Tom Spencer

JUNE 1, 2019

Large mutual funds have strong relationships with banks, where they are able to pay a trailer fee to bank investment advisors to market their product. For instance, if a client goes to meet a financial advisor to talk about opening a savings account, the topic of mutual funds can be brought up.

Management 60

Management Retail Banking Benchmarking 60

Epicflow

SEPTEMBER 19, 2022

In particular, the high level of PMM means that: Projects are delivered on time and budget; Risks and changes don’t derail projects; Projects are aligned with a company’s business objectives; The delivered output meets stakeholder expectations; A company is competitive on the market. .

Management 52

Management Metrics Efficiency Resources 52

MishTalk

DECEMBER 11, 2014

Energy production is extremely capital intense, and often accompanied by negative free cash flow. With oil prices plunging, investors are questioning the ability of some issuers to meet their debt obligations. CJES), postponed financings this month as sentiment soured. Falling crude prices were the catalyst. Energy XXI Ltd.

Energy 78

Energy Marketing Benchmarking Cash Flow 78

Tom Spencer

APRIL 22, 2018

Rather, a strong team will have competencies in diverse fields such as finance, strategic planning (SWOT, PEST, 5-Ps), public speaking, graphic design (creating a beautiful slide deck), and Excel (modeling things like valuations, sensitivity analysis, and graphs). You want to distinguish yourself from the crowd by thinking “outside the box”.

Case Interview 68

Case Interview Benchmarking Analysis Industry 68

1 to 1

JULY 29, 2022

Detecting and understanding customer intent can give brands clarity into what a customer is trying to do beyond what they are saying or clicking on, whether it’s an upsell opportunity, a chance to deepen the customer relationship, increase customer retention, enhance a product or service, or something else.

Data 29

Data Apparel Automotive Balance Sheet 29

Harvard Business

OCTOBER 10, 2017

One reason for the paltry performance is that while other business areas, like sales or finance, are considered to be core functions, innovation is often considered to be something that’s “nice to have” rather than essential. And there’s a fundamental conflict between innovation and optimizing an existing operation.

ROI 28

ROI Operations Enterprise Research 28

Harvard Business

MAY 8, 2017

How successful has the company been at creating new products, services, and business models? How have the firm’s growth, profits, and stock performance compared to a relevant benchmark (NASDAQ for a tech company, for example, or DAX Index for a German firm) during the transformation period? Core r epositioning.

Methodologies 52

Methodologies Culture Metrics Company 52