Consulting Finance Marketing Video 
Steve Shu Consulting
MARCH 7, 2019
This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., 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.,
Consulting Matters
APRIL 13, 2023
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. Tune in to hear Brad's incredible journey and get the real reasons why executives hire consultants.
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Management Consulted
OCTOBER 12, 2014
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.
Consulting Matters
JANUARY 7, 2019
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. Your mindset still has to be one of service and value for what you bring to the table vs. letting fear and need drive your marketing. The 5 Tactics.
Consulting Matters
JANUARY 7, 2019
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. Your mindset still has to be one of service and value for what you bring to the table vs. letting fear and need drive your marketing. The 5 Tactics.
Tom Spencer
OCTOBER 24, 2020
Most MBA programs teach the same core topics: finance, marketing, human resources, negotiations, strategy, consulting and organizational management. Video calls. Video calls can be difficult to coordinate due to time differences and busy schedules. However, it is really valuable to have the direct interaction.
Consulting Matters
FEBRUARY 3, 2018
It is the result of choice and whether or not the consultant has taken charge of the positioning process. Unlike other roles in an organization, consultants hold no formal position on the organization chart. It is up to the consultant to carve out the position. The client then hires a consultant to implement the solution.
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