Tom Spencer

JUNE 30, 2023

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. In simple terms, asset management firms are the ‘manufacturers’ of investment products (e.g., clients can purchase iShares on the RBC Wealth platform).

Banking 78

Banking Management Real Estate Insurance 78

Business Consulting Agency

OCTOBER 19, 2023

These professionals bring a wealth of industry knowledge, innovative solutions, and a fresh perspective that facilitate enhanced operational efficiency, optimized strategies, and a competitive edge in the market.

Company 52

Company Consulting Cash Flow Efficiency 52

Consulting Matters

JANUARY 29, 2020

In the past you operated in a compensation model where you do work and then get paid. Now you're operating in a return on investment model where you invest your money, time and talents in your business with the expectation of a return. Their perception of the value of what you bring to the table forms long before they meet you.

Consulting 177

Consulting How To Talent Training 177

LSA Global

JANUARY 27, 2018

Do You Need to Improve New Manager Training? It is not easy to find an organization that does not want to improve new manager training. Why are so many leaders disappointed in the impact of their new manager training? According to Deloitte, the number one area of training spending (35%) is management and leadership.

Training 38

Training Training Management McKinsey 38

Business Consulting Agency

OCTOBER 6, 2023

This data-driven approach aids entrepreneurs in identifying niche opportunities, understanding market dynamics, and tailoring products or services to meet customer needs effectively. Their guidance aids in refining product features, enhancing user experience, and fostering a culture of innovation to stay ahead of market competition.

Consulting 52

Consulting Analysis Financial Operations 52

Tom Spencer

AUGUST 4, 2023

The traditional methods of governance, often characterized by bureaucratic hurdles, delayed decision-making, and limited stakeholder engagement, no longer meet the demands of the modern era. This can ensure that businesses operate ethically, transparently, and in the best interest of stakeholders.

Government 78

Government Efficiency Tools Meeting 78

Asamby Consulting

MARCH 24, 2022

Why do I need operations help? There’s more exciting stuff to be done that also might have more impact in the long run: Finding new clients Creating new products or service offerings Defining strategy and strategic goals Working on your company culture Discussing potential new partners And an endless number of other things.

Operations 52

Operations Recruiting Recruitment System 52

Progressus

NOVEMBER 27, 2023

Although it might appear as though you’re saving costs when you don’t spend money updating your digital product, it might cost you much more over the long haul. According to the United States Government Accountability Office , ten of the government’s legacy systems cost approximately $337 million annually to operate and maintain.

System 52

System ROI Software Government 52

Markovitz Consulting

DECEMBER 17, 2018

Identifying the root causes of a problem that prevent something from operating as it should. The 5-Why inquiry that identified the lack of a strainer, and kept production on target, is emblematic of this type of problem solving. Innovation that seeks to fundamentally change how something operates. Type 2: Gap from standard.

Tools 150

Tools Operations Examples Analysis 150

Harmonious Workplaces

NOVEMBER 9, 2023

This email came several days after a vice president’s memo to the entire company that the organization risked lower-than-expected revenues and announcements in meetings regarding budget cuts. This can lead to increased productivity, innovation, and customer satisfaction. Provide ongoing training and development opportunities.

Culture 52

Culture Training Training Development 52

Progressus

NOVEMBER 10, 2023

Technology combined with data is a matter of life and death for professional services firms where the “product” is a combination of insights and expertise. Are project operations, sales, customer service, etc. Do you provide hands-on skills training? What kind of impact has that training had on client outcomes?

Agile 52

Agile Tools Data Talent 52

Rick Conlow

MARCH 25, 2020

Equally problematic is the lack of training and coaching so the team is competent and committed enough to give their best while striving to achieve the goals. I facilitated a meeting in my office with fifteen senior human resource executives. Employee turnover causes lower morale and employee productivity. Losing key employees.

