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

Steve Shu Consulting

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., Save(d) by Design Loss Aversion Calculator (personalized finance tool) Personalized Pension statement Personalized video technology with live action.

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. He applied for a financial manager job at Disney and was one of 1400 candidates. Brad had an unconventional start to his career after meeting his boss's boss while studying finance at college.

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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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Is Behavioral Economics Used in Business?

Steve Shu Consulting

Back in 2010, I was part of a team that started one of the early behavioral finance centers with one of the investment manufacturing firms in the United States. Here are a few examples of how the field of behavioral economics has touched business in my corner of the world relative to behavioral finance: Voya Financial – [link].

Mercer 186
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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. Consulting is a relationship business and the things you put into place like high-quality website and content do more than attract a lead. The 5 Tactics.

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Managing Overwhelm

Jacq Hackett Consulting

There are days as a consultant when things are going wonderfully. And you pat yourself on the back for making such a smart decision by making the move to consultancy. You realise it’s the end of the quarter and you still haven’t figured out a system for sorting out your finances. Seriously this changed my consulting life!

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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. Consulting is a relationship business and the things you put into place like high-quality website and content do more than attract a lead. The 5 Tactics.