Consulting Matters

JANUARY 17, 2020

You also don’t need to become some marketing guru to land work with the C-Suite. Speaks the language of business – financials, data and analytics. Helps clients anticipate the Customer/Client, Employee, and Financial/Operational impact of business decisions. Political Savvy. Maintains confidentiality.

Methodologies 207

Methodologies System Data Financial 207

Consulting Matters

DECEMBER 23, 2020

You establish your brand with potential clients through your marketing messages, how you interact with them, what work you pitch for them and how you frame that work as well as what you charge AND how you charge. Fee ranges are project driven NOT market driven.

Consulting 263

Consulting eBook Financial Resources 263

Tom Spencer

SEPTEMBER 13, 2024

In today’s competitive business landscape, traditional sales and marketing-driven approaches are increasingly giving way to a new paradigm: Product Led Growth (PLG). The product should not only solve one or more key problems faced by the target market, it should also be well designed.

Productivity 78

Productivity Marketing Sales Methodologies 78

Harvard Business

MAY 31, 2024

Entering a foreign market comes with inherent challenges. Whether capitalizing on outsider status to tap into local labor markets, establishing potent associations to build credibility, or forging strategic partnerships to foster mutual international growth, your foreignness can indeed become your competitive edge.

Marketing 96

Marketing Company Information Technology Information Technology 96

Steve Shu Consulting

MARCH 7, 2019

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

Finance Interviews Trends Video 150

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

Steve Shu Consulting

FEBRUARY 17, 2021

On the one hand this includes the capabilities of companies to integrate specific aspects of their product management, software development, UX, data science, and marketing processes. It’s Time to A/B Test Your Financial Life. But it also means developing a research mindset that comes from the experimental side of behavioral economics.

Software 195

Software Financial Development Data 195

Tom Spencer

FEBRUARY 1, 2020

Some people also call consulting a ‘talk-job’ – you go to the clients, you talk about what the ideal world scenario would be for a particular project, product or market, and your billable hours are sorted. For instance, financial consultants provide advice to organizations on financial matters.

Consulting 135

Consulting Operations Financial Real Estate 135

Consulting Matters

JANUARY 5, 2020

You might even stay up at night wondering what words you can use to establish instant credibility and how to market yourself so that what you offer comes across as irresistible. The clients who don't do this may give you a moment of financial relief but the engagement will cost you more than you realize over the long-term.

Energy 218

Energy Training Training Video 218

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. This post is based on a question that I answered previously on Quora.

Company 150

Company Trends Consulting Course 150

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

Successful Independent Consulting

FEBRUARY 12, 2021

That said, if you keep good financial records and contribute to a solo 401(k) or SEP-IRA, you can pay less in tax when you are self-employed if you earn more than $100,000 per year. Supply and demand – Assess the market for your expertise to get an idea of how hard it may be to find work. of net income. More info at NerdWallet.

Cash Flow 370

Cash Flow Consulting Insurance Insurance 370

Successful Independent Consulting

DECEMBER 4, 2018

Third, do some market-rate benchmarking to learn what other consultants are charging, or what clients are paying. If you want to grow your business or meet your financial goals, charge what you’re worth! Do the math a few different ways and see how these numbers play out. for year one, $165 for year two, and $172.50 for year three.

Consulting 354

Consulting Policies Benchmarking Examples 354

Successful Independent Consulting

SEPTEMBER 24, 2020

Here are some quick tips for using this highly effective marketing tool: 1. You don’t need to include the client’s name, especially since many client contracts prevent you from using their name for marketing purposes. Instead, use a generic description like “a Fortune 500 financial services company.”

Consulting 150

Consulting Case Studies Case Study Study 150

Consulting Matters

AUGUST 2, 2021

In this week's tutorial video, my partner Jen Hamilton and I take you behind the scenes of this total website and brand makeover and how Jen and I together got to a place of owning our unique niche in the business mentoring/marketing agency space. > or just super-curious about the fuss that Jen and I have made about our makeover.).

Video 156

Video How To Consulting Financial 156

Tom Spencer

JUNE 9, 2023

For example, in industries like finance and accounting, AI-powered systems can process invoices, perform data entry tasks, and generate financial reports with minimal human intervention. This data-driven approach can enhance agility and enable businesses to respond in real time in rapidly changing markets.

Data 147

Data Operations Efficiency Sales 147

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

Successful Independent Consulting

SEPTEMBER 13, 2018

Magazine and they think they’re digital marketing experts. What is the market segment or industry of your ideal client? For example, start-ups, mid-market, or global companies? Do you specialize in a particular industry like biotech, financial services, or the tech industry? The first rule is to keep it simple.

Consulting 236

Consulting Case Interview Engineering Industry 236

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. Lori has the ability to mediate and find a balance between what the customer wants, what the team needs, and the financial results that all businesses demand.

