Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., I do draw from some insights and activity that is occurring in other areas of the financial services market (e.g., Save(d) by Design Loss Aversion Calculator (personalized finance tool) Personalized Pension statement Personalized video technology with live action Thanks to Rick Unser for having me recently on his 401(k) Fridays podcast.

Cornell University AEM 6150 Spring 2023 – Applied Behavioral Economics in Finance and Marketing

Steve Shu Consulting

The fall semester has really flown by. We’re in the final stretch. Thanks to all of the students in my research methods class. What hasn’t killed you has made you stronger. I am already mentally trying to prepare for spring teaching.


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Can Collective Intelligence Beat the Market? (with Numerai’s Richard Craib)

Harvard Business Review

Digital transformation Finance and investing Financial markets Financial service sector AudioA new approach to building a trading strategy: crowd-sourcing financial predictions from data scientists.

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6 Factors That Determine Your Company’s Valuation

Harvard Business Review

Investors have a quantitative understanding of how the market values a company. Corporate finance Business management Financial markets Finance and investing Financial performance measurement Corporate strategy Mergers and acquisitions Digital Article

The Emerging Spend Management Sector: Simplifying Your Accounting Processes

Speaker: Spencer Falbo, Principal at Kong Basile Consulting

In this webinar, Spencer Falbo, principal at Kong Basile Consulting will teach you how Spend Management can help to automate many of your processes, making your job as an accountant more efficient.

The Digital Revolution in Trade Finance


Revenues from trade finance now total approximately $50 billion a year. Simultaneously, regulation is making trade finance more costly to supply. But no cost-efficient bank can have a leading presence in every market. To succeed in this challenging and uncertain environment, banks’ trade finance offerings must be agile, low cost, and valued by customers despite the growing availability and safety of alternatives to documentary trade. Article Tuesday, August 30, 2016.

Talk at Hong Kong University of Science and Technology on Behavioral Finance

Steve Shu Consulting

In March 2023, I will be guest speaking to DBA students at Hong Kong University of Science and Technology about implementing behavioral finance initiatives in corporations, an area that I have worked in for more than a third of my three-decade-some working career.

Message to New and Prospective Students for Applied Behavioral Economics in Finance and Marketing (AEM 6150 – Spring 2022)

Steve Shu Consulting

Welcome to Applied Behavioral Economics in Finance and Marketing (AEM 6150)! The course is especially geared toward students who may consider future professions in consumer finance, marketing, product development, data science, or consulting/advisory.

The Cyber Insurance Market Needs More Money

Harvard Business

Cybersecurity and digital privacy Finance and investing Risk management Technology and analytics Digital ArticleSecurities could help give insurers the breathing room they need to keep growing — and meet customers’ mounting needs.

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. And all of her marketing revolves around getting known and offering value. Here are the eight things she continues to do to market HR Answers: 1.

China Faces "Minsky Moment" on Ponzi Financing


Inquiring minds are tuning into a report on the Ponzi finance setup in China. We have described in detail over the past two years how we believe China’s twin excesses (excessive investment funded by excessive debt) will inevitably unwind, causing a substantial slowdown in China’s economy, significantly below market expectations. Our analysis indicates that China’s economy has arrived at that unstable state where speculative and Ponzi finance appear to dominate.

Marketing Yourself Now and Post Pandemic

The Fearless Marketer

Are you starting to think, “How will I market my business after the pandemic is over?” What this looks like is doing all client service and marketing activities by phone, Zoom, and email. This really is the essence of effective marketing for self-employed professionals.

How Blockchain Is Changing Finance

Harvard Business

After all, how do you cut cost from a business or market whose structure has fundamentally changed? Done right, ICOs can not only improve the efficiency of raising money, lowering the cost of capital for entrepreneurs and investors, but also democratize participation in global capital markets. The unstoppable force of blockchain technology is barreling down on the infrastructure of modern finance.

Restoring Shareholder Confidence When Your Stock Is Down

Harvard Business Review

Financial markets Business management Crisis management Financial crisis Finance and investing Digital ArticleWith an aggressive but thoughtful approach, it’s possible to survive a downturn — and even emerge stronger.

How to Successfully Meet the Three Biggest Marketing Challenges

The Fearless Marketer

I like to think I’m a pretty good marketer of my professional services. After all, I’ve been at it for 34 years, read hundreds of marketing books, thousands of articles and studied with the very best marketing gurus. But marketing is still challenging for me and the majority of independent professionals. And we wouldn’t need the thousands of marketing coaches and consultants like me offering services of all kinds to help you attract more clients.

What’s the Hardest Part of Marketing Yourself?

