Clients Do Not Want Help. Until They Do.

  • JP Nicols
  • November 20, 2012
(This was originally published as a guest post for my friends at the management consulting and strategic communications firm Beyond the Arc: Understan...

Secrets of Successful Wealth Managers

  • JP Nicols
  • November 15, 2012
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...

Finovate Fall 2012 Best of Show Winners

  • JP Nicols
  • September 17, 2012
Another Finovate conference is in the books. The Best of Show winners included MoneyDesktop, one of the companies on my watch list for accelerating th...

When the Affluent Become the Unbanked

  • JP Nicols
  • September 12, 2012
Concern about those who have been left behind in receiving financial services (“the unbanked” and “the underbanked” ) have bee...