Training 96

Training Training Emotional Intelligence Leadership 96

Harmonious Workplaces

OCTOBER 24, 2023

Rita High School, where I learned to develop group and individualized training toward specific goals — namely, competing in band competitions or performing in concerts. L&D, goal-setting theory of motivation, and leadership training took shape during those five years with the band. They offer an app for Android and iOS.

Hotels 52

Hotels Training Training Exercises 52

Tom Spencer

SEPTEMBER 1, 2023

In the realm of business, the term “ governance ” conjures images of stale bureaucracy, mundane meetings, and rigid roles. In the context of business, these decisions are forged through meetings involving key stakeholders where strategic, operational, and performance-related topics are discussed and debated.

Government 88

Government Culture Ethics Agile 88

Asamby Consulting

MARCH 17, 2022

New and innovative products have brought economic growth, communication and educational accessibility, and environmental sustainability to the advancement of society. Improved Productivity In order to improve productivity, you should streamline what you need to focus on and what you need to cut out.

Company 52

Company Productivity Operations Meeting 52

Effective Managers

FEBRUARY 24, 2023

One of the pleasures of being a Certified Management Consultant is to meet and collaborate with CMC peers from around the world. I first learnt about the Institute of Consulting in 2012, when over 24 Mongolian consultants received core consultancy skills training from John Moore of Exponential Training and ICUK.

Consulting 52

Consulting Training Training Banking 52

Tom Spencer

DECEMBER 10, 2021

Although one of the main tasks of any software consulting project is to code the software programs, engagements begin with a meeting or field visit with the client to discuss their issues in detail. Training the client’s staff requires strong leadership, mentoring, and communication skills.

Software 88

Software Consulting Accenture Agile 88

Organizational Talent Consulting

JUNE 12, 2023

Leaders need to be able to operate within and upon the business. If you are looking for a good discussion topic at an upcoming meeting, take some time to ask those attending how they would describe the organization's culture. The Journal of Product Innovation Management, 30 (4), 763-781. What is Organizational Culture?

Culture 76

Culture Strategy Strategy Strategy& 76

LSA Global

FEBRUARY 6, 2023

The leaders in the Facilitative Leadership Workshop faced the following challenges: High expectations to take, promote, and encourage a cross-functional and program focus vs. the predominant product and function focus that most of their internal customers follow and are rewarded for.

Leadership 36

Leadership Company Talent Agile 36

ConsultX

MARCH 8, 2022

Wikipedia states: The consultant is in a role of sharing her or his knowledge and advice In recent years, we’ve seen sales-people take on the title of consultant, as they provide advice on the product they’re selling. Business consulting includes helping to identify, address, and overcome obstacles to meeting a company's goals.”

Consulting 52

Consulting Operations Software Industry 52

LSA Global

NOVEMBER 19, 2022

According to research by Forbes and McKinsey: 58% of new people managers said they did not attend any management training programs prior to taking on the new role. 98% of new people managers feel they would benefit from new manager training. Then invest the time and resources to train, coach, and reinforce them.

Management 36

Management Training Training McKinsey 36

Harvard Business

JUNE 28, 2016

And as I neared the end of my corporate days, I realized I’d received much more management training in the last five years than I did in the first 20 years — when I really needed it — combined. Some surveys seem to lump together technical skills training and classic management training. More strategic.

Training 49

Training Training Development Management 49

Consulting Matters

DECEMBER 16, 2022

You have to meet them at their point of departure and use your power skills that I'll be sharing in this episode to influence them in a better way. It provides mission and purpose, brand, vision, goals, desired customer experience, products, and service offerings. The people strategy is about the WHO.

Consulting 156

Consulting System Sales Meeting 156

Tom Spencer

FEBRUARY 16, 2024

Additionally, good leadership also involves retaining accountability for project results and managing client relationships — all clients, after all, would want to work with consultants who can meet expectations. For instance, consultants must be able to simplify difficult concepts and issues that arise.

Consulting 78

Consulting Leadership Financial Data 78

Consulting Matters

NOVEMBER 23, 2022

Great examples of the pair of hands trap are: When you're in a discovery meeting with a client asking you for a specific solution, you just say "yes.". When they ask for training, and you say – how many people, for how many days. Empower executives to solve their problems within the context of the system that they operate within.

