Consulting Matters

JANUARY 7, 2019

When you stand in your worth and use techniques to transition a smaller paying request into a larger consulting engagement - you'll not only relieve your immediate financial needs but also set yourself to grow and scale your profits.

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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.

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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.

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Consulting Finance Financial Strategy& 246

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

Tom Spencer

MAY 24, 2024

Diversify Revenue Streams One fundamental strategy for business resilience is to diversify revenue streams. Adopt Conservative Financial Management Maintaining the financial health of a business is paramount if one hopes to thrive during periods of economic challenge.

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Strategy Strategy& Strategy Cash Flow 88

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

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Strategy Strategy& Strategy Financial 88

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. All rights reserved. [3]

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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.

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Tom Spencer

JUNE 7, 2024

The root problem is the disconnect between strategy and innovation. Embed strategy into the innovation process Once a business’ strategic priorities and unique advantages are defined, the business can focus its resources on innovation projects that align with its priorities in a way that leverage its strengths.

Strategy 88

Strategy Strategy& Strategy Intellectual Property 88

Tom Spencer

JUNE 18, 2022

As part of a consulting engagement or broader enterprise strategy alignment, you can expect to plan and run an offsite at one point of your career. So whether you are running a small executive team offsite, or one for a larger group, here are five tips I’ve used to plan a successful strategy offsite.

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Strategy Strategy& Strategy Meeting 88

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. This can include wanting to do holistic innovation that touches on service, products, and applications.

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Mercer Finance Financial Leadership 186

Successful Independent Consulting

MARCH 11, 2022

Do you specialize in a particular industry like biotech, financial services, or the tech industry? You can add bells and whistles later as your business grows (a nice logo, SEO, a content marketing strategy, etc.). What is the market segment or industry of your ideal client? For example, start-ups, middle-market, or global companies?

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Industry Examples Marketing Engineering 370

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?

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Strategy Strategy& Strategy Leadership 61

Consulting Matters

JANUARY 17, 2020

Understands business drivers, challenges, competition, goals and strategies. Speaks the language of business – financials, data and analytics. Helps clients anticipate the Customer/Client, Employee, and Financial/Operational impact of business decisions. implementing a methodology.). Political Savvy.

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Methodologies System Data Financial 207

Tom Spencer

FEBRUARY 1, 2020

For instance, financial consultants provide advice to organizations on financial matters. Management Consultants: Management consultants, in practice also known as business consultants or organizational advisors, are consultants who focus on all sorts of organizational concerns from strategy to a variety of elements within management.

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Consulting Matters

DECEMBER 23, 2020

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

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Steve Shu Consulting

JANUARY 3, 2023

So based on these premises, some strategies for companies looking to implement behavioral science include: Look for quick wins opportunistically (e.g., when getting started), while also being realistic. Recognize that it can be hard to predict results ex-ante.

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ROI Journal Financial Study 195

Harvard Business

JANUARY 3, 2025

Corporate executives often use war metaphors like declaring war on the competition to project strength and confidence in their strategies. Research reveals that these aggressive metaphors may provoke negative reactions from a critical audience: financial analysts.

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Research Financial Study Company 90

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

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.

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Harvard Business

DECEMBER 13, 2023

If you’re making complex strategic decisions based off of big, emerging trends in your industry, this episode is for you.

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Tom Spencer

NOVEMBER 14, 2020

Jason Oh works in the Strategy/M&A – Global Wealth & Asset Management team at Manulife. Previously, he was a Strategy Consultant at EY and Novantas with industry focus in the financial sector where he advised on corporate strategy planning, commercial due diligence, and data analytics. Image: Pexels.

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Meeting Productivity Video Tools 192

Chad Barr

JANUARY 15, 2025

Suddenly, the insights go deeper, revealing actionable strategies and powerful trends that might otherwise remain hidden. Prompt #1: Detailed Analysis of Trends and Strategies I asked ChatGPT: “Please provide a detailed analysis, insights for my audience, and strategies to capitalize on these trends.” Cybersecurity.

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Harvard Business

SEPTEMBER 8, 2023

As reliance on data and analytics continues to expand across industries from agriculture to manufacturing, health care to financial services, it stands to reason that the next generation of data leaders will have far-reaching roles that impact strategy, decision-making, operations, and countless other functions.

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Data Development Financial Operations 101

Steve Shu Consulting

MAY 4, 2018

For example, there may be four major workstreams at the top level like assessment, financial modeling, technology options, and business strategy. Organize notes, specimens, analyses, deliverables, potentially by workstream folders and subfolders.

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Successful Independent Consulting

JANUARY 28, 2025

strategy development, market research, transformation initiatives). SolomonEdwards : Provides financial, operational, and technology consulting. Traditional Agencies Business Talent Group (BTG) : Known for high-impact, strategic projects that often require senior-level expertise (e.g.,

Cash Flow 195

Cash Flow Consulting Intellectual Property Resumes 195

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

LSA Global

JUNE 3, 2024

Top 10 Steps to Better Design Strategy Success Metrics Workplace metrics impact workplace behaviors and performance. Strategic buy-in and strategy execution hinges on the ability to measure success accurately and transparently. Designed properly, strategy success metrics provide clear direction, motivation, and accountability.

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Metrics Strategy Strategy& Strategy 56

Consulting Matters

JANUARY 5, 2020

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. Get the Skills, Strategies and Tools to Bring Your Consulting Business to Life in the Business By Design eCourse. as little as 90 days.

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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.

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Consulting How To Intellectual Property Meeting 223

Tom Spencer

AUGUST 30, 2024

Legacy modernization is a daunting challenge – it involves a lot of time, financial resources, and effort. Banks should hire trusted financial software development companies that know the ropes to help smoothly transform the existing infrastructure while also providing end-to-end support in building a powerful Gen AI solution.

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Banking Ethics System Data 88

Harvard Business

OCTOBER 27, 2023

Is it possible to implement corporate purpose in such a way that it achieves multi-stakeholder impact and high financial growth?

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Financial Study Industry Examples 99

Harvard Business

AUGUST 27, 2024

When employees focus solely on achieving their targets, deadlines, or personal financial goals at the expense of ethical considerations — when doing the right thing feels burdensome compared to seemingly less-costly shortcuts — they can teeter on “ethical burnout.”

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Ethics Financial Strategy Strategy& 93

CaseInterview.com

OCTOBER 2, 2021

I’ll share one use of money that often gets overlooked: Optionality When you have sufficient financial reserves (note: I said reserves, not income), you get more options in life. Having financial reserves gives you options (regardless of income level). Of course, I say this as I’m drinking a decaf vanilla soy latte. First Name *.

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Financial Insurance Insurance Resources 104

Harvard Business

JUNE 21, 2024

While digital disruptors have pioneered this approach, established companies are actually often better positioned to take advantage of this “digital growth engine” because they have one thing startups lack: customers. 5) Launch a data and AI-enabled omnichannel customer outreach program, and 6) Transform KPIs, structure, and incentives.

Engineering 93

Engineering Enterprise Data Financial 93

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.

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Consulting How To Intellectual Property Meeting 214