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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. Now, they are in network with all the major insurance companies and have a major partnership with Wounded Warrior Project.

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How the Financial World Adapts to Climate Change

Tom Spencer

Knowing the ins and outs of upcoming trends in finance is indispensable for any aspiring consultant. A prime example for such a question is how finance is adapting to the issue of climate change, and might assist its mitigation. Green Finance. Resilience Bonds.

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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. Distribution Channels The wealth management landscape consists of a range of distribution channels, ranging from high touch (i.e.,

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Creating Value in Insurance M&A

BCG

This article is based on “Influencing Outcomes in a Consolidating Insurance Industry: Three Keys to Value Creation,” by Pia Tischhauser, published in January 2016 in The Geneva Association’s Insurance and Finance Newsletter. Although not quite at the stage of mania, mergers have been sweeping the global insurance industry.

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Example Companies Involved with Behavioral Economics

Steve Shu Consulting

BeSmart at Boston Consulting Group. Lemonade: Lemonade Renters & Home Insurance | Protect The Stuff You Love. Voya: Behavioral Finance | Voya For Professionals. I also see more independent consultants in this space as compared to what I used to see 10 years ago. BEworks – Home – BEworks. NEST: [link].

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Why consulting?

Management Consulted

Last week we held an MC exclusive subscriber giveaway contest – entrants told us in 200 words or less how they became interested in consulting. The prize for best answer was a FREE Consulting Case Bank and The Consulting Bible 3rd edition – a HUGE giveaway – so we weren’t surprised when we heard from so many of you.

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Self-Employed? Prep for Tax Season to Save Big

Successful Independent Consulting

Tax season is probably the most important time for independent consultants to think like business owners. Sole proprietors qualify for deductions too, even if you only consult part time. To set up an HSA, you also need a corresponding high-deductible, HSA-compatible health insurance plan. This Tax Tip Can Save You Thousands!

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