Consulting Success

SEPTEMBER 11, 2023

“When people are financially invested, they want a return. When people are emotionally invested, they want to contribute.” – Simon Sinek. Investing in your team and providing them with a great experience will drive them to perform better.

Consulting 254

Consulting How To Financial Company 254

Consulting Matters

DECEMBER 10, 2020

At first, her goal was to provide a virtual alternative to her live programs that she offered to financial services firms wanting to turn their lukewarm clients into raving fans. and got to work creating her first online course.

Course 296

Course How To Financial Consulting 296

Consulting Matters

JUNE 27, 2024

Money Fear : This fear is about your financial stability and the predictability of your income. What if I let down my loved ones who are depending on me? How do I deal with the loneliness and isolation of working for and by myself?

Consulting 296

Consulting How To Financial Strategy 296

Successful Independent Consulting

AUGUST 28, 2024

Here are some thought-starters: strategic planning, estate planning, merger integration, process reengineering, org design, diversity, digital marketing, college financing, change strategy, performance management, leadership development, executive coaching, financial planning. You get the idea.

Development 195

Development Turnaround How To Financial 195

Steve Shu Consulting

APRIL 19, 2018

We introduced thought leadership materials like some of the other firms, but we also took it further by equipping financial advisors with specific tools to help assess the behavioral architecture of retirement plans offered by companies. Mercer UK – Personalised Pension Videos.

Mercer 186

Mercer Finance Financial Leadership 186

Consulting Success

JANUARY 14, 2019

For 35 years, Mark has been in the coaching and mentoring business teaching, training, educating, and motivating people how to be successful in life through a platform of five pillars – spiritually, emotionally, mentally, physically and financially.

Consulting 179

Consulting Education Financial Operations 179

Jacq Hackett Consulting

OCTOBER 4, 2021

Making the move from employee to consultant can be extremely rewarding – financially, professionally and personally.

Consulting 156

Consulting Financial 156

Consulting Matters

JANUARY 17, 2020

Speaks the language of business – financials, data and analytics. Helps clients anticipate the Customer/Client, Employee, and Financial/Operational impact of business decisions. Knows how the various functions of a business work and relate to each other. Understands business drivers, challenges, competition, goals and strategies.

Methodologies 207

Methodologies System Financial Data 207

Consulting Matters

OCTOBER 21, 2021

Using her background as a former certified public accountant with Price Waterhouse Coopers and as a small business advisor, she helps clients connect their business goals and financial investments. Watch this video to discover how to best align your financial investments with both the immediate and long-term goals you have for your business.

Consulting 156

Consulting Small Business Financial Video 156

Successful Independent Consulting

MARCH 31, 2020

The information I’m sharing is certainly not financial or legal advice. After you apply, you may be contacted by the SBA to provide other documents such as financial statements and tax returns. I’ve participated in two webinars and read countless articles to understand it.

Cash Flow 248

Cash Flow Consulting Small Business Insurance 248

Successful Independent Consulting

FEBRUARY 27, 2023

As coaches, independent consultants, and financial planners, we’re problem-solvers, not salespeople. As a Solopreneur, think APV, not ABC As a solopreneur responsible for finding your own work, you may be tempted to adopt the ABC sales mantra, “Always Be Closing,” as described so powerfully by Alec Baldwin in the movie Glengarry Glen Ross.

Financial 39

Financial Sales Consulting 39

Steve Shu Consulting

FEBRUARY 14, 2022

2) Decision structure changes (choice architecture) outperforms decision information (information architecture) and decision assistance approaches, potentially because choice architecture approaches require less demand on cognitive information processing, and there is low susceptibility to individual differences and goals.

Study 39

Study Analysis Finance Financial 39

Consulting Success

JULY 23, 2021

But on the financial side, they are slow to invoice. Do you have a consulting invoice template that enables you to create and send professional invoices quickly? We see many consultants who are successful and generating good levels of revenue. They aren’t on top of their finances.

Consulting 130

Consulting Finance Financial Strategy& 130

Successful Independent Consulting

OCTOBER 13, 2021

It’s not a huge financial investment. The more professional you are, the more likely you’ll be able to charge more for your expertise and services. Having a logo for your business will help you look like “the real deal” so why not get one? In some cases you can even get one for free. Downloadable version here.)

Media 195

Media Financial Consulting Marketing 195

Tom Spencer

AUGUST 2, 2024

The financial industry has undergone a seismic shift over the past decade, driven by advances in technology and regulatory changes. This regulation is designed to enhance consumer access to financial data, much like how the General Data Protection Regulation ( GDPR ) has transformed data privacy and protection in Europe.

Finance 88

Finance Data Industry Financial 88

Successful Independent Consulting

MARCH 11, 2022

Do you specialize in a particular industry like biotech, financial services, or the tech industry? What is the market segment or industry of your ideal client? For example, start-ups, middle-market, or global companies?

Industry 370

Industry Examples Marketing Engineering 370

Steve Shu Consulting

FEBRUARY 17, 2021

It’s Time to A/B Test Your Financial Life. For a little more on A/B testing, see this WSJ article by one of my colleagues. It describes a simple, but extremely powerful A/B test we worked on with a FinTech company’s UX.

Software 195

Software Financial Development Data 195

Harvard Business

OCTOBER 30, 2023

Although financial analysts widely acknowledge that innovation is a key driver of business growth and business sustainability, the financial markets do not reward innovation investments, largely because companies do a poor job of making innovation transparent to investors and analysts.

