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(818)

431: Turn uncertainty into opportunity (with Jonathan Brill)

431: Turn uncertainty into opportunity (with Jonathan Brill)

Welcome to an episode with the former Global Futurist at Hewlett Packard, Jonathan Brill. Get Jonathan's new book here: https://amzn.to/3uG0m2F Jonathan Brill is an expert on resilient growth, innovation, and decision-making during uncertainty. He helps organizations by preparing them to profit from radical change. As a former senior leader in HP, he directed the company's long-term strategy programs. He was also a creative director at Frog Design and the managing partner of innovation firms that created over 350 products. He is currently the managing director at Resilient Growth Partners and a board member at Frost & Sullivan, a major market intelligence firm with offices in 46 countries. He also develops products for both fictional heroes and real people as the Futurist-in-Residence at Territory Studio, the creative visionaries behind the sci-fi tech in Steven Spielberg's Ready Player One, Ghost in the Shell, and Blade Runner 2049. He advises globally on product innovation and resilient growth strategy with clients, including Samsung, Microsoft, Verizon, PepsiCo, the United States government, and the MIT Media Lab. He is an in-demand thought leader, speaker, and contributor to TED, Singularity University, Korn Ferry, JP Morgan, Forbes, and Harvard Business Review. He holds a degree in industrial design from Pratt Institute and has done extensive management training at Stanford University.  In this episode, Jonathan talked about how companies could prepare for uncertain times and what they could do to turn these into opportunities for profit and growth. For business owners who want to have a more secure future for their companies, this is for you. ROGUE WAVES: Future-Proof Your Business to Survive and Profit from Radical Change. Jonathan Brill: https://amzn.to/3uG0m2F Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo We use affiliate links whenever possible (if you purchase items listed above using our affiliate links, we will get a bonus).

22 Des 202139min

430: A degree doesn't define you as analytical

430: A degree doesn't define you as analytical

In this episode, we spoke about placing a candidate without a strong background and profile but who stands out for being exceptionally analytical.  Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

20 Des 202119min

429: How to write a book even if you're "too junior" - Author Program Q&A 6

429: How to write a book even if you're "too junior" - Author Program Q&A 6

Learn more and see the application guidelines: https://www.firmsconsulting.com/experts-published-author-program/ Apply: email team@firmsconsulting.com This is a part of a 10-episode program to help our clients and customers measurably and radically transform their careers through The Author Program. How would your career, reputation, and earnings change as a published author? Imagine your client interactions when potential and current clients saw your thinking in a published book before they met you? Imagine the time you would save not having to explain your ideas and the value you could add to them? Imagine the fee premium you could earn? Imagine avoiding awkward meetings trying to establish your credibility? Imagine how many potential clients would find you and reach out to you? Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

15 Des 20219min

428: The candidate that we took

428: The candidate that we took

In this episode, we spoke about a candidate that we took that did not go well and the important lessons we learned from it. Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

13 Des 202120min

427: Should I wait to publish a solo book? Author Program Q&A 5

427: Should I wait to publish a solo book? Author Program Q&A 5

Learn more and see the application guidelines: https://www.firmsconsulting.com/experts-published-author-program/ Apply: email team@firmsconsulting.com This is a part of a 10-episode program to help our clients and customers measurably and radically transform their careers through The Author Program. How would your career, reputation, and earnings change as a published author? Imagine your client interactions when potential and current clients saw your thinking in a published book before they met you? Imagine the time you would save not having to explain your ideas and the value you could add to them? Imagine the fee premium you could earn? Imagine avoiding awkward meetings trying to establish your credibility? Imagine how many potential clients would find you and reach out to you? Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

8 Des 20219min

426: If you speak english

426: If you speak english

In this episode, we covered a topic about different offices and locations to work if you are an English speaker and its upside and downside you may consider. Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

6 Des 202115min

425: How to build a successful startup (with Matt Blumberg)

425: How to build a successful startup (with Matt Blumberg)

Welcome to an episode with the CEO and Co-Founder of Bolster, Matt Blumberg together with his Co-Founder Jack Sinclair. Get Matt's book here: https://amzn.to/3oqmBsv Matt Blumberg is a technology entrepreneur. He spent his entire career creating startups, scaling them, and sharing best practices of what works and what doesn't work for other CEOs and team members in the entrepreneurial community. His innovative email marketing company, Return Path, grew to $100mm in revenues and helped it to a successful exit in a strategic sale to Validity in 2019. Blumberg's company Bolster, an on-demand executive talent marketplace, helps accelerate companies' growth by connecting them with experienced, highly-vetted executives for various roles. It recently conducted a study on Independent Board Members and Board Diversity, which revealed that most early-stage startup boards lack racial and gender diversity as much as boards of more established startups. In this episode, Matt and Jack talked about what is really needed to build a successful startup and maintain a good business to prepare it for scaling up. For those who are thinking of venturing into the world of entrepreneurship and planning to start a company/business, this is for you. STARTUP CXO: A Field Guide to Scaling Up Your Company's Critical Functions and Teams. Matt Blumberg: https://amzn.to/3oqmBsv Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo We use affiliate links whenever possible (if you purchase items listed above using our affiliate links, we will get a bonus).

1 Des 202141min

424: The importance of communication

424: The importance of communication

In this episode, we discussed why communication is the most critical skill that a consultant must possess and how to effectively communicate in a logical and structured way. Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

29 Nov 202118min

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