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. Strategies for capturing the tremendous value you offer in a course. and got to work creating her first online course. Links: Christy's website: [link].

Course 296

Course How To Financial Consulting 296

Tom Spencer

APRIL 8, 2022

I initially started out my career in management consulting, exited to an internal strategy team in industry, and pivoted back to consulting. This two part article series will provide valuable perspective for those who are considering internal strategy teams as their next career option as I unveil my personal thoughts and experiences.

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

MAY 24, 2024

Diversify Revenue Streams One fundamental strategy for business resilience is to diversify revenue streams. Although it is fairly common for a successful business to generate 80% of its profits from 20% of its products, relying heavily on a small number of products, services, or markets exposes a business to significant risk.

Strategy 88

Strategy Strategy& Strategy Cash Flow 88

The Fearless Marketer

AUGUST 3, 2020

I recently sent an email to those in my current Marketing Action Group Program sharing about my, ahem, “Marketing Genius.”. In fact, after the financial crisis of 2009, I had the best four years ever in my business. Do I have a strategy that nobody else uses? If you are, you can be a marketing genius, too! #1

Marketing 107

Marketing Sales Financial Strategy 107

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. Therefore, your pricing strategy is an essential aspect and extension of your consulting brand.

Consulting 263

Consulting eBook Financial Resources 263

Tom Spencer

APRIL 15, 2022

This article continues on from Part 1 , in which I shared some of my experiences of working with an internal strategy team at a large financial institution, and some of the main projects and activities I undertook. In this article, we will explore the 7 main differences between internal strategy and management consulting.

Strategy 88

Strategy Strategy& Strategy Financial 88

Consulting Matters

JANUARY 17, 2020

You also don’t need to become some marketing guru to land work with the C-Suite. Understands business drivers, challenges, competition, goals and strategies. Speaks the language of business – financials, data and analytics. HINT: This trait might be key to understanding your unique and marketable expertise.

Methodologies 207

Methodologies System Data Financial 207

Tom Spencer

AUGUST 29, 2020

MMM assists marketers in optimizing future spends and maximizing effectiveness (i.e. We can construct a regression equation that considers the proportion of investments in different marketing channels and develop an algorithm to maximize revenues. Reading Time: 4 minutes. it establishes which mediums are working better than others).

Marketing 97

Marketing ROI Sales Advertising 97

Tom Spencer

JUNE 7, 2024

The root problem is the disconnect between strategy and innovation. Priorities might include developing new products, expanding into new markets, enhancing the customer experience, increasing operational efficiency, or embracing sustainability. Business unit and functional-level strategies (e.g.,

Strategy 88

Strategy Strategy& Strategy Intellectual Property 88

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

Management Consulted

JANUARY 1, 2017

Check out our breakdowns on Profitability , Market Sizing , and Market Study to become a complete expert on any kind of framework you’ll need in your case interview. – Financial Acquirer, like a PE firm. – Financial Investor, like a hedge fund. This comes down to 4 key areas: – The Market.

Case Interview 154

Case Interview Interviews Intellectual Property Cash Flow 154

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). In this article, we’ll explore the fundamentals of PLG, its benefits, and how businesses can successfully implement this strategy to drive sustainable growth.

Productivity 78

Productivity Marketing Sales Methodologies 78

Management Consulted

APRIL 2, 2017

Strategy& (PwC). Ask any consultant about the Middle East, and Booz (now Strategy&) will be the first name on their lips! A little later, Booz was acquired by PwC and rebranded as Strategy& Now that our little history lesson is complete, let’s continue. Here we go! McKinsey & Company. McKinsey at #4?

Oliver Wyman 160

Oliver Wyman Consulting Deloitte Real Estate 160

Steve Shu Consulting

FEBRUARY 1, 2018

Is the problem statement a broad one to simply formulate strategy? Perhaps it is about assessing the atrractiveness of services A, B, and C in a particular market? Or perhaps it is about a financial assessment of competitiveness from a risk management perspective? Not focused enough.

Analysis 150

Analysis Tools Resources Financial 150

LSA Global

DECEMBER 2, 2024

The Impact of CEOs on Strategy: Driving Vision and Execution Stakes are high for CEOs; almost 25% of Fortune 500 CEOs are dismissed each year. We know from leadership simulation assessment data that the impact of CEOs on strategy matters. Can your CEO drive cohesion and a sense shared sense of purpose?

Strategy 61

Strategy Strategy& Strategy Leadership 61

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

Consulting Matters

DECEMBER 7, 2018

Invest in a strategic partner who can help you create a website that has: A solid strategy based on the demographics AND psychographics of your ideal client and how you can help them. MISTAKE #2: LACK OF A SUSTAINABLE PRICING STRATEGY. Here’s the logic of my initial pricing strategy. Clear site visitor calls to action.

