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Put Your Hand Up, Not Out

March 21, 2012 by JP Nicols

Thanks to everyone who had comments on my March 6 post Free Advice From a Mentor, I have had some stimulating conversations. One person who knows me well was surprised that I didn’t include one of my other oft-repeated golden rules: “Put your hand up, not out.” I often advise others that they should seek more […]

Filed Under: Leadership, Wealth Management Advice Tagged With: advice, career advice, career management, leadership

Best Ideas from the Best of the ABA

March 17, 2012 by JP Nicols

After exploring my inner geek the week before at the Microsoft Research TechFest2012 and the GeekWire Summit, it was time to put the pinstripes back on this past week (figuratively, at least) as I headed to Scottsdale for the American Bankers Association Wealth Management Conference. There were more suits and ties and fewer jeans (and […]

Filed Under: Leadership, Miscellany, Practice Management Tagged With: American Banker Association, David Kelly, Financial services, Joseph Michelli, leadership, Private banking, Richard Bernstein, SunGard

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

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

You Do Realize This is a People Business, Don’t You?

March 5, 2012 by JP Nicols

Bankers sometimes have a hard time understanding why their industry has satisfaction ratings right down there with utilities, cell carriers and bankrupt airlines. Maybe it’s because they sometimes have more in common with these business models than they would really care to admit. Companies and industries that score poorly in customer satisfaction tend to treat […]

Filed Under: FinTech, Leadership, Practice Management Tagged With: Business, Customer Management, Customer satisfaction, Financial services, leadership, Pareto Principle, practice management

Five Leadership Lessons From The Godfather

March 1, 2012 by JP Nicols

Today Paramount and Cinemark are celebrating the 40th anniversary of the release of The Godfather with a one day showing of the iconic film in 55 Cinemark XD theaters. The movie is my all-time favorite (with the possible exception of The Godfather II). In honor of the anniversary (which is actually later this month), I […]

Filed Under: Leadership, Miscellany Tagged With: Consigliere, Don Corleone, Godfather, leadership, situational leadership, strengths-based leadership

Why Your Team Is Not Successful

February 27, 2012 by JP Nicols

Struggling to understand why your team is not successful? As a leader, it’s your job to figure out the answers. Here are five questions to ask yourself: Is everyone on the team clear about the team’s overall goal and their specific objectives? Do each member’s objectives tie out to the overall team goal? Does every […]

Filed Under: Leadership, Practice Management Tagged With: Accountability, Goal, leadership, Learning, performance management, Ray Dalio

Nine Reasons Managers Struggle

February 16, 2012 by JP Nicols

Reposted from: Leading Blog: A Leadership Blog: Nine Reasons Managers Struggle. I will have to check my network, it sounds like we may have worked with some of the same people… If I could add a tenth reason, I would suggest: They are on an endless quest for the ‘holy grail’. They spend an inordinate amount of […]

Filed Under: Leadership, Practice Management Tagged With: Business, leadership, Management, Strategy

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