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financial advice

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

Open Forum: What is the Disruptive Potential of “mWealth”?

March 3, 2012 by JP Nicols

A recent article in Fast Company magazine (As Smartphones Get Smarter, You May Get Healthier: How mHealth Can Bring Cheaper Health Care To All) described how the technology in today’s smartphones are and could be used in modern healthcare (ultrasounds on the screens, HD cameras for cancer screening, accelerometers to guide physical therapy, microphones as […]

Filed Under: FinTech Tagged With: financial advice, FinTech, Smartphone, tablets

…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

How Sticky Are Your Relationships?

February 14, 2012 by JP Nicols

It’s Valentine’s Day– have you told your clients lately how much you love them? Yes, it’s already February the 14th, and you know what that means. Gentlemen, it’s the day to leave the office early to pick up some cellophane-wrapped flowers from the grocery store and grumble about the picked-over selection of torn cards and […]

Filed Under: Practice Management, Wealth Management Advice Tagged With: Business, financial advice, Financial adviser, Financial services, Investment Advisor, Management, Seattle, trusted advisor

Remember When Laptops Revolutionized Financial Services?

February 12, 2012 by JP Nicols

Me neither. Today’s coolest tablets won’t either if they don’t enrich the advisor-client relationship. Many firms have pursued technology for its own sake, and some firms still have deeply engaged, profitable clients despite a shocking lack of sophistication. The real magic happens when technology enhances and enables the advisor-client conversation to uncover unmet and unstated needs […]

Filed Under: FinTech, Wealth Management Advice Tagged With: apps, client relationship, financial advice, financial advisor, iPad, tablets

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