Process Improvement 156

Process Improvement Financial Consulting Video 156

Markovitz Consulting

APRIL 22, 2020

The unprecedented technical, logistical, and financial stresses placed on organizations today make the coronavirus crisis a crucible for an organization’s commitment to its values. Since that time, he’s run the company very conservatively, so that they have the financial resources to withstand another shock.

Financial 147

Financial Travel Company Resources 147

The Source

OCTOBER 1, 2020

The global financial crisis gave us new regulations to pre-empt a similar crisis in the future, and that continues to drive demand for consulting support, even though it’s become increasingly commoditised in the last couple of years. Risk consulting is poised for growth, but which way will it grow? …

Management 111

Management Financial Consulting Report 111

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

Consulting Matters

DECEMBER 7, 2018

I am confident that if you are like 99% of consultants starting out, you will at some point face the fear of financial scarcity. It takes more time and effort to market a lot of things to a lot of different audiences (and creates a smaller return) than it will take to market your best talents to help your best clients.

Consulting 223

Consulting How To Intellectual Property Meeting 223

Consulting Matters

JANUARY 7, 2019

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.

Consulting 224

Consulting Strategy& Strategy Strategy 224

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 91

Financial Company Marketing Analysis 91

Consulting Matters

DECEMBER 7, 2018

I am confident that if you are like 99% of consultants starting out, you will at some point face the fear of financial scarcity. It takes more time and effort to market a lot of things to a lot of different audiences (and creates a smaller return) than it will take to market your best talents to help your best clients.

Consulting 214

Consulting How To Intellectual Property Meeting 214

Successful Independent Consulting

JULY 28, 2022

Financial stability is one of the top concerns when considering self-employment. I was lucky to invest early in the longest bull market in history, but I'm not a sophisticated investor. Cash flow will be erratic, and it takes time (sometimes years) before you feel confident about making a living as a solopreneur.

Cash Flow 195

Cash Flow Banking Small Business Travel 195

Successful Independent Consulting

MAY 19, 2022

How you “spend” or “invest” your time matters not just to your business and financial success, but also to your quality of life. business development, marketing, etc.). Time is one resource that’s truly irreplaceable.once it’s gone, it’s gone for good. The days whiz by and before you know it, you’re in your fifties. What to track?

Exercises 195

Exercises Development Software Examples 195

Consulting Matters

JULY 14, 2022

How you can achieve substantial success and the financial rewards that come with it by being yourself. She is responsible for developing and executing the company's people strategy to attract, develop and retain top talent to support the company's operating objectives and financial commitments.

Financial 156

Financial Consulting Resources Development 156

Consulting Matters

JANUARY 7, 2019

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.

Consulting 202

Consulting Strategy& Strategy Strategy 202

Successful Independent Consulting

NOVEMBER 30, 2023

Outbound Marketing: Craft engaging content for newsletters, emails, brochures, and LinkedIn posts. If your client is a financial services company, you’ll want a more serious tone than if your customer is Burton snowboards. Doing assessments: Brainstorm questions, format surveys, summarize data, and even design robust reporting tools.

Productivity 195

Productivity Consulting Tools Efficiency 195

Harvard Business

JULY 15, 2022

Digital financial companies are making big claims about financial inclusion — but are failing to disclose data that backs up their efforts.

Financial 99

Financial Data Company Marketing 99

Tom Spencer

OCTOBER 13, 2023

A higher ratio of fee income implies less traditional credit risk and less balance sheet usage (therefore higher ROE) but also implies greater market risk related to securities portfolios and potentially higher revenue volatility related to volatility in capital markets. Valuation Metrics Price-to-earnings (P/E) Price-to-book (P/B) 2.1

Metrics 88

Metrics Banking Balance Sheet Efficiency 88

Tom Spencer

APRIL 8, 2022

I was one of the many that joined this movement to work at a large financial institution, specifically their Global Wealth & Asset Management (GWAM) Strategy team. Driving the initial due diligence and financial analysis on the potential acquisition of a US$1.1B Experience in Internal Strategy. Business as Usual Activities.

Strategy& 97

Strategy& Strategy Strategy Analysis 97

Tom Spencer

NOVEMBER 10, 2023

Hedge funds have long been shrouded in mystery, earning a reputation as lucrative yet elusive vehicles within the financial landscape. Hedge funds have gained increased attention over the years, with their involvement in financial markets drawing interest from investors, media, and the general public. Directional Strategies 1.1

Strategy& 88

Strategy& Strategy Strategy Financial 88

Tom Spencer

OCTOBER 10, 2020

When a payment is made, an electronic instruction is sent to each party’s financial institution to debit or credit an account balance by a certain amount. In contrast, a digital currency can operate on a peer-to-peer network that allows a buyer to settle a transaction directly with a seller without a financial intermediary.

Banking 120

Banking Financial Government Retail 120