article thumbnail

Wealth Management: Building and Protecting Fortunes

Tom Spencer

A client’s risk tolerance will tend to increase in proportion to their income and investment experience, and decrease inversely in proportion to their age, family or health problems, number of financial dependents, and market volatility. Zuhair Imaduddin is an Innovation Development Analyst at JPMorgan Chase.

article thumbnail

How to build a Marketing Strategy from scratch?

Consulthon

Hi All, I am a finance educated professional and I have recently established my own company. I am not aware what is a good marketing plan and I would need your tips and tricks if you have experienc.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The ONE THING You Need to Make a Successful Leap Into Consulting or Coaching

Consulting Matters

Therefore seek out specialized support, mentorship and education from others who have "been there, done that" and encouragement from others who are in the same boat you are. Guides : Specialized support that can help you specific things you need such as finances, web development, legal issues, social media marketing, etc.

article thumbnail

Alternatives to a Traditional Summer Internship

Tom Spencer

Although these are not “traditional” business internships, these experiences can teach professional and leadership skills, and educate you about certain industries. For the other, they helped create marketing materials to acquire more donations. Student Organizations focused on Consulting, Finance, or Technology.

Finance 88
article thumbnail

Finance Can Be a Noble Profession (Yes, Really)

Harvard Business

When I ask students graduating from Harvard Business School what they’re doing next, I often get some version of “I’m going into finance but…” Then they quickly explain that finance is just a way station on the route to nobler goals. And it is truly fascinating.

Finance 28
article thumbnail

Consultants’ Conference Features Innovative Open Space Technology

IMC USA

We know that peer-to-peer education at conferences is a preferred way consultants want to learn,” said IMC USA VP of Marketing Jennifer Beever. The theme of the 2019 Consult-Con conference is Vroom! Accelerate Your Practice and Enjoy the Ride. Learn more at www.imcusa.org/page/ConsultCon2019. “We

article thumbnail

Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

An equity researcher also conducts industry research to understand the broader economic and market conditions that may affect a company’s performance. This analysis helps them to identify a company’s strengths and weaknesses, and to make projections about its future performance.