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wealth management leadership

Wealth Management 3.0 Is Here– Are You Ready? (Part 2 of 3)

July 17, 2012 by JP Nicols

Last week in Wealth Management 1.0, we explored the origins of the wealth management business in America. As in that post, I will again disclaim any notion of deep academic research and thorough economic analysis in favor of getting to the point. The most important formula in banking used to be the 3-6-3 rule. Bankers brought in […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: wealth management, wealth management 3.0, wealth management leadership

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

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