The Fearless Marketer

In my Fast Track Marketing System I divide marketing into seven very specific modules: 1. The Game of Marketing. The Mindset of Marketing. Marketing Messages (Your Value Proposition). Marketing and Selling Conversations. Written Marketing Materials. Marketing Strategies. Marketing Action Plans. After all, most of the other 6 modules are all about preparation to market yourself. appeared first on Action Plan Marketing.

Nail Your Marketing Message in Your LinkedIn Profile

The Fearless Marketer

Your marketing message communicates to the world what your business is about. And your LinkedIn profile is the perfect place to both develop and spotlight your most focused marketing message. This is the fourth of five articles about the 5 Pillars of Marketing, my marketing model that helps get your marketing on track. LinkedIn is one of the most important online tools for marketing your professional services.

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No Saturated Markets, Please

Martinka Consulting

A recent Wall Street Journal has an article on how cellphone carriers are back to giving away phones with a contract or financing phones with no down payment. This is a saturated market. Note to business owners (and buyers): Don’t get stuck in a market that’s pretty much at capacity. The post No Saturated Markets, Please appeared first on Martinka Consulting.

How Blockchain Applications Will Move Beyond Finance

Harvard Business

It’s not surprising that some of the closer-to-market applications of the technology are in the financial sector. See More Videos > See More Videos > The same applies to trade finance and financial assets, where companies such as Digital Asset Holdings (run by JPMorgan veteran Blythe Masters ), Blockstream, and Chain are trying to revolutionize how assets are issued and traded. Currency Financial markets Technology Financial Services Technology Digital Article

Is the Stock Market in Big Trouble?

The Fearless Marketer

Do you remember the stock market crash of 2008? Everyone on the news was saying very clearly, “If the bank bailout bill doesn’t go through, the stock market will probably crash.”. So, that week, I took 100% of my money out of the stock market and put it in cash. And I never trusted the stock market after that. If you haven’t yet noticed, the market is volatile again. Overall, if you’ve invested in the stock market, you’ve done very well over the past 9 years.

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.

Preparation for the Case Interview:  Math, Charts and Market Sizing

Tom Spencer

Min Kim is currently an MBA student at NYU Stern School of Business where she is specializing in Product Management, Business Analytics and Finance. Consulting Interviews case math market sizingLet’s face it. A major portion of the consulting case interview tests your quantitative skills. Consultants work with a lot of data and can spend a significant amount of time crunching numbers.

More Meetings = More Clients

The Fearless Marketer

What is the purpose of marketing? The purpose of B2B marketing is to get meetings with prospective clients. What’s the difference and what does that mean for your marketing? The purpose of marketing is to get meetings with prospective clients.

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. Recently, I asked a few students how people react to their choice to go into finance, and I was greeted with nervous laughter. The usual reactions to misbehavior in finance are outrage or regulation.

Enter the Carpetbaggers: Ukraine's New Finance Minister a US Citizen, New Economy Minister from Lithuania


Ukraine''s just-named "Finance Minister" is a US citizen, and Ukraine''s new "Economy Minister" is from Lithuania. citizen and chief executive of private equity group Horizon Capital, will take over as "Finance Minister". Ukraine has a new finance minister, Natalie Jaresko. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Greek Finance Minister Proposes Greece for Puerto Rico Trade: Should US Accept the Offer?


Greek finance minister Wolfgang Schäuble has a sense of humor. Who knew Wolfgang Schäuble, Germany’s prickly finance minister, had a sense of humor? Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. Today he said to U.S. Treasury Secretary Jacob Lew: I’ll Trade You Greece for Puerto Rico. At a news conference on Thursday, Schäuble chided U.S.

Greece Empties IMF Reserve Account to Pay IMF; Liquidity "Terribly Urgent" Says Finance Minister


Greece emptied an IMF holding account to repay 750 million euros ($840 million) due to the fund, a Greek central bank official said, avoiding default but underscoring the dire state of the country's finances. Made a day early, the IMF payment calmed immediate fears of a Greek default, but Finance Minister Yanis Varoufakis said on Monday the liquidity situation was "terribly urgent" and a deal to release further funds was needed in the next couple of weeks.

France Seeks Another Tax on Facebook, Google And YouTube, to Finance "French Culture" Cinema


RT reports French broadcasting watchdog CSA eager to tax YouTube, Facebook, Dailymotion France''s Superior Council of Audiovisual, an independent broadcasting authority, wants to impose taxes on media giants like YouTube, Facebook and Dailymotion to force them to contribute to financing French culture. In a report this week, the Superior Audiovisual Council (CSA) says that video-sharing websites should be subject to a tax that helps finance the production of French films and TV shows.

