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Rule of Thumb #2: Use Behavioral Lenses to Innovate and Adapt to Changes

Steve Shu Consulting

this legislation covers finance and retirement-related considerations. one way to look at this is in terms of an exogeneous event that constituents have to react to (e.g., Maybe it can be part of a Spring-cleaning or offsite event for your company. ” Marketing Letters 23, no. For those unfamiliar with Secure Act 2.0,

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Investment Banking 101: Understanding the Industry

Tom Spencer

Investment bankers work on behalf of both individual and institutional clients to raise capital by issuing securities, as well as to advise clients on financial matters such as mergers, acquisitions, and other corporate finance activities. Investment bankers may also be involved in the creation and distribution of new securities.

Banking 88
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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. For instance, the payout might increase with the wind speed recorded for a hurricane.

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Embracing Experiential Learning

Tom Spencer

A few experiential learning opportunities to look for on campus include consulting clubs, finance clubs, student government, and technology development teams. As a result, students get a glimpse into what working in a particular space may feel like such as consulting, finance, politics, or technology. Opportunities on-campus.

Finance 88
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What Do Creative Marketers Look Like?

The Fearless Marketer

Judy is one of the most creative (and effective marketers) of her professional services that I have ever met. Not only that, she’s really enthusiastic about her marketing. Judy went on to grow her business very successfully over the next three decades and continues to market it in creative ways. Cheers, Robert.

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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).

Banking 78
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Strong Economy – Strong Buy-Sell Market

Martinka Consulting

Second question: is there similar activity with larger companies, small, mid-sized, and lower middle market firms? Barlow research – Two-thirds of lower middle-market business owners are expected to retire. It’s because we had a little event 10 years ago affectionately called the “Great Recession.” And guess what?