Post Tagged with: "Practice Management"

Defeating Robo-Advisers Will Take More than a Pulse

by November 8, 2013 at 8:37 am 0 comments

A “robo-adviser” joined MoneyGuidePro founder and chief executive Bob Curtis on stage at this week’s T3 Enterprise conference and proceeded to melt down when Mr. Curtis asked it qualitative questions like “I’m worried I won’t be able to retire when I planned, can you help me with that?” During his opening keynote, Mr. Curtis was […]

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How Banks Can Compete in The Future

by October 28, 2013 at 8:20 pm 0 comments

Back in 1995 Michael Treacy and Fred Wiersema wrote a book called The Discipline of Market Leaders, and in it, they broke down the three critical strategic domains of any business– Customer Intimacy, Product Leadership and Operational Excellence. They argued […]

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Can FinTech Improve Investor Behavior?

by October 21, 2013 at 8:37 am 0 comments

In my last post Personalized Service in the Digital World, I discussed the so-called “Robo-advisors”—the new breed of technology-driven online investment advisors—and how they are changing the competitive landscape, whether or not traditional advisors like it or even realize it. I […]

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Personalized Service in the Digital World

by October 16, 2013 at 8:37 am 0 comments

Since my Sept. 18 post in the Investment News techconnect blog, “Financial technology trends advisers can’t afford to ignore”, I have been in a number of conversations about how a new crop of web-based investment management/financial planning services are affecting the […]

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Finovate Fall 2013 Preview – Part 1

by August 14, 2013 at 10:44 pm 0 comments

It’s hard to believe that the Finovate Fall 2013 conference ( The Disneyland of FinTech™, as my friend Brad Leimer, the Discerning Technologist has dubbed it) is less than 30 days away. In this edition of the Finovate series, 70 companies will take the stage at a new venue in New York to demonstrate their […]

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Scaling Financial Advice and Collaboration in a GPS World

by July 18, 2013 at 12:21 am 0 comments

We live in a real-time traffic, turn-by-turn directions, GPS world. Why do financial institutions still hand out the equivalent of gas station maps? I hear from many financial institutions that creating financial plans for their clients is an important goal, in fact some have goals to provide financial plans to all or a significant percentage […]

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What About the Overbanked?

by May 17, 2013 at 9:46 pm 0 comments

I spent a great couple of days in San Francisco this week hearing from 72 FinTech companies at Finovate, stay tuned for my unique recap and thoughts from the largest Finovate ever. As usual, there were several companies focused on improving access and service to the so-called underbanked– those who are priced out of traditional […]

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A Moneyball Approach to Wealth Management

by April 28, 2013 at 4:37 pm 0 comments

Smaller and midsized banks can play in the wealth management big leagues, but they have to use some Moneyball type tactics to compete and win against the big budget competition. Before the financial crisis, a “Field of Dreams” approach worked– if you built it, they would come. An environment of deregulation, falling interest rates, a rising stock market […]

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Technology in Wealth Management: Opportunity or Threat?

by January 24, 2013 at 7:13 pm 0 comments

(This is an excerpt from an article I wrote for the William Mills Agency’s 2013 Bankers as Buyers report. Click here to download the entire article, plus 40 more pages of “research, observations and articles about what technology solutions and services U.S. bankers will buy in 2013 and the changing financial industry landscape.”) Unique Challenges in […]

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 …