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Financial Planning

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

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