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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.

Banking 78
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Selling Your Competitive Advantages in Consulting

Tom Spencer

Looking back to consulting recruiting in graduate school, I always think about how interesting it was that so much of the conversation among candidates was about getting an offer from a top consulting firm. During the recruiting process, firms screen candidates for potential to succeed given the firm’s business portfolio and culture.

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Starting your Consulting Journey as a College Student

Tom Spencer

Although a club is required to sign a contract with an advisor, it does not have a specific department or student body that governs how the club is run. Through these events, you can get to know more about the firm, the clients they work with, and experience the firm directly by interacting with consultants and recruiters.

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Propel Small Businesses to Success

Business Consulting Agency

Financial Management Consultants offer advice on budgeting, financial analysis, and cash flow management. Operations Management Improving operational efficiency is another critical area where consultants provide assistance. This can include everything from CRM systems to e-commerce platforms and cybersecurity measures.

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Brews, News and Booz & Company: Interview and Culture Insights

Management Consulted

With 57 offices worldwide, Booz offers consulting services for top businesses, governments, and organizations. Besides their core competency – advising the federal government and its contractors – maybe this is why we could call them “America’s favorite.” Thank you, Edwin Booz.

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Management Consulting versus Investment Banking

Management Consulted

Bankers do some for roadshows, due diligence, etc but spend 90% of their time in one office until you’re partner-level (this is investment banking; you can expect more travel in private equity and investment management). Relationship with coworkers, managers, and firm. This is less discussed but equally important. 4 NETWORKING.

Banking 272
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Consulting 101: Operations, Hierarchies, and Types of Firms

Tom Spencer

Consulting clients are generally businesses, government entities, non-profits, and NGOs. Although each consulting firm has slightly different structure, they generally have similar roles including partners, managers, associates, and analysts. They manage the entire team, direct deliverables, and ensure client needs are being met.