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Digital Disruption in Financial Services
Everyone’s talking about digital disruption in financial services, but one of the most common questions we still get from our students and clients today is: “What exactly is digital disruption, and what are the financial institutions doing about it?” Digital...
Financial Acumen – A Dirty Little Secret
Have you ever been in a meeting and someone said “we need to improve our efficiency” or “management wants ROE to increase by 2%” or “the business needs more cash flow?” While that all sounded good, you: Felt unsure about what it all meant, and Hoped no one asked you a...
Financial Acumen – Understanding the Numbers
Understanding the Numbers Will Help You Sell Every salesperson wants to identify new opportunities, become a trusted client partner, differentiate themselves from the competition and effectively position the value of their solutions. Easier said than done…. but they...