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Investment Banking 101: Understanding the Industry

Tom Spencer

Investment bankers work on behalf of both individual and institutional clients to raise capital by issuing securities, as well as to advise clients on financial matters such as mergers, acquisitions, and other corporate finance activities. Investment bankers may also be involved in the creation and distribution of new securities.

Banking 88
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3 Questions Sales Teams Should Ask After Losing (or Winning) a Deal

Harvard Business

In the authors’ experience leading and coaching sales teams, they see evidence that a brief, well-pointed sales retrospective, where you unpack the reasons behind a win or a loss, can significantly improve a team’s future win rate. But very few take the time to assess why they won the business.

Sales 38
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Cornerstone Research Interviews and Culture

Management Consulted

CORNERSTONE RESEARCH. Ranked at #8 in the Vault Consulting Top 50, Cornerstone Research may just be the most interesting consulting firm you’ve never heard of. Cornerstone Research has been around for over 25 years, and has steadily risen in the consulting rankings ever since. CORNERSTONE RESEARCH KEY STATS.

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Questions Every Sales Leader Must Answer

LSA Global

Every High Performing Sales Leader. Being a high performing sales leader is not easy. Sales leaders are responsible for building and scaling the sales team, designing meaningful compensation plans, training and onboarding new hires, and simultaneously meeting quarterly revenue and margin targets.

Sales 36
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How to Write a Great Sales Letter

The Fearless Marketer

Directing your prospect to online information about your services (what I call a Sales Letter). But the most neglected part of this process is that durn* sales letter. Why a sales letter is absolutely essential. Why a sales letter is absolutely essential. When you buy a car, you go online and do research.

Sales 63
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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

In simple terms, asset management firms are the ‘manufacturers’ of investment products (e.g., Blackrock is the leader in ETFs through their iShares products), while wealth management firms are the ‘distributors’ of these investment products to end clients (e.g., clients can purchase iShares on the RBC Wealth platform).

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. Lots of sales leaders feel the same way. Only 1-in-5 sales training participants change their on-the-job behavior or performance from standalone sales training.