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Transformation, Page 2

How to Lead Without Positional Authority

On December 24, 2015 in Transformation

I recently held a discussion in my “Managing Yourself and Your Career” course at Villanova. After the class, I had an active dialogue with some of the participants. What fascinated me was the number of people who said, ”When I am a leader, I want to be able to, or I plan to, or I will behave like….”. That struck …

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Become a Strategy Facilitation Rock Star in 4 Steps

On December 24, 2015 in Transformation

Personally and professionally – and regardless of title, age or experience – at some point, we will all find ourselves in a position that requires us to think strategically. In our careers, particularly if you are in a leadership role, many of us will participate in or lead strategy sessions. This could be big-picture business planning or something related to …

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Learning: Breakfast of Champions

On December 13, 2015 in Transformation

On the weekends, I like to take one morning and cook breakfast for my family. My father used to do this for me when I was a kid, and I always loved waking up to the smell of pancakes and bacon, so I have tried to maintain this tradition with my children. However, this weekend, my daughter Ellie cooked breakfast …

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The Role of Human Interaction in the Futurewealthy’s Client Experience

On December 9, 2015 in Transformation

Globally, the Futurewealthy report the highest levels of satisfaction with relationship managers who make contact 11- to 12-times each year. So, the question for wealth managers is not how do we use technology to replace humans? Instead, it’s how do we use technology to augment human interaction? Or possibly, how do we use technology to automate and streamline processes so we can reallocate investments towards interacting with clients?

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[Video] Your Customers Know What They Value – Do You?

On December 8, 2015 in Transformation

The latest paper in our Futurewealth series, a study we jointly publish with Scorpio Partnership and NPG Wealth Management, explores the value customers place on the overall wealth management relationship. In Futurewealth 4: Recalibrating the Value of Wealth, it is clear that, above all else, the customer values the relationship they have with their advisor. But second to that is the brand of the firm; they ascribe value to that because it instills trust, confidence and security.

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Breaking the Chains of Mental Models

On December 7, 2015 in Transformation

All of my girls (my wife and two daughters) went away on a “ladies only” vacation last week.  Yes, I was Mr. Mom for my 16-year-old son.  Let me just say I am not cut out to be CEO of any household. While on vacation, one daughter texted me.  She was having a problem with her phone.  We sent a …

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