Financial 101

Financial Company Marketing Analysis 101

Tom Spencer

APRIL 14, 2023

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

Management 88

Management Financial Real Estate Insurance 88

Steve Shu Consulting

JANUARY 3, 2023

However, one example of portfolio management can be picking several lower-risk projects along with a higher-risk project that could pay off to a much greater extent, e.g., financial or social good).

ROI 195

ROI Journal Financial Study 195

Consulting Matters

DECEMBER 23, 2020

But if you are engaging a client in a longer-term project, time based fees actually work against the relationship that you are trying to create with your client because every time they reach out for your help you it is a financial decision. You are not selling a widget; you are selling yourself and your insight, knowledge and advice.

Consulting 263

Consulting eBook Financial Resources 263

Tom Spencer

AUGUST 30, 2024

Open banking is transforming the financial industry , promising greater transparency, competition, and innovation. The European Union, which looks set to introduce updated rules about digital payments and financial services within the next two years, is at the leading edge of regulating open banking. What is Open Banking?

Banking 88

Banking Financial Data Industry 88

Consulting Matters

JANUARY 19, 2023

She combines her financial expertise with operations, project management, and process improvement to help clients achieve their growth goals faster and harmoniously among stakeholders.

Process Improvement 156

Process Improvement Financial Consulting Video 156

Consulting Matters

APRIL 18, 2024

” In this episode, Rainer shares: Why a portfolio business model is ideal for a consultant or coach who has diverse interests and strengths Reasons why trying out entrepreneurship while still in your 9-5 mitigates risks and gives you essential market validation for what you want to do How focusing on your transferable superpowers and the audience (..)

Consulting 156

Consulting Financial Leadership Analysis 156

Harvard Business

JULY 29, 2024

This oversight can lead to significant financial costs due to increased healthcare expenses, reduced productivity, and decreased labor availability. Proactively safeguarding employee health not only benefits workers but also strengthens public health systems and enhances corporate financial stability.

Healthcare 100

Healthcare Financial System Productivity 100

Successful Independent Consulting

DECEMBER 4, 2018

If you want to grow your business or meet your financial goals, charge what you’re worth! This is a normal part of running a business; why apologize for being a sensible business owner? Clearly, raising your rate doesn’t need to be awkward or intimidating. It’s just takes some planning.

Consulting 354

Consulting Policies Benchmarking Examples 354

Tom Spencer

NOVEMBER 22, 2024

The adoption of AI is revolutionizing banking products, enabling financial institutions to offer personalized service, increase efficiency, and enhance security. The vast amount of data generated by financial transactions, customer interactions, and market movements makes banking a fertile ground for AI.

Banking 78

Banking Finance Meeting Data 78

Harvard Business

SEPTEMBER 26, 2024

All impact investors report the financial returns from their funds and investments, and many provide metrics on intended social outcomes, such as numbers of individuals served, or quality jobs created.

Metrics 97

Metrics Healthcare Financial Report 97

Harvard Business

AUGUST 6, 2024

Stablecoins — cryptocurrencies pegged to an external currency — have the potential to rewire the global financial system, and expose banking and finance to new digital competition. The outcome will be consequential not only for financial institutions but for any company and digital platform that relies on money movement at scale.

Finance 100

Finance Banking Financial Video 100

Harvard Business

DECEMBER 11, 2024

This involves three approaches: 1) Being rigorous and cross-functional, integrating scenario planning into the companys strategic framework; 2) Being outward looking and externally informed by staying ahead of the curve on regulatory updates and policy trends; and 3) Continually refreshing and monitoring scenarios, incorporating new and emerging data, (..)

Trends 95

Trends Policies Financial Tools 95

Business Consulting Agency

APRIL 9, 2024

Financial Modeling and Investment Strategy Financial expertise is essential for startups to secure funding, manage budgets, and optimize financial performance. Consulting services assist entrepreneurs and investors in developing robust financial models, projections, and investment strategies.

Consulting 96

Consulting ROI Efficiency Financial 96

Consulting Matters

NOVEMBER 12, 2018

Align measures to compensation and rewards (financial, spot awards and promotions). Re-align expectations to measures. Provide leadership performance coaching. Conditions. Provide resources and tools. Incentives. Where You Might Get Stuck.

How To 223

How To Training Training Guidelines 223

Harvard Business

FEBRUARY 26, 2024

How some financial institutions are using this combination to identify potential investment opportunities, conduct due diligence, and add value post-investment.

Data 101

Data Financial Finance Management 101

Harvard Business

AUGUST 22, 2024

NOAA’s chief scientist explains how new technologies can help businesses understand their impact, create new financial instruments, and enhance risk management.

Financial 101

Financial Management 101

Steve Shu Consulting

FEBRUARY 13, 2020

If happiness efforts are tied into mainstream issues related to HR, marketing, or product design, then it might be able to ride on familiar value propositions where consulting engagements could be justified.

Company 150

Company Trends Consulting Course 150

Harvard Business

OCTOBER 5, 2023

With cost of capital this low, many managers have paid scant attention to the time value of money — an essential concept in doing financial analysis. In the United States, short-term interest rates have been near zero for most of the last 15 years.

Management 100

Management Analysis Financial Finance 100