Post Tagged with: "Leadership"

Traditionalists vs. Trailblazers in Innovation

Traditionalists vs. Trailblazers in Innovation

by April 7, 2015 at 1:32 pm 0 comments

Late last year I was asked by my good friend Jim Marous of The Financial Brand to contribute to his crowdsourced list of 2015 Digital Banking Trends and Predictions. My prediction was that we would see an increase in the current trend of banks investing in innovation. More newly-minted Chief Innovation Officers, and more establishments of new […]

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5 Ways to Kill Your Innovation Initiative

5 Ways to Kill Your Innovation Initiative

by October 24, 2014 at 4:43 pm 2 comments

5 Ways to Kill Your Innovation Initiative   I often write and speak about the “Business Prevention Department” that lurks inside banks. Devoted to sniffing out and stamping out anything that looks “risky”, the Business Prevention Department is staffed with […]

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So God Made an Entrepreneur

by February 8, 2013 at 7:04 pm 0 comments

And on the eighth day, God looked down on his planned paradise and said I need someone with a vision- So God made an Entrepreneur… God said I need somebody willing to get up before dawn, sketch ideas on a whiteboard, work all day in a coffee shop because she can’t afford to rent an […]

Rebuilding Trust in Banking

by February 6, 2013 at 3:49 pm 0 comments

Two recent reports  show both the contrast and the convergence of the financial services and technology industries. The 13th annual Edelman Trust Barometer again showed the banking and financial services industries as those least trusted by respondents, while the technology industry topped the list. Separately, Oliver Wyman released a report on the financial services industry […]

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…

Why More Experienced CEOs Will Stay At the Forefront of Tech Innovation

by September 5, 2012 at 8:12 pm 0 comments

Reblogged from PandoDaily: Some day – maybe not this century, maybe not this millennium, but some day – Microsoft, IBM, Procter & Gamble, Exxon, General Motors, General Electric, News Corp., even Apple will be gone. It is inevitable. And in a n…

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…

5 Lessons From the West Coast

by August 16, 2012 at 12:02 am 0 comments

Reblogged from kevinfromcleveland: A few months ago I had the opportunity to head out West and meet some awesome people in the FinTech industry.  I had long been interested in technology and entrepreneurship and  a family friend figured his conferenc…

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

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

by July 23, 2012 at 8:37 am Comments are Disabled

Over the past couple of posts we took a fairly irreverent whirlwind tour through the last 150+ years of those financial services oriented specifically towards helping successful families grow, protect and share their wealth– the very essence of w…

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

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

by July 17, 2012 at 1:45 pm Comments are Disabled

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…