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Ron Shevlin

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

Social and Channels and Brands, Oh My!

May 23, 2012 by JP Nicols

Hopefully readers can forgive me if I sometimes seem a little disjointed in my writings. I attend wealth management conferences and find myself the only person talking about digital marketing, social media and engaging clients across multiple delivery channels. Then I attend social media and financial technology events and find myself the only person talking […]

Filed Under: FinTech, Leadership, Practice Management Tagged With: Booz & Company, Brand, Financial services, fintech, Private banking, Ron Shevlin, Social media

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