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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. On-campus engagements are opportunities for students to engage with their peers in a productive environment. Opportunities on-campus. A personal project could be anything.

Finance 88
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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

By the end, you will be able to: Understand the difference between Wealth Management and Asset Management Describe the types of products and services offered by wealth management firms Understand how wealth management firms make money Identify key wealth management distribution channels 1.

Banking 78
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Navigating the Crossroads: Project Management vs. Project Accounting Software

Progressus

Increased Productivity: Streamlines project workflows, reducing time wasted on administrative tasks. Optimizing Resource Allocation and Project Scheduling Problem: An event planning business struggled with overbooking and underutilizing its staff across multiple projects.

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Wealth Management: Building and Protecting Fortunes

Tom Spencer

For example, a wealth manager may recommend that a client purchase a specific type of insurance to protect their assets from unexpected events such as death, disability, or critical illness. This may include setting up insurance policies, creating a retirement plan, and other risk management strategies.

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How To Pitch A Disruptive Business Plan

Tom Spencer

In this post, I will share three insights from the pitching event that might be of interest to students, start-ups, and those in disruptive businesses. Introduction To The Event. The event is held on an impressive campus, and tackles disruption from all angles. But enough about the event; here are three lessons I learned.

How To 121
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PM vs PMM: Where do you fit?

Tom Spencer

In technology and software companies, there are product management (PM) and product marketing management (PMM) roles. They both focus on a product, so how do they divide the tasks that need to be done? So, what happens to other tasks like product strategy? People often ask, what is the difference between the two roles?

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Need Clients Now? 5 Strategies to Quickly Get More Consulting Clients

Consulting Matters

This helps discern where to focus your time, money and efforts and keeps you from being busy but not productive. Attend Networking Events. Choose events that your ideal client will be attending (vs. When you are at the event, practice using a more conversational and branded response to the question “So, what do you do?”