Consulting 223

Consulting How To Intellectual Property Meeting 223

Management Consulted

FEBRUARY 5, 2017

In the New York office, the industries McKinsey caters to are financial services, health care services, advanced electronics, aerospace and defense, and TMT (technology, media and telecommunications). The office is incredibly diverse, with some of the best talent from 35+ countries and folks that speak 29 languages.

Consulting 157

Consulting Deloitte Bain McKinsey 157

Consulting Matters

DECEMBER 7, 2018

Invest in a strategic partner who can help you create a website that has: A solid strategy based on the demographics AND psychographics of your ideal client and how you can help them. MISTAKE #2: LACK OF A SUSTAINABLE PRICING STRATEGY. Here’s the logic of my initial pricing strategy. Clear site visitor calls to action.

Consulting 214

Consulting How To Intellectual Property Meeting 214

Management Consulted

JULY 2, 2017

Sometimes called the “Cradle of Liberty” for hosting the instigation of the American revolution, It was founded by puritan colonists from England and soon became the political, religious, commercial, financial and educational center of the New World. Well, they all took place in Boston. Pretty interesting, eh?)

Oliver Wyman 72

Oliver Wyman Mercer Consulting Deloitte 72

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

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 93

Marketing Company Information Technology Information Technology 93

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

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

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 System 147

Successful Independent Consulting

NOVEMBER 30, 2023

Use prompts like "Generate ideas for improving client engagement" or "Brainstorm innovative strategies for project XYZ." Outbound Marketing: Craft engaging content for newsletters, emails, brochures, and LinkedIn posts. Drafting Assistance - Let ChatGPT assist in drafting proposals, reports, or blog posts.

Productivity 195

Productivity Consulting Tools Efficiency 195

Tom Spencer

APRIL 7, 2023

This article will explore some of the most notable examples of AI in consulting, including its use in market research, strategy development, and operational optimisation. Market Research One of the most significant applications of AI in consulting is in the area of market research.

Examples 88

Examples Consulting Management Tools 88

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

CaseInterview.com

MAY 26, 2023

Let’s say a company is looking to relocate to a new market. They may hire a consultant to advise on ideas for gaining market share. They may mix separate issues or expect that their previous strategies will work in a new market. This group mainly targets financial advisory roles within a business.

Management 105

Management Consulting Bain Deloitte 105

Consulting Matters

MARCH 27, 2020

For many who are dealing with layoffs right now, it's a career hit, in the middle of a health crisis, in a market where no one is hiring. I had gone through a divorce that decimated me financially. I sit with their shame and fear as they find their courage to pursue the entrepreneurial dreams that the layoff simply accelerated.

Banking 245

Banking Talent Interviews Course 245

Markovitz Consulting

AUGUST 19, 2020

Peter Golder and Gerard Tellis’s seminal study of 500 brands in 50 product categories reveals that almost half of market pioneers fail. In fact, the greatest long-term success belongs to companies that enter a market and become leaders about 13 years after these first movers. Problem: lack of clarity around strategy.

Guidelines 140

Guidelines Operations Talent Sports 140

Tom Spencer

AUGUST 11, 2023

Enhanced Data Collection and Analysis Traditionally, finance professionals have relied on a multitude of sources for market news including economic reports, company updates, earnings reports, and management presentations. By processing extensive amounts of data, AI algorithms can identify patterns, trends, and market sentiment.

Finance 78

Finance Analysis Data Financial 78

Consulting Matters

JUNE 30, 2020

Read on if you'd like some instant validation that consulting is right for you and insight into the predictable challenges that most consultants face and strategies for overcoming hidden barriers to success. I started my own business due to the] uncertainty in the job market. Now the biggest challenge - marketing!

Study 156

Study Consulting Survey Methodologies 156

Successful Independent Consulting

NOVEMBER 29, 2024

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! ~ ~ ~ Related Resources: Is It Time to Consider a Fixed Fee for Your Consulting Services? for year one, $165 for year two, and $172.50

Policies 195

Policies Examples Benchmarking Consulting 195

Consulting Matters

JULY 21, 2022

Are you ready to nail your messaging and rock your copy to stand out in the market and attract, impress and convert clients? Guest bio: Chief Executive Officer with 15+ years of experience delivering exceptional customer-service, high associate morale, and strong financial performance across a variety of sectors and disciplines.

Sales 156

Sales Real Estate Consulting Resources 156