277: Financial Services Strategy Study Week 1

277: Financial Services Strategy Study Week 1

Week 1 of the financial services strategy study to enter the US retail banking sector is about done. You can see the detailed live-blogging of the day-by-day analyses, planning and insights here.

This is a real study, done for a real client with a real team of consultants led by Firmsconsulting. Once the study is done, we will post the findings and detailed guide using the map format used for the corporate strategy study training.

This podcast is a wrap-up of the week. We remind readers of the strategy we followed, all the goals we set for the week, our progress against those goals and our key findings thus far. We also discuss a potential scope change and how we will handle that.

It is has been a great week and we wrap up things in New Mexico where the team is conducting more shadow studies / day-in-the-life-of studies of distribution financial intermediary in the border town of Columbus. Related:
- Learn more about financial analysis in our strategy library

Episoder(839)

699: The Triggers Behind Customer Purchases (with Founder and CEO of Triggers, Leslie Zane)

699: The Triggers Behind Customer Purchases (with Founder and CEO of Triggers, Leslie Zane)

Welcome to an interview with an award-winning marketer, TEDx speaker and authority in harnessing the instinctive mind to accelerate brand and business growth, founder and CEO of Triggers, Leslie Zane....

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698: Pattern Breakers: Why Some Start-Ups Change the Future (with co-founder of FLOODGATE, Mike Maples, Jr)

698: Pattern Breakers: Why Some Start-Ups Change the Future (with co-founder of FLOODGATE, Mike Maples, Jr)

Welcome to an interview with the author of Pattern Breakers: Why Some Start-Ups Change the Future, Mike Maples, Jr. In this book, Maples and coauthor Peter Ziebelman set out to discover the hidden for...

29 Jul 202450min

697: How to Quickly Build a 500k+ Social Media Following (with Eric Cogorno)

697: How to Quickly Build a 500k+ Social Media Following (with Eric Cogorno)

Welcome to an interview with golf coach, entrepreneur, and personal development enthusiast Eric Cogorno. In this episode, Eric shares the most effective tips and techniques that he uses to grow his bu...

24 Jul 202451min

696: Intentionality: A Groundbreaking Guide to Breath, Consciousness, and Radical Self-Transformation (with Finnian Kelly)

696: Intentionality: A Groundbreaking Guide to Breath, Consciousness, and Radical Self-Transformation (with Finnian Kelly)

Welcome to an interview with the author of Intentionality: A Groundbreaking Guide to Breath, Consciousness, and Radical Self-Transformation, Finnian Kelly. In this book, Finnian Kelly shares his step-...

22 Jul 202452min

695: Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times (with Ex McKinsey and LBS lecturer, Dr. Rebecca Homkes)

695: Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times (with Ex McKinsey and LBS lecturer, Dr. Rebecca Homkes)

Welcome to an interview with the author of Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times, Dr. Rebecca Homkes. How would you stabilize your business to withstand and ...

17 Jul 202448min

694: How to Build a "People-First" Culture (with Unicorn Founder and CEO of One Planet Group, Payam Zamani)

694: How to Build a "People-First" Culture (with Unicorn Founder and CEO of One Planet Group, Payam Zamani)

Welcome to an interview with the author of Crossing the Desert: The Power of Embracing Life's Difficult Journeys, Payam Zamani. In this episode, Payam shares the most important lessons he learned f...

15 Jul 202447min

693: Facts, Data, and Evidence: Knowing What to Trust or Can We Really Trust Evidence? (with Professor of Finance at London Business School, Alex Edmans)

693: Facts, Data, and Evidence: Knowing What to Trust or Can We Really Trust Evidence? (with Professor of Finance at London Business School, Alex Edmans)

Welcome to an interview with the author of May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases―And What We Can Do about It, Alex Edmans. In this book, renowned economist Alex Edm...

10 Jul 202449min

692: Building an AI Meeting Assistant in Silicon Valley (with Co-Founder and CEO of Fireflies.ai, Krish Ramineni)

692: Building an AI Meeting Assistant in Silicon Valley (with Co-Founder and CEO of Fireflies.ai, Krish Ramineni)

Welcome to an interview with the CEO of Fireflies.ai, Krish Rameni. In this episode, Krish took us back to the early days of starting their company, Fireflies.ai, and how they stayed motivated despite...

8 Jul 202440min

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