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Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., I do draw from some insights and activity that is occurring in other areas of the financial services market (e.g., advisors, consultants, recordkeepers, investment only).

Finance 150
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How to Develop Your Tagline to Win More Work

Successful Independent Consulting

A marketing tagline is short phrase that helps people remember you in a certain way. Remember, clients want to hire The Expert, so be sure to market yourself as one! [1] When you are perceived as an expert, you’ll get more referrals and win more work. You get the idea. The 4th and 5th examples were invented by me.) [2]

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When Banks Meet Bots: The AI Transformation of Finance

Tom Spencer

AI refers to computer systems that can perform tasks that normally require human intelligence, such as recognizing patterns, learning from experience, and making decisions. The vast amount of data generated by financial transactions, customer interactions, and market movements makes banking a fertile ground for AI.

Banking 78
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Applied Behavioral Economics Rule of Thumb #5: Recognize the Possibilities and Perils of Anchors

Steve Shu Consulting

customer discovery, customer validation, go-to-market). finance), application (e.g., Reference: Jacowitz, Karen E., Since they affect both judgments and decisions, it is appropriate to consider the role of anchoring on behavior throughout business processes (e.g., The effect of anchors will likely be dependent on domain (e.g.,

Examples 195
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Rule of Thumb #2: Use Behavioral Lenses to Innovate and Adapt to Changes

Steve Shu Consulting

this legislation covers finance and retirement-related considerations. References: Carroll, Gabriel D., ” Marketing Letters 23, no. We talked about the recently passed Secure Act 2.0 and potential behavioral implications and impacts on the ecosystem and players. For those unfamiliar with Secure Act 2.0, See Shu et al.

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What Do Creative Marketers Look Like?

The Fearless Marketer

Judy is one of the most creative (and effective marketers) of her professional services that I have ever met. Not only that, she’s really enthusiastic about her marketing. These initial projects gave a solid foundation for her work, generated references, and also led to more work with some of the board members’ organizations.

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Need Clients Now? 5 Strategies to Quickly Get More Consulting Clients

Consulting Matters

If you want to achieve sustainable success as a consultant - ideally you want to create a marketing system to ensure you have a consistently full pipeline of right-fit clients. Your mindset still has to be one of service and value for what you bring to the table vs. letting fear and need drive your marketing. Actively Pursue Referrals.