Providing Distinctive and Discreet Advisory Services

"Every bank CEO ought to read Greg Wilson's newly published book."

“This is the first book to go beyond what happened and why, and into today’s most pressing question for the industry, which is ‘how do we adapt to and thrive in the post-crisis environment?’”

“This book provides a broad and easy to understand synopsis of the Dodd-Frank Act coupled with useful strategies, tactics, suggestions, and 10 very valuable lessons for winning, copping, and, indeed, succeeding in this radically new and challenging regulatory environment.”

“Drawing on his detailed knowledge and high-level experience, Greg Wilson provides clear guidance and actionable advice to help companies and their officers and directors succeed in the new regulatory environment.”

“This is an absolutely critical ‘must read’ for financial services executives. Greg Wilson’s book is the only one of its kind which provides a granular ‘how to’ guide to managing our businesses in the new regulatory environment. An excellent read!”

“In describing the ‘new regulatory reality,’ Greg Wilson does a masterful job in describing how we got here, where we are, and where we are going.

“More importantly, Mr. Wilson offers a clear, practical guide for executives to master the new world of regulatory reality.

“Greg Wilson lived through the recent crisis and now offers us all a blueprint for avoiding the next one.”

“There have been a number of books written about the recent financial crisis that inevitably led to the introduction and passage of the Dodd-Frank Bill. But this is the first book I have read that takes all the critical events in sequence, describes their impact, explains how that impact contributed to the development of this legislation, then provides an analysis of the bill.

“The book could only have been written by someone with an in-depth understanding of the political process and a thorough understanding of financial markets and financial institutions. Greg is one of a very small number of people who has a sufficient level of understanding of all three to be able to put them together as he has done.

“Two characteristics of the book are particularly notable. First, though I have read many summaries of the Dodd-Frank Bill, most of the summaries repeat the bill’s language or provisions. By contrast, Greg spends little effort reciting the language in the statue and instead explains the impact of those provisions. To anyone other than a banking lawyer, this approach offers a far better means of understanding the content of the bill.

“The second characteristic that I find notable is the ten clear lessons he outlines for managing in a post Dodd-Frank environment. It strikes me that ten or fifteen years ago each of the ten lessons would have been described as the “soft issues” of management rather than the “hard issues” of financial and product line management. In thinking about that I reached the conclusion that the prior “hard issues” are no less important than in prior years, but that management expectations are now higher as these formerly “soft issues” are at least as critical to success these days as are the more traditional success factors.

“It is clear that Greg sees the Dodd-Frank Bill as the culmination of a series of events that, taken together, are a critical milestone in financial services. I agree with that assessment, and therefore suggest that this book should be required reading for any practitioner in this business.”