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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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The Balanced Way to Achieve Scale and Sale with CEO Mark Johnson

Consulting Matters

He most recently served as the Chief Executive Officer for Concord Servicing – a company he led to record-breaking growth that culminated in its sale from the founder to a private equity firm. Mark is a sage analyst and strategist who creates results through respect and honoring the system he leads. Mark Johnson [link].

Sales 156
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What gives Charity Managers a leading edge? Balancing commercial management with a social heart

The Management Centre

Chris Chadford, Learning and Development Manager at the Calico Group In this interview Chris Chadford, Learning and Development Manager at the Calico Group, shares his experience of developing managers so they have commercial, financial and innovation skills. Here we have a chat with Chris who shares his experience of the Leading Edge.

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Now Is the Best Time to Raise Your Rates

Successful Independent Consulting

Alternatively, if you’ve worked through an agency, you can guess what the client paid for your services by adding 30% to 40% to whatever rate you were paid. Compare to other professional services. As a consultant and solopreneur, how does your rate measure up against other services like accounting? Set an effective date.

Policies 195
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Fool-Proof Note Taking: The Verbatim Approach

Tom Spencer

As consultants, we are required and recommended to take notes for the meetings we attend. You might not need this specific information, but it might help you later if you need to identify who is who during the meeting. Image: Pexels The post Fool-Proof Note Taking: The Verbatim Approach first appeared on Tom Spencer.

Meeting 88
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Bridging the Gap: From the Consulting Industry to the Management Consulting Profession

Effective Managers

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. Understanding the Consulting Industry The consulting industry is broad and diverse, encompassing a wide range of services, expertise, and methodologies.

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Now is the Best Time to Raise Your Billing Rate

Successful Independent Consulting

Alternatively, if you’ve worked through an agency, you can guess what the client paid for your services by adding 30% to 40% to whatever rate you were paid. Compare to other professional services. As a consultant and solopreneur, how does your rate measure up against other services like accounting ? Set an effective date.

Policies 195