Consulting Matters

JANUARY 27, 2022

What makes Dan unique is how much he trusts himself and his ideas. That trust has allowed him to refine his focus on his business to be all about risk and resilience. He has been an expert advisor to insurance and risk professionals. How to trust that your ideas have something to offer others and the world.

How To 156

How To Insurance Insurance Consulting 156

Organizational Talent Consulting

SEPTEMBER 17, 2023

Trust is not something to ignore. Some of the most successful leaders and companies attribute their success to high-quality, trust-based relationships. Microsoft, for example, promotes that business value is achieved through trust, love, and loyalty. Being trustworthy takes credibility, which is not inherent to being a leader.

Emotional Intelligence 88

Emotional Intelligence Leadership Energy Survey 88

Tom Spencer

JUNE 30, 2023

By the end, you will be able to: Understand the difference between Wealth Management and Asset Management Describe the types of products and services offered by wealth management firms Understand how wealth management firms make money Identify key wealth management distribution channels 1.

Banking 78

Banking Management Real Estate Insurance 78

Organizational Talent Consulting

AUGUST 28, 2023

Building trust is increasingly challenging and vital for executive leadership teams. Trust is the currency of any business and is what holds a business together during change. Trust is the currency of any business and is what holds a business together during change. Distrust in society is breeding polarization.

Leadership 73

Leadership Journal Research Energy 73

Consulting Matters

NOVEMBER 17, 2022

Ready to take your place as a trusted advisor and strategic partner to the C-Suite? And I'll be sharing these fundamental principles in this episode. Why your position will never be on the org chart. And be sure to let your colleagues who want to work with executives know about it too.

Consulting 156

Consulting Marketing Strategy Strategy 156

Steve Shu Consulting

AUGUST 17, 2016

In my book, I describe how colleagues and I created an app to help retirees plan for their retirement journey with guidance from a financial advisor. The upshot of our design approach was to try to change the relationship between the advisor and retiree. We wanted advisors to evolve to become trusted financial and life advisors.

Financial 150

Financial Software Productivity Tools 150

Consulting Matters

FEBRUARY 10, 2022

In this episode, you'll hear: How being yourself gives you the freedom to create a business that aligns with your strengths. Next steps: Be you! Take time to reflect and trust your gut. Be specific about who you want to work with and focus on character. A blank slate allowed him to envision something he hadn't seen.

Intellectual Property 156

Intellectual Property How To Video Interviews 156

Consulting Matters

NOVEMBER 23, 2022

I learned that if we want to be treated and paid as a strategic partner, we must position ourselves that way. And it's key from a marketing standpoint because the truth is the role of a strategic partner and executive advisor isn't on the org chart and shouldn't be, which I'll explain why in this episode. The Pair of Hands Trap.

Consulting 156

Consulting Leadership Operations System 156

Organizational Talent Consulting

FEBRUARY 20, 2023

I inherently trust most people. Deciding whether to trust or not is always important. A recent large-scale global trust study found that less than one in three people would help those with whom they disagree. Being trustworthy is a life-changing leadership habit. It is oxytocin that increases feelings of well-being.

Leadership 67

Leadership Chemicals Meeting Study 67

Consulting Matters

FEBRUARY 11, 2020

If you really want to make money and a difference as a consultant or coach, you can't get there by being nice. You have to be good. The office of an executive advisor was created thousands of years ago, at the same time the office of the king was established. And this is why being "nice" doesn't cut it. It's an old one.

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Consulting Leadership Case Interview Ethics 207

Chad Barr

OCTOBER 25, 2023

The insights you’ll uncover could be game-changing for your business and personal growth. Assume the role of a top-notch [consultant and advisor and expert] to [identify your audience] and resolving [topic of interest] challenges. There will be about 20 of us. I am interested in [insert topic of interest].

Strategy 52

Strategy Strategy Strategy& eBook 52

PM Alliance

DECEMBER 15, 2023

Facility relocation projects can be long and complex efforts. Before committing to a new location, developing the move schedule, and finalizing the project plan , you should conduct a site assessment to identify any changes that need to be made to meet your needs and be ready for move-in.

Productivity 83

Productivity Engineering Report Groups 83

Henry DeVries

AUGUST 15, 2019

Make no mistake, if you are a trusted advisor or small business owner, you are being judged and there will be a reckoning. When it comes to customer expectations, are you crushing it or getting crushed?

