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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. Products and Services Wealth management firms deliver comprehensive and personalized solutions to meet client’s wealth management needs.

Banking 78
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Why CEO’s Hire Consultants and Coaches: The REAL Value They Bring with Brad Rex

Consulting Matters

Brad had an unconventional start to his career after meeting his boss's boss while studying finance at college. Now, they are in network with all the major insurance companies and have a major partnership with Wounded Warrior Project. He applied for a financial manager job at Disney and was one of 1400 candidates.

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The Transformative Power of AI in Business

Tom Spencer

In the digital age, businesses are constantly seeking innovative ways to gain a competitive edge and streamline their operations. From enhancing customer experiences to optimizing decision-making processes, AI is reshaping the way businesses operate and opening up new possibilities for growth.

Data 147
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How Much Does Running a Consulting/Coaching Business Cost? Here's How to Figure it Out

Consulting Matters

I asked my partner Jen Hamilton - our community Chief Operating Officer to be my guest today and share all the deets on the what you'll need and how much it all costs so that you can plan in advance for both the startup and ongoing costs. Insurance (4:47). All right, moving on to insurance. And I find that it’s very easy.

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It’s Not “Time Management.” It’s Lean.

Markovitz Consulting

Of course, software firm 37 Signals has been operating four-day work weeks over the summer since 2008. Rheingans Digital Enabler’s approach is to ban social media during work hours, make most meetings 15 minutes long, and ask people to keep phones in backpacks.

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Quote Your Consulting Billing Rate with Confidence

Successful Independent Consulting

At the end of our meeting, I didn’t quote the range. It’s a matter of what they’re used to and their operating margins. Grocery vs biotech — Some industries have notoriously low or high operating margins, so the money they have to reinvest back into the business will vary along with their price sensitivity.

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8 Reasons that May Cause You to Loose Customers

Tom Spencer

Successful startups grow by building a product or service that meets the needs of customers. Over time, the executives get so engrossed in running the day to day operations of the business that they forget that the purpose of the business is to serve it’s customers. You are not transparent or operate in bad faith.

Banking 88