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Competing on Advice: A Framework for Looking at the Strategy at the Center of Financial Services
This past summer, Canada celebrated its 155th birthday. It was all the way back in 1867 that Ontario, Quebec, Nova Scotia and New Brunswick were officially tied together under the British North America Act that proclaimed Canadian Confederation and independence from the British. A full fifty years prior, in 1817, the Montreal Bank (now known…
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Displacement, Not Replacement
#BankLoyalty is strong. Ask the average Baby Boomer how long they’ve had the same bank account with their primary financial institution and 56% will tell you more than 21 years. Call it loyalty, call it inertia. Whatever it is, it makes it incredibly hard for start-ups and new companies to build scalable businesses and bring…
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Financial Services: Are we Missing the Forest for the Trees?
[Originally published in November 2019]. “What is the point of finance?” This question was asked to me by a curious seven-year-old after I had told him what I do for a living. I paused for a second, almost disturbed that I didn’t have an automatic answer… At its roots, finance is about the allocation of…
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Paper & Blocks 