Small Business 85

Small Business 85

Johanna Rothman

DECEMBER 2, 2022

If you don't have experience in a role similar to the client's role, you might have a very difficult time showing your competence , building trust , and discovering shared interests. (As That competence, trust, and shared interests means that coaches who are supposed to coach at several levels often fail at several of those levels.

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Agile System Productivity Management 109

Action Plan

APRIL 19, 2023

So, how do we persuade people without being pushy or manipulative? If you want people to take action based on what you say, they have to trust you. And that means being honest, transparent, and straightforward. It also means being open and vulnerable. And, by the way, I find you don’t really need to pitch.

Ethics 52

Ethics Marketing 52

Johanna Rothman

OCTOBER 31, 2023

Several of my trusted advisor clients have asked this question, “Why do I need to choose between effectiveness and efficiency? Worse, if people have to estimate future work, they will be wrong. Worse, while that prototype might be effective, it's inefficient for their current work. Why can't I have both?”

Efficiency 102

Efficiency Management How To Consulting 102

Consulting Matters

OCTOBER 14, 2021

Adam's 3-step coaching model and how authenticity is the result is the journey of knowing yourself, loving yourself, and trusting yourself. I don't know if I would be here without it. As a coach and advisor, he specializes in helping clients apply a greater understanding of self to the practice of leading and empowering others.

Consulting 156

Consulting Efficiency Video Course 156

LSA Global

OCTOBER 4, 2022

Creating Solutions that Are Embraced by Buyers How to ensure a seat at the table and create the highest probability that your recommendation will be embraced by increasing customer receptivity and being more buyer-centric. Job Relevance 100% Satisfaction 163% Knowledge Gain 98.8% Net Promoter Score.

Company 36

Company Consulting Sales Training 36

Jerry Fletcher

NOVEMBER 21, 2020

One of our speakers was talking about interactive activities that could be used working virtually and taking advantage of the breakout room capability available in Zoom and other virtual meeting tools. In it she discussed her reaction to finding a would-be local politician behind the knock on her door. To be memorable you take a stand.

Marketing 98

Marketing Consulting Exercises Meeting 98

ConsultX

AUGUST 17, 2021

Fairly obviously, getting clients is critical to the success of a Business Consultant, Coach, or Advisor. Benefits for the Client The Business Owner(s) They will have the help of a Trusted Business Success partner who intimately understands their unique business There will be defined visions, plans, and goals to work toward.

Consulting 52

Consulting How To Meeting System 52

Johanna Rothman

JULY 11, 2023

She feels that those meetings might cause her managers to feel unsafe, as if she doesn't trust them. She feels that those meetings might cause her managers to feel unsafe, as if she doesn't trust them. But as Tim's trusted advisor, I worried about the third. I trust them implicitly!” She nodded. She frowned.

Meeting 82

Meeting Guidelines How To Policies 82

Brimstone Consulting

OCTOBER 25, 2021

Partner Effortlessly: Be easy to work with; 2. Have Guts: Lead with the head and the heart and be willing to have the tough conversations others seek to avoid. Stay Curious: As a lifelong learner, I want to always be exposed to new things and stay relevant. . Trusted Advisor. Q&A with Sara Sheehan.

Change Management 81

Change Management Leadership Development Meeting 81

Effective Managers

MARCH 10, 2024

In the world of consulting, a distinction is often overlooked: the difference between the industry at large and the profession of management consulting. This distinction is crucial, as it separates those who simply sell hours for dollars from those committed to a higher standard of service, ethics, and accountability.

Industry 52

Industry Consulting Ethics Management 52

Tom Spencer

OCTOBER 1, 2021

An instructive business model for consulting firms might be that of Eden McCallum , which exclusively works with freelance consultants who the firm hires only for the duration of a specific project. Most business-coaches and leadership advisors tend to gloss over the simple need to keep things organised and transparent.

Groups 88

Groups Meeting Leadership Media 88

Consulting Matters

MARCH 31, 2020

If you say and do nothing, you might be perceived as out of touch and irrelevant. If you say and do nothing, you might be perceived as out of touch and irrelevant. If you get super aggressive, you might be seen as an ambulance chaser. Pivot webinar descriptions, content and calls to action to be relevant to today's time.

