All Posts By

troy

Trust us, we know what we are doing!

By | Strategy | No Comments

How did the personal trust business go from the natural home for the high-net-worth investor to a shrinking slice of the asset management pie? This drop in market share has taken place despite a number of built-in advantages, including a superior alignment to client interests compared to the largely commission-based, transaction-driven brokerage model, and it […]

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Getting Into The Game

By | Innovation | No Comments

Occasionally I attend a webinar that is more than a product push or thinly disguised advertorial. The webinar “7 Technology Innovations for Wealth Management” I attended last week was both blissfully concise and informative, so much so that I decided to write about it. So as not to keep you in suspense, I list these […]

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Into the dustBIN

By | Strategy | No Comments

Shortly after Russia’s stealth invasion of Crimea, in which soldiers in unmarked uniforms seized the peninsula’s territory, the US announced sanctions against a number of Russian banks with ties to the administration of President Vladimir Putin. Visa and MasterCard announced in turn that they had stopped servicing these banks. This move, like the Russian invasion […]

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Be Nice To Your Customers. Someday You Might Need Them.

By | Customer Experience | No Comments

A few months ago I wrote a blog article comparing the travails of banks today to the challenges faced by the late and little-mourned Blockbuster Video chain. I’ve had a chance to sleep on this piece and I’ve decided a better comparison might be around the US higher education business. Some background: At an event […]

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Innovating for Success

By | Innovation | No Comments

Recently I had the opportunity to speak with Phil Swisher, Head of Innovation at Brown Brothers Harriman (BBH). Brown Brothers Harriman had hosted several workshops of the Bank Innovators Council in Boston, and I was pleased to catch up with Phil and learn more about the work of his innovation team and the compelling products […]

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Making an Event a Memory

By | Uncategorized | No Comments

Guest post by Troy Morrison, president of Torrey Pines Marketing To make raving fans of your clients, it’s the little—and the big—things that matter Your clients (and the decision makers at your clients’ businesses) most likely have a good amount of disposable income. They probably have enjoyed elegant dinners with their spouse, great wines and nights […]

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Food for Thought

By | Innovation | No Comments

I recently had breakfast with a friend of mine, a financial advisor at one of the country’s biggest banks. He told me he was tired of the corporate slog and wanted to know what I’d learned in the year after I parted ways from the big bank where I’d spent the last decade. “About myself?” […]

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