2012 by JP Nicols

This is my shortest post ever. I have sat in numerous financial services conference sessions over the past several days as I try to contemplate all of the ways that the megatrends of  social, mobile, analytics and cloud might impact the future of the client-advisor relationship. One of the biggest things for me is to […]

Filed Under: FinTech, Practice Management, Wealth Management Advice Tagged With: Business, Financial Planning, Financial services, fintech, Marketing, Private banking, wealth management

Congratulations Finovate Spring 2012 Winners!

May 9, 2012 by JP Nicols

Congratulations to the Finovate Best of Show winners (in alphabetical order): All in all a great show, and I enjoyed meeting lots of great people as I explore the intersection of leadership, advice and technology. More of my impressions and my personal favorites coming soon. BehavioSec BillGuard Dwolla iQuantifi MoneyDesktop Personal Capital SoMoLend 

Filed Under: FinTech Tagged With: Business, Financial services, Finovate, Finovate Best of Show, fintech

Five Things Banks Can Learn From Start-Ups

April 25, 2012 by JP Nicols

Most bankers don’t spend a lot of time with start-up companies. The need for bankers’ loan decisions to be right 99% of the time tends to not  mix well with most start-ups’ risky and voracious appetite for capital. Outside of a few bankers in Seattle, Silicon Valley and a few other places, the clear exception […]

Filed Under: FinTech, Leadership, Practice Management Tagged With: Business, Customer, Financial services, Finovate, Seattle, Silicon Valley, Startup, Startup company

Do you have what it takes to succeed as a business developer?

March 14, 2012 by JP Nicols

Nice post, reblogged from Financial Sales Pro: Click here to read the entire article: Do you have what it takes to succeed as a business developer? Excerpt: What’s the activity level?  So you’ve got a great plan, now what?  Implementation is the key.  We all know BDOs who spend days, if not weeks, sitting in their office […]

Filed Under: Leadership, Practice Management Tagged With: BDO, Business, Consulting, Financial services, Marketing and Advertising, Sales, sales management, Salesmanship

Top Ten Geek Week Sneak Peeks – Part 2

March 10, 2012 by JP Nicols

Today: The GeekWire Summit Startup technology news site GeekWire held its first birthday party on March 7 with the GeekWire Summit. Speakers included former Microsoft Chief Software Engineer and Cocomo co-founder Ray Ozzie, former Swype CEO Mike McSherry, Hulu CTO Richard Tom, T-Mobile CMO Cole Brodman, Rhapsody President Jon Irwin, venture capitalist/serial founder Oren Etzioni […]

Filed Under: FinTech, Leadership, Miscellany, Practice Management Tagged With: advertising, Apple, Business, Facebook, Financial services, fintech, FinTech, Hadi Partovi, LinkedIn, Microsoft, Mike McSherry, Ray Ozzie, Seattle, Social media

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

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