article thumbnail

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. We talked about the recently passed Secure Act 2.0 Where does this leave us?

article thumbnail

Lessons From Events

Martinka Consulting

Financing options, the bank and more. We had to hustle to end at 9:30 so all-in-all, a very successful event. Besides giving overviews of our respective business we discussed: Strategies and tactics the operating company representatives have used to grow their business. Having a strategy and matching it to value drivers.

Banking 40
Insiders

Sign Up for our Newsletter

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

article thumbnail

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

Consulting Matters

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?” Here's a sample script you can use when meeting someone at a networking event : Make Personal Contact.

article thumbnail

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

Consulting Matters

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?” Here's a sample script you can use when meeting someone at a networking event : Make Personal Contact.

article thumbnail

The Emergent Career Strategy - Practical Considerations

CaseInterview.com

I recently wrote an article about the difference between Planned vs. Emergent Career Strategies. The emergent strategy sometimes reveals itself in the process of pursuing the original career plan. To oversimplify, there are three ways to manage downside risk: reduce the probability of a bad event happening.

article thumbnail

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
article thumbnail

Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

Jason Oh is a Senior Associate at Strategy& Previously, he was part of the Global Wealth & Asset Management Strategy team of a large financial institution and served EY and Novantas in their strategy consulting business with industry focus in the financial services sector.

Banking 78