Post Tagged with: "Advice"

Honors for Innovative Wealth Management Companies

by February 19, 2013 at 1:03 pm 0 comments

My friends and former colleagues at U.S. Bank’s Ascent Private Capital Management recently won “Best Newcomer- Private Wealth Manager” and was highly commended for “Best Multi-Family Office- Client Service- Over $2.5 Billion” in the 2013 Private Asset Management (PAM) Awards in New York. Congratulations to the entire team!

Ally Bank Teams Up with ‘Ethicist’ Randy Cohen

by January 11, 2013 at 10:09 am 0 comments

Ally Bank released a series of videos during the holiday season featuring Randy Cohen, better known as the original “ethicist” of The New York Times. The ads feature Cohen’s take on a series of financial quandaries: What should I do when a friend asks to borrow money? (Say no.) What isRead More

Clients Do Not Want Help. Until They Do.

Clients Do Not Want Help. Until They Do.

by November 20, 2012 at 7:37 am 0 comments

(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 on the Clientific blog about …

Secrets of Successful Wealth Managers

by November 15, 2012 at 9:03 am 0 comments

Firms that succeed with affluent clients over an extended period of time do a number of things well. Through the work of my consulting firm Clientific we have distilled the twelve core principals that successful wealth managers follow. The 12 C’s…

Top 10 Best Banking Blogs

Top 10 Best Banking Blogs

by November 8, 2012 at 4:52 pm 0 comments

(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, kind and funny people– what more could…

Banks can’t compete with digital for advice

Banks can’t compete with digital for advice

by October 22, 2012 at 10:42 am 0 comments

There’s a long held premise that branches are great channels for advice, that this is the one differentiation that bank branches provide that the Internets could never compete with. There are three problems with this assertion that should rightly challenge the superiority of the branch channel in bank operations today: Customers rarely get advice in […]

Gen-M: the abandonment of “touch and feel” and the emergence of “see and hear”

Gen-M: the abandonment of “touch and feel” and the emergence of “see and hear”

by October 6, 2012 at 11:32 pm 0 comments

Baby Boomers and Gen-X have in common the need to experience life in all it’s glory. Whether that is born out of a sense of adventure, the need for tactile feedback or in the sense of face-to-face social connections, at the core of much of our buying behavior historically has been the need to ‘touch […]

The Convergence of High Tech and High Touch in Wealth Management

by September 5, 2012 at 5:32 pm 0 comments

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 at Finovate Fall 2012 in New York. In the article…

USB CEO Davis Gives Advice to Bankers

by August 30, 2012 at 3:04 am 0 comments

Over the past two weeks I have been a Faculty Fellow at the Pacific Coast Banking School, the premier graduate school of banking, held at the University of Washington. It is energizing and humbling to be surrounded by so many talented students and facu…

Will Somebody Please Start a True ‘Social’ Bank?!?

Will Somebody Please Start a True ‘Social’ Bank?!?

by August 16, 2012 at 9:24 am 1 comment

It might not be @The_Social_Bank, but a true social bank should be built — and soon.