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Financial institution

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

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

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