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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. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

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Internal Strategy: Lessons Learned (1 of 2)

Tom Spencer

I initially started out my career in management consulting, exited to an internal strategy team in industry, and pivoted back to consulting. This two part article series will provide valuable perspective for those who are considering internal strategy teams as their next career option as I unveil my personal thoughts and experiences.

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Startup Businesses with Professional Consulting Services

Business Consulting Agency

They help define clear business objectives, value propositions, revenue models, and growth strategies that align with market trends and investor expectations. Market Validation and Product Development Consulting services play a crucial role in validating market demand and refining product/service offerings for startups.

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Why Do Management Consulting Firms Hire MBAs?

Steve Shu Consulting

Prior to my current role, I spent many years in the traditional management consulting space. As I see it, the traditional segment of the management consulting industry values MBAs primarily because it facilitates a plug-and-play kind of model where people are interchangeable and can start working on a broad swathe of business problems.

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4 Different Strategy Perspectives to Consider at Your Next Strategy Retreat

LSA Global

Different Strategy Perspectives to Consider to Get You Where You Want to Go Effective corporate strategies clearly plot how an organization translates its limited resources and initiatives into a corporate vision for success. This requires investing the time to consider different strategy perspectives.

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Transitioning from Management Consulting to Corporate Strategy/M&A – the Interview Process

Tom Spencer

Many management consultants hardly complete two or three years in their jobs before they realize that there’s more to life than consulting. As a former consultant who decided to move from consulting to industry, I would like to share my personal journey on how I landed my opportunity in corporate strategy/M&A. Corporate Strategy.