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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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What to Do Before, During, and After Sales Training to Get Results

LSA Global

Frustrated by Disappointing Sales Training Results? If you are frustrated by the results of your business sales training investment, you are not alone. Despite investing an average of almost $1,500 per salesperson, our research shows: 80% of the information from sales training is lost within three months.

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Designing an Organization for a Product Approach, Part 2

Johanna Rothman

In this part, I’ll discuss an option for a product-oriented organization. Consider a Product-Oriented Organization. Instead of organizing by function, consider a product-oriented organization. Again, I am not saying this is the only way a product organization would look, but this is a possibility. What do you do?

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Synergy Unleashed: The Power of Great Teamwork

Rick Conlow

Our assessment identified a silo mentality throughout the organization and minimal leadership development or training. We addressed the issues with new communication channels, customer service and quality initiatives, on-going quality leadership training for all leaders (executives, too), and team development applications.

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Why Do Management Consulting Firms Hire MBAs?

Steve Shu Consulting

Management consulting projects can span diverse areas from operational to finance to marketing to strategy to IT management, etc. An MBA training provide consultants with some minimum common business language, culture, methodologies, and skills that they can use in the field. plus traditional consulting roles.

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The Importance of Sales Training Reinforcement

LSA Global

Sales Training without Reinforcement Should Be Unacceptable. Based upon over 800 sales training measurement projects, we know that sales training by itself – even if it is highly customized – only changes the on-the-job behavior and performance of 1-in-5 sales reps. Sales training reinforcement. The difference maker?

Sales 28
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Ethical Implications of AI in Consulting: A Deep Dive

Tom Spencer

AI systems are only as unbiased as the data they are trained on, and if the data is biased, the AI will reflect that bias. Take for example an AI system that is trained on data from a specific geographic region, let’s say a wealthy city in the United States.

Ethics 88