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Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., advisors, consultants, recordkeepers, investment only). I do draw from some insights and activity that is occurring in other areas of the financial services market (e.g.,

Finance 150
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Why CEO’s Hire Consultants and Coaches: The REAL Value They Bring with Brad Rex

Consulting Matters

Today, Brad Rex shares the real reasons why executives hire consultants and coaches. Brad had an unconventional start to his career after meeting his boss's boss while studying finance at college. Tune in to hear Brad's incredible journey and get the real reasons why executives hire consultants.

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Want to Start a Consulting Business? 10 Reasons Why You Should!

Consulting Matters

This year marked my official 10 year anniversary of starting my own consulting business. It was back in 2010 when I officially launched my website and grew my consulting business from $0-$300,000 in the first 18 months. And then to complicate my challenges, I found myself in an unexpected divorce that literally decimated my finances.

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The Most Common Money Fears of Consultants & Coaches (and How to Get Over Them)

Consulting Matters

Most consultants and coaches experience fears around money. The presence of money fears can be good if they act as alerts to be strategic about investments and with marketing and sales. The presence of money fears can be good if they act as alerts to be strategic about investments and with marketing and sales.

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5 Recommended Courses To Develop Business Understanding for Consulting

Management Consulted

Today we bring to you some key ways that you can increase your business understanding and, therefore, your effectiveness in consulting. As a consultant, you have to look at things in ways that most people would not. There are other options - including our “Consultant for a Day” exercise or the MC Consulting Bootcamps.

Course 184
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Need Clients Now? 5 Strategies to Quickly Get More Consulting Clients

Consulting Matters

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. The 5 Tactics.

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Need Clients Now? 5 Strategies to Quickly Get More Consulting Clients

Consulting Matters

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. The 5 Tactics.