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Asset Management – Client Segmentation (Part 3 of 4)

Tom Spencer

Retail Wealth Management. In countries with concentrated banking sectors, the banks will have enough scale and cross-selling opportunities to have their own major asset management divisions. For instance, if a client goes to meet a financial advisor to talk about opening a savings account, the topic of mutual funds can be brought up.

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Second Chance Case Interviews

CaseInterview.com

I had my Mercer first round the following day, and then the McKinsey. Mercer (now known as Oliver Wyman) called back for a second round the following Monday, and Monitor did too. Find a way to network your way to meeting existing McKinsey consultants. When did I have time to practice between interviews?

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Because you already know how to take people out to lunch

Rod Burkert

I hope last week’s conversation about the either or-ness of face-to-face meetings and creating content spurs you on to do (more) content. Ron Baker, value pricing evangelist: If you stop selling your time, clients will stop trying to manage it. On to this week. And if you are new here, welcome aboard. This is what we do!

How To 40
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Options for Post Consulting Careers

CaseInterview.com

I really enjoyed meeting the consultants, but ultimately feel BCG is a better fit. I imagine someone interested in product/marketing management is better off going into industry. Work in product management. Work for a client and run a division of the client's company managing 300 employees. But is there something else?

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Client Experience: what is it … do we have it

Rod Burkert

Scheduled Q3 guests are Chris Mercer (Jul 12), Jim Hitchner (Aug 2), and Nancy Fannon (Sep 6). A recent article in Accounting Today says, “ ‘Client experience’ is best defined as how you meet your clients’ needs at every point over the lifespan of the relationship.” Client experience … what is it.

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