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financial advisor

How to Rebuild Trust in Financial Institutions

April 6, 2012 by JP Nicols

I always enjoy reading Ron Shevlin‘s work. He is a senior analyst with Aite Group, where they say he is “…a recognized thought leader for his pioneering research on right-channeling consumer interactions, the impact of customer advocacy on future purchase intention, and developing sense-and-respond marketing capabilities to improve sales and marketing efforts.” I’ll buy that. […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: Aite Group, David Maister, financial advisor, Financial Brand, Financial institution, Financial services, leadership, Maister, Marketing

Sorry, But You’re No Steve Jobs

April 1, 2012 by JP Nicols

Today is Apple’s 36th anniversary. Appropriately, there was an amusing article in the March 30 Wall Street Journal (Bio as Bible: Managers Imitate Steve Jobs) that described managers who take their admiration of the Apple co-founder beyond inspiration to imitation. Mindless repetition of another’s actions in hopes of repeating their success may work for a […]

Filed Under: FinTech, Leadership, Practice Management Tagged With: Apple, Carl Icahn, financial advisor, financial innovation, Financial services, Ivan Boesky, Jack Welch, Pioneers, Steve Job

Stop When You Get to Yes!

March 29, 2012 by JP Nicols

That’s classic sales management advice, yet I have seen countless sales professionals ignore it at their peril. The advice applies outside of sales too, and I just witnessed it yesterday in a whole new context on my flight to San Francisco. We are all buckled into our (relatively) comfortable exit row seats and the flight […]

Filed Under: Leadership, Miscellany, Wealth Management Advice Tagged With: financial advisor, sales management

Top Ten Geek Week Sneak Peeks – Part 1

March 9, 2012 by JP Nicols

This week I really got the chance to embrace that inner geek that’s just dying to break out of my pinstripe suit. On Tuesday I had the chance to visit the Microsoft Research TechFest 2012, and celebrate twenty years of Microsoft Research (Shout out to my host Juliane Carlson). Then on Wednesday I attended the […]

Filed Under: FinTech, Miscellany, Practice Management Tagged With: Big Data, financial advisor, financial technology, fintech, Microsoft Research, Wearable Multitouch Projector

Why Bankers Need to Think Like Private Fixed Income Investors

February 15, 2012 by JP Nicols

Banks are in the business of taking and managing risks. Get that wrong and you go out of business, and there are many recent examples. I have sometimes worked with advisors who view loans as just another product to sell. This type of advisor also tends to view anyone in the credit underwriting and approval […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: Bank, Business, financial advisor, Financial services, Fixed income, Investing, Risk

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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