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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management is a comprehensive service that goes beyond investing and provides an individual with advice based on their financial position.

Banking 78
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Use ChatGPT to Boost Your Productivity as a Consultant

Successful Independent Consulting

Recently the Professional Independent Consultants of America (PICA) hosted a members-only roundtable discussion to help people jumpstart their use of this powerful tool. Fine-Tune Descriptions: When using ChatGPT for job descriptions or client-facing documents, pay attention to language nuances. If not, you should be!

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Management Consulting

CaseInterview.com

Management consulting is an industry that offers assistance with this kind of high-level decision-making and problem-solving. Management Consultants help businesses make strategic decisions that directly impact the entire company. They evaluate issues that the client is facing and help them develop action plans for improvement.

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Leveling Up: Consulting Skills for an AI-Powered World

Tom Spencer

This is the seventh of a seven-part series looking at artificial intelligence and its implications for the consulting industry. It’s a skill that allows us to provide valuable recommendations to clients, helping them make data-driven decisions that drive business results.

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Renewable Energy and its Impact on Consulting

Tom Spencer

In this blog post, we will explore how the increased use of renewable energy is impacting the consulting industry, and what consulting companies must do to adapt and thrive in this changing landscape. The industry has gained significant momentum, and also emerged as a major player in the global energy market.

Energy 78
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Bank Valuation: Understanding Key Ratios and Metrics

Tom Spencer

In the previous article , we looked at how banks make money and how they must meet capital requirements. In this article, we will explore the importance of profitability ratios and valuation metrics that are crucial when analyzing banks. We will examine each in turn. That is, net interest income divided by assets.

Metrics 88
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What is consulting?

Tom Spencer

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. In this post, we will explore 3 questions that many students have about consulting: What does consulting mean?