Managing a Team During Change – How to Get Cooperation and Reduce Resistance

April 28, 2011 by  | Leave a Comment Filed under: Management 

In the UK, some sections of the private sector, the first part of 2011 will be remembered as a time when banking and financial services firms accelerate their pace of recruiting new staff, reconfigure teams and prepare to deal more robustly with the wave of updated and new regulations from the (read on...)



How to Build Capacity – Skills for Team Leaders in Banking and Financial Services Firms

April 21, 2011 by  | Leave a Comment Filed under: Management 

An online poll in early 2011 of former and current team leaders in banking and financial services firms revealed 17 reasons why newly-appointed team leaders fail in their role. Reasons range from poor communication skills, lack of strategic thinking skills and the inability to provide clear (read on...)

Charisma – The Core Qualities

March 27, 2011 by  | Leave a Comment Filed under: Management 

Have you ever met somebody and instantly felt a bond with them? You can’t explain the feeling but you know that there is something special about the person. The person radiates confidence and integrity. You want to be in their presence. This is the nature of charisma. Charismatic people are (read on...)

The Emotional Life of a Woman and Her Money

February 24, 2011 by  | Leave a Comment Filed under: Marketing 

Judy was panicked over her investments and frozen in indecision about what to do next. The market wasn’t doing well and she wasn’t sure what all of this meant for her. She was in her mid-fifties, didn’t have a pension (darn those years of doing her own thing) and was single. (read on...)

An Explanation of the Data Protection Act For Financial Firms

June 10, 2010 by  | Leave a Comment Filed under: Management 

The Data Protection Act is a United Kingdom Act of Parliament which defines UK law on the handling of data relating to identifiable living people. Financial services firms are required by law to adhere to the eight principles of the Act and are regulated by the Financial Services Authority (FSA) (read on...)

Six Sigma Training Can Help Financial Services

May 31, 2010 by  | Leave a Comment Filed under: Management 

The goal of most financial services is to increase the relationships that you have with customers. Six Sigma Training courses will show you ways to better understand the needs of the customer and provide solutions that are appropriate. You will learn how to process quicker and get approvals (read on...)

Consequences of Consumer Confusion in a Financial Services Industry

January 5, 2010 by  | Leave a Comment Filed under: Marketing 

I shall focus on consequences of consumer confusion in this post. Another article published by me on ‘Customer Confusion in the Financial Services Industry’ focused on three important antecedents to consumer confusion namely; expectations, attribute confusion and information confusion (read on...)

Wells Fargo – A Company to Emulate

October 3, 2009 by  | Leave a Comment Filed under: Management 

In the mid eighteen hundreds with the onset of the gold rush there was an awakening in the industries and businesses that were cropping up all over the state of California. All this activity and development needed proper banking facilities and it was to address this need that the Wells Fargo bank (read on...)

The Importance of Clarity

October 3, 2009 by  | Leave a Comment Filed under: Marketing 

A significant segment of our business at my organization derives from the financial services industry. And, as you might imagine, with the markets going crazy right now it is a volatile time for those in that business. As I was working on my next book, I was also doing a series of consulting (read on...)

Pragmatic Market Research Approaches For More Successful Financial Services Marketing Initiatives

June 28, 2009 by  | Leave a Comment Filed under: Marketing 

 Choosing between alternatives quickly and decisively without solid information is a major management problem, especially in a financial services organization. An effective marketing research support system, however, can provide the competitive and marketplace intelligence that facilitates (read on...)