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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. In simple terms, asset management firms are the ‘manufacturers’ of investment products (e.g., clients can purchase iShares on the RBC Wealth platform).

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Using Cartoons to Get Attention in Emails

The Fearless Marketer

Here’s the opening of an email to executives in the Insurance Industry interested in increasing sales: We’ve all seen this opera a thousand times: Yes, insurance salespeople have been the victim of vicious stereotypes. This opening relies on the stereotype of the obnoxious insurance salesperson.

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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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The Corona Virus for Small Businesses

Consultant Journal

At Consultant Journal, we know many entrepreneurs, small business owners and consultants wonder about the business impact. Think about what’s actually needed for your sales and marketing : Wave or nod instead of shaking hands. Take a look at your cash flow and what a change to sales or staffing could do.

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Management Consulting versus Investment Banking

Management Consulted

The cons of investment banking – the long hours, the repetitive and unengaging nature of the work, the lack of non-finance exit opportunities – mattered far more to me than a 6-figure salary. Banking salaries average 50-100% higher than consulting salaries , with the difference increasingly significant as your seniority increases.

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IBM Consulting Interviews: Navigating the IBM GBS Maze

Management Consulted

As the next installment in our popular Firm Profile series, we take a look at the evolution, reinvention, and current interview tactics of one of the world’s premier consulting firms – IBM. Howe created the IBM Consulting Group in 1992. 1992, IBM unveiled another service called IBM Consulting Group. Enjoy the ride!

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Towers Watson Consulting Interviews and Culture

Management Consulted

TOWERS WATSON CONSULTING. Today’s expose highlights the world’s largest employee-benefits consulting firm. Towers Watson Consulting specializes in HR consulting of all kinds, and risk management consulting in particular, while also counting actuarial and investment consulting practices under its umbrella.