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

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725: Customer Strategy in the Age of AI (with Mark Abraham, BCG's Personalization Lead)

725: Customer Strategy in the Age of AI (with Mark Abraham, BCG's Personalization Lead)

Welcome to an interview with the coauthor of the book Personalized: Customer Strategy in the Age of AI, Mark Abraham. In this episode, we explore the rise of personalization through digital tools a...

4 Nov 202455min

724: The Future of AI and Personalization (with David C. Edelman, HBS Lecturer and Former Fortune 50 CMO)

724: The Future of AI and Personalization (with David C. Edelman, HBS Lecturer and Former Fortune 50 CMO)

Welcome to an interview with the co-author of the book Personalized: Customer Strategy in the Age of AI, David C. Edelman. This book is a playbook for delivering true personalization at scale that wil...

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723: Living a Fulfilled Life (with Ex Google Executive, Megan Hellerer)

723: Living a Fulfilled Life (with Ex Google Executive, Megan Hellerer)

Welcome to an interview with the author Directional Living: A Transformational Guide to Fulfillment in Work and Life, Megan Hellerer. In this episode, Megan shares her experience as an executive at...

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722: The Playbook for Winning the Status Game (with Alison Fragale, Distinguished Scholar of Organizational Behavior)

722: The Playbook for Winning the Status Game (with Alison Fragale, Distinguished Scholar of Organizational Behavior)

Welcome to an interview with the author of Likeable Badass: How Women Get the Success They Deserve, Alison Fragale. In her book, Alison addresses the recurring questions from high powered and early ca...

23 Okt 202447min

721: Leadership and Self-Deception (with Arbinger Managing Partner, Mitch Warner)

721: Leadership and Self-Deception (with Arbinger Managing Partner, Mitch Warner)

Welcome to an interview with Mitch Warner, a bestselling author and Arbinger managing partner. In this episode, we dive deep into the critical topic of self-deception and its profound impact on lea...

21 Okt 202454min

720: How to "Think Like Amazon" (with John Rossman)

720: How to "Think Like Amazon" (with John Rossman)

Welcome to an interview with a seasoned business strategist and operator respected for his pivotal role in Amazon's early days, John Rossman. In John's book, Think Like Amazon, he provides 50 ½ answer...

16 Okt 202443min

719: Entrepreneurship Through Acquisition (with HBS Professors and 'Think Big, Buy Small' Hosts Richard Ruback and Royce Yudkoff)

719: Entrepreneurship Through Acquisition (with HBS Professors and 'Think Big, Buy Small' Hosts Richard Ruback and Royce Yudkoff)

Welcome to an interview with Richard Ruback and Royce Yudkoff, HBS professors and the hosts of 'Think Big, Buy Small' podcast. In this episode, we discuss current market trends related to entrepren...

14 Okt 202456min

718: From a $3,000 investment into nearly $1 billion in lifetime sales (with Brian Gottlieb)

718: From a $3,000 investment into nearly $1 billion in lifetime sales (with Brian Gottlieb)

Welcome to an interview with the author of Beyond the Hammer: A Fresh Approach to Leadership, Culture, and Building High Performance Teams, Brian Gottlieb. In his book, Brian shares his straightforwar...

9 Okt 202438min

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