9 of 10 Banks Are Mulling an Overhaul of Their Operating Models, KPMG Survey...
Soul-searching is Job 1 at a lot of banks. That’s the takeaway from a KPMG survey of more than 100 bankers due out Wednesday. Nine out of 10 banks said that they have re-examined, are in the process of...
View Article5 Tips to Find True Innovators | Inc.com
The Keys to Hiring Effective Innovators 1. Intellectually Restless: Great innovators get a thrill out of defining a bold vision and then wrestling with the data, insights, barriers, and opportunities...
View ArticleBanker Jones and the Last Crusade: Is Wealth Management the New Holy Grail?
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...
View ArticleThe Valley of Despair and the Exodus of Talent
In my June 14 post Banker Jones and the Last Crusade: Is Wealth Management the New Holy Grail? I examined the current trend of banks seeking greener post-Dodd Frank pastures by pursuing new wealth...
View ArticleWow, I’m Actually Leaving My Day Job!
This week I celebrate an important anniversary in my professional career as I close this chapter and begin a new one. Twenty years ago this week, I joined a small bank that would become one of the...
View ArticleWealth Management 3.0 Is Here– Are You Ready? (Part 1 of 3)
Most banks today have wealth management clients with an average age somewhere between 70 and dead (no offense, Mom). Their books of business were largely built in bygone eras, from fortunes made in...
View ArticleThe Convergence of High Tech and High Touch in Wealth Management
I wrote a piece for the popular fintech blog netbanker yesterday on how high tech and high touch are converging in wealth management, and what I will be watching for in that convergence zone next week...
View ArticleWhen the Affluent Become the Unbanked
Concern about those who have been left behind in receiving financial services (“the unbanked” and “the underbanked” ) have been popular topics of conversation amongst bankers and regulators over the...
View ArticleTop 10 Best Banking Blogs
(Via The Financial Brand) Congratulations to all of the winners in The Financial Brand’s Best Banking Blog poll. I am honored to count several of the winners amongst my friends. It is a group of smart,...
View ArticleClients Do Not Want Help. Until They Do.
(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...
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