The 21st Century Relationship Manager
Printer-friendly version (PDF) What are some of the likely characteristics of the banking world in which Relationship Managers (RMs) will operate over the next three-five years? – Increased customer self…
Raises issues for senior management consideration, including organization, compensation, and macro topics.
Printer-friendly version (PDF) What are some of the likely characteristics of the banking world in which Relationship Managers (RMs) will operate over the next three-five years? – Increased customer self…
Printer-friendly version (PDF) These days, bank management faces a myriad of challenges. Listing these issues could take up this entire newsletter. One area that presents multiple challenges can also provide…
Printer-friendly version (PDF) How do I get a bank to actually do something with the recommendations my firm makes? I would like to say we always succeed, but unfortunately both…
Printer-friendly version (PDF) Many of us, particularly those with college age children, have read with concern about the explosion in college administrative staff and their salaries. One recent book reported…
Printer-friendly version (PDF) For each tale of consultant overreach and self-focus a counter story exists of bank client ineffectiveness and poor execution. Consultants can provide great value, but the circumstances…
Restoring the ‘fun’ in banking requires bringing back appropriate risk taking and innovation. Recently, I ran into a former colleague who was bemoaning that he had been fired. His misfortune…
Printer-friendly version (PDF) We do not expect or want our bankers to be like the artists and writers of Charlie Hebdo. Their work was often profane, angry, anarchistic, and sometimes…
Printer-friendly version (PDF) The dictionary definition of homogenize includes “to change something so that its parts are the same or similar.” Increasingly, prodded by regulators and internal compliance officers, advised…
Last time, in response to a friend’s comment, I wrote about when, for many, banking stopped being fun. That column received more responses than any other I have written over…
Last night at my initial cocktail party of the pre-Christmas season, I ran into a former colleague who was bemoaning that after 24 years at a highly prominent Pharma company,…