Japan Finance Minister Seeks Record Debt Servicing on Interest on National Debt; What's Next?


Japan''s Finance Ministry will request a record 25.3 The decision, aimed at guarding against any future rise in long-term interest rates, underscores the increasing cost Japan must pay to finance its massive public debt. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction.

Living Your Business Values – Interview with Paul Zelizer of Awarepreneurs

The Fearless Marketer

The post Living Your Business Values – Interview with Paul Zelizer of Awarepreneurs appeared first on Action Plan Marketing. Uncategorized Business Finance Facebook Paul Zelizer Robert Robert Middleton Wisdompreneurs Zelizer

French Industrial Output Drops Unexpectedly; France Finance Minister in Complete Denial; Expect the Unexpected


France Finance Minister in Complete Denial Those of you seeking still more amusement can find it in one of the usual places: statements made by French politicians. For example (and also from today), the Financial Times reports Pierre Moscovici, France Finance Minister Says Economy has ‘Truly Emerged from Recession’ “France has truly emerged from recession,” Moscovici insists. “Of

France Finance Minister "I Refuse to Raise Taxes to Close any Budget Gaps"; "Rethinking" the USA


Michel Sapin, France’s finance minister, sent tremors through European capitals with a defiant warning that his country would no longer try to meet its deficit targets and would not inflict further damage on its economy by tightening into the downturn. “I Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. Not only is support for sanctions in Europe crumbling, so is support for alleged austerity.

Achieving Financial Success in a Changing and Competitive Market

Clarity Consultants

The modern business environment is defined by rapid change, digital transformation, and of course, a highly competitive market. There is constant pressure on companies to do more with less resources, and it’s the ones who are able to clearly define their goals, understand their challenges, and take decisive action who are able to achieve the financial goals that drive success in the enterprise market. Accounting Finance

How Will You Move Forward?

The Fearless Marketer

Are you wondering where you should put your business and marketing focus right now? ” This quote came through my email today from Marketing Week Columnist, Mark Ritson, and I thought it was appropriate: “The world does not need our support or our concern.

How to Write a Great Sales Letter

The Fearless Marketer

In the ABDO (Attention-Based Direct Outreach) Marketing process there are five main components: 1. Getting attention via email or other marketing activity. The post How to Write a Great Sales Letter appeared first on Action Plan Marketing. Uncategorized ABDO Publishing Company Business economics Business Finance Customer experience Direct marketing high-tech Market economics) marketing online information Robert P.S. See Sales Sales letter

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Simmereing Stew; Italy's Finance Minister Joins "United States of Europe" Parade; Germany's "5 Wise Men" Argue for Grexit


Italy's finance minister, Pier Carlo Padoan calls for ‘Political Union’ to Save Euro. Italy’s finance minister has called for deeper eurozone integration in the aftermath of the Greek crisis, saying a move “straight towards political union” is the only way to ensure the survival of the common currency. He said an elected eurozone parliament alongside the existing European Parliament and a European finance minister should also be considered. “

Crowdfunding Can Deliver More Than Just Money

Harvard Business

Product development Innovation Market research Customers Entrepreneurial finance Digital ArticleIt’s an unparalleled opportunity to solicit input from your customers.

Frameworks for the Case Interview (Part I: Market Study Framework)

Tom Spencer

Having said that, we will now begin by exploring the framework which is most widely applicable in case interviews: the Market Study Framework. The Market Study Framework, some others may call it the “market entry” or “business situation” framework, is a means of understanding how attractive a new or existing market is. The Market Study Framework has four parts starting with macro factors and then moving on micro factors. Chart 1 – Market Study Framework.

Ukraine Government Breaks Up: Prime Minister Resigns Over "Vital Laws on Energy and Army Financing"; Follow the Money


Issues concern unpaid soldiers, pro-Russian MPs, and various oil schemes to finance the war. Mr Yatseniuk rebuked the existing parliament for putting Ukraine’s future at risk and betraying the ideals of the protests that toppled Mr Yanukovich in February, by failing to pass vital laws on energy and army financing. Vital Laws on Energy and Army Financing Inquiring minds may be asking " What Might Those Vital Laws Be?

Where Friggin’ Exactly Are Your Perfect Clients?

The Fearless Marketer

This is the third of five articles about the 5 Pillars of Marketing, my marketing model that helps get your marketing on track. It’s based on one of the most powerful principles of marketing: “People tend to do business with those they like and trust.”. The process of marketing is about connecting with prospects in the very first category and then moving them along the categories until they are ready to do business with you.