Consulting 156

Consulting Leadership Operations System 156

Brimstone Consulting

MARCH 27, 2023

One of the leaders, the head of the organization’s US-based Operations Group, had been identified as a candidate for coaching by his manager. And, the leader began to take five minutes before team meetings to think through ways to ensure all voices and ideas were heard and valued. Was he working efficiently or just working hard?

Case Study 52

Case Study Case Studies Case Interview Study 52

Asamby Consulting

JULY 5, 2022

This article is the third of a series of posts on how to build a company "operating system", the infrastructure that functions as a backbone of your most common tasks and daily activities. Which team members are most productive? Who needs most help or training? Never Miss a New Post - Subscribe to our Newsletter!

Company 98

Company How To Tools System 98

Brimstone Consulting

AUGUST 24, 2020

Further, it can take between 8-12 weeks to replace a knowledge worker , and then another month or two before the replacement gets to full productivity. It is also important to consider that those providing training and support for the new hire will also be less productive during this period. Consider Meeting Times.

Guidelines 64

Guidelines Culture Meeting Productivity 64

Organizational Talent Consulting

OCTOBER 30, 2023

No productive conflict? No board meetings? Athletes are trained to visualize themselves successfully achieving their goals before events. In an interview, the commander said he didn't know what specific time frames looked like but could guarantee the recovery operations would not be stuck on stupid. No aligned goals?

Leadership 52

Leadership Study Research Sports 52

Progressus

OCTOBER 25, 2023

Customers expect digital experiences to meet a certain standard — it doesn’t matter if you’re Amazon, Netflix, an IT provider, or a small accounting firm. Again, business leaders will need to prepare employees to make the most of the latest tech and provide ongoing support and training. Digital agility.

Data 52

Data Agile Tools Talent 52

Makarios Consulting

FEBRUARY 8, 2024

The GWC tool from the Entrepreneurial Operating System ® (EOS®) has three parts: Does the person Get It? If that is the case, then meet with the person, admit that you did not do a good job defining success, and start afresh. Do they need additional skills training or mentoring? If the answer is “No,” then let the person go.

Metrics 98

Metrics Examples Tools Operations 98

Tom Spencer

MARCH 21, 2020

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

Banking Airlines Insurance Insurance 88

Rick Conlow

MARCH 25, 2020

Equally problematic is the lack of training and coaching so the team is competent and committed enough to give their best while striving to achieve the goals. I facilitated a meeting in my office with fifteen senior human resource executives. Employee turnover causes lower morale and employee productivity. Losing key employees.

Training 52

Training Training Emotional Intelligence Leadership 52

Consulting Matters

SEPTEMBER 30, 2020

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. What that really do is it’s a link to your potential clients to pick a time to meet with you.

Consulting 296

Consulting How To Insurance Insurance 296

1 to 1

OCTOBER 14, 2022

In our second Meet the Moment LinkedIn LIVE event , TTEC vice presidents Kristen Hein and Brian Martis discussed the opportunity for banks and financial services firms to incorporate conversational messaging into their digital engagement tool kit to gain short-term and long-term benefits. The business side of messaging.

Banking 32

Banking Financial Efficiency Retail 32

Rick Conlow

JUNE 3, 2021

Team failures, which sit at about 60% , demoralize employees, reduce productivity, cost companies billions of dollars, and inhibit innovation. Less than 25% of employees have attended a company sponsored training program in the last five years. With the same product, policies, and people). A few people were fired as a result.

Turnaround 52

Turnaround Training Training eBook 52

Rick Conlow

JUNE 3, 2021

Team failures, which sit at about 60% , demoralize employees, reduce productivity, cost companies billions of dollars, and inhibit innovation. Less than 25% of employees have attended a company sponsored training program in the last five years. With the same product, policies, and people). A few people were fired as a result.

Turnaround 52

Turnaround Training Training eBook 52