Marketing 156

Marketing Consulting Meeting Talent 156

Successful Independent Consulting

DECEMBER 30, 2017

Over the last 20 years I’ve interacted with probably a thousand management consultants, from local independent practitioners to global “big four” advisors. Over the last 20 years I’ve interacted with probably a thousand management consultants, from local independent practitioners to global “big four” advisors. Really listens!

Consulting 170

Consulting Emotional Intelligence Meeting Conference 170

Rod Burkert

MARCH 3, 2020

Thanks to each of you for being here. But several people asked how we could move our prospects up on the Trust/Believability axis. That seems like that would be more in our control, right? So let’s see what we can do about building Trust into our marketing. What can you do to create trust along these three axes?

Marketing 90

Marketing How To Case Interview Conference 90

Harmonious Workplaces

DECEMBER 27, 2023

Increased Time and Resource Expenditure: The recruitment process can be time-consuming and resource-intensive, involving advertising, screening, interviewing, and negotiating offers. Retained search firms and recruiters play a crucial role in attracting and retaining human capital in organizations across cultures (Allen & Vardaman, 2017).

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Recruiting Recruitment Meeting B2C 98

Organizational Talent Consulting

JANUARY 30, 2023

Even though conflict may be uncomfortable, it is productive to have ideas challenged so we can learn and grow. Beyond employee productivity and well-being, a study of 2195 employees found that one in ten cases of conflict results in employee turnover. Don’t miss out on that because of your need to be right or avoid conflict.

How To 52

How To Productivity Leadership Energy 52

Alan Weiss

MARCH 16, 2021

When we talk about methodology and “how” we do things before we establish a trusting relationship with a true buyer, we’re trying to pull the sled, not allow the sled dogs to pull us. Yesterday, a woman was explaining how her proposal was being bounced all over the place. Or think about the fast food industry.

Methodologies 52

Methodologies Training Training Industry 52

Tom Spencer

JUNE 6, 2021

AI refers to a range of technologies that allow computers (or robots) to perform tasks commonly associated with intelligent beings. Stanford Professor Andrew Ng has stated that “machine learning is the science of getting computers to learn without being explicitly programmed”.

Industry 88

Industry Consulting Management Emotional Intelligence 88

Jerry Fletcher

MAY 8, 2021

Better words will be more neutral. I find that it is best to be direct. In most cases the answer will be that some metric in the sales equation is off. Be sure to ascertain sufficient background information about the industry and cyclical changes to put the symptom in context. Meeting name. Often this is a narrow view.

Meeting 52

Meeting Marketing Consulting Case Interview 52

Chad Barr

AUGUST 16, 2023

I challenged it to be inventive and align labels with the days of the week. Here’s its first attempt: Day Theme Content Day 1: Marketing Monday Maximizing Digital Outreach Share insights on the latest digital marketing trends and how they can be implemented to reach new audiences.

Case Interview 52

Case Interview Trends Media Tools 52

Peter Stark

AUGUST 20, 2023

This can be a peer in a similar position, an internal customer, or a senior leader. Providing leaders with a manager and a mentor to go to for help, ensures the leader has the needed advice and assistance to be successful in their new position. It is not uncommon to hear: “We have an almost all-new leadership team.”

Leadership 48

Leadership Development Strategy Strategy 48

Consulting Matters

JANUARY 21, 2019

Both types of consultants want and need to be profitable and deserve equitable compensation for their contribution. But the latter group also wants to be PROPHET-able meaning that they can hold their own with senior leaders and speak truth to power to encourage the creation of socially just workplaces. It's a very old one.

Consulting 204

Consulting Groups Examples Talent 204

Brimstone Consulting

OCTOBER 7, 2020

But it does require doing some assessment of yourself and taking a hard look in the mirror—then being able to accept what you see. The great leaders we’ve worked with have the guts to admit that they are not perfect, that they could be part of the problem. Do you have trouble trusting people? What are your blind spots?

Development 76

Development Construction Leadership Culture 76

Organizational Talent Consulting

MARCH 20, 2023

Leaders must focus on delivering results and being responsive, or fall behind. Psychological safety is a condition when you feel included, able to learn, contribute, and provide critical feedback without fear of being embarrassed, excluded, or penalized. Calling yourself a leader is easy.

Leadership 59

Leadership ROI Survey Hotels 59