HR Digest

FEBRUARY 15, 2020

Sometimes wealth managers choose to specialize in one aspect of finance like estate planning or corporate or tax/insurance planning. To become a wealth manager, one needs to have an in-depth knowledge of investment markets business and personal finances to manage clients’ funds effectively. Key skills. How to become a wealth manager?

Due Diligence 85

Due Diligence Skills Management Finance 85

Harvard Business Review

JULY 17, 2017

When I ask students graduating from Harvard Business School what they’re doing next, I often get some version of “I’m going into finance but…” Then they quickly explain that finance is just a way station on the route to nobler goals. These are rich questions that do not yield to simple analysis.

Finance 8

Finance Insurance Career Reputation 8

Women on Business

JANUARY 17, 2011

There’s no such thing as too much tracking or analysis: those numbers are a goldmine of knowledge. Look at the number of prospects who buy (or become clients) from each email or campaign. How do their average orders vary? Is the sales cycle longer or shorter with different emails?

Marketing 162

Marketing Press Release Direct Marketing Discount 162

Women on Business

DECEMBER 2, 2010

That means he’s open and eager to serve. How often does your company go the extra mile? Do you make it easy for your customer to do business with you?

Brand 215

Brand Press Release Discount Customer Loyalty 215

Chartered Management Institute

MAY 3, 2023

Being an ethical and inclusive leader is a central pillar of CMI's Professional Standard. It could help boost pay equality Tips and tools to help you navigate the slippery slope of business ethics Lessons from Britain’s Most Admired Companies on leading with integrity Should pets be allowed in the office?

Policies 121

Policies Article Skills Learning-by-Doing 121

Strategy Driven

NOVEMBER 6, 2015

Objective analysis of how the organization has operated to date. Strategic Plan includes provisions for refinancing, equity and debt financing. Finance charges are negotiated. The organization maintains and lives by an ethics statement. Utilization of industry consultants or technical specialists. Running the business.

Succession 50

Succession Strategic Planning Budgeting Goal 50

Strategy Driven

NOVEMBER 23, 2010

Gina has covered a wide range of business topics that include keeping Boomer skills in the workplace, teaching finance to non-finance professionals, and growth and change in urban and suburban business clients. She is also a fellow of the Poynter Institute, a journalism think tank based in St. Petersburg, Florida.

Newsletter 50

Newsletter Tools Finance Diversity 50

N2Growth Blog

NOVEMBER 10, 2010

If you suffer from analysis paralysis, procrastination, timidity, a lack of courage or confidence, being indecisive, or being in over your head, there is trouble looming. I am always so refreshed by the centrality of ethics, doing the right thing, and people as capital – in your work! Great insights Susan.

Blog 387

Blog Learning-by-Doing CEO Strategy 387

Harvard Business Review

NOVEMBER 27, 2015

Businesses are more profitable and productive when they act ethically, treat their staff well, and communicate better with their customers, according to the latest Lady Geek Global Empathy Index. There is a direct link between empathy and commercial success. The Most (and Least) Empathetic Companies, 2015. Procter & Gamble. Technology.

Tourism 8

Tourism Telecommunications Automotive Company 8

Harvard Business Review

JULY 25, 2016

This critical alliance needs and deserves much greater analysis and application. As a result, the optimal CFO-GC alliance is now much more like a peer relationship, jointly coordinating and overseeing fundamental corporate issues of performance, compliance, ethics, risk and governance, and organization.

CFO 8

CFO Chief Financial Officer Compliance Due Diligence 8

CEO Insider

OCTOBER 6, 2021

Imagine the following scenario: A business leader is excited about a project, and he calls someone into their office to talk about it. After they have enthusiastically shared their thoughts, they say: “Okay, go take care of it.” ” The employee walks out the door having no idea what the actual problem is, what the scope […].

Magazine 113

Magazine Project Analysis Finance 113

CEO Insider

FEBRUARY 2, 2022

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten.” – Bill Gates. Predicting the future is easy; predicting when it will happen is the difficult part. Walking in Selfridges department store off of Oxford street in London last month, I […].

Technology 104

Technology Magazine Analysis Finance 104

Strategy Driven

JANUARY 19, 2023

A healthcare administrator works with the HR department to hire new staff members, goes through finances and budgeting, and achieves department goals. To live up to the healthcare manager’s role, you must possess solid communication, ethical decision-making skills, and a business-savvy mind.

Chief Executive Officer 107

Chief Executive Officer Career Leadership Guidelines 107

N2Growth Blog

AUGUST 5, 2010

I don’t know about you, but it’s almost as if we have raised a generation of leaders who feel they have a moral and ethical obligation to be politically correct – WRONG. Thanks for the great analysis and the context within which it was framed. How sad is this? Are these extreme statements? Thank for your comment.

Politics 375

Politics Blog Leadership Diversity 375

Strategy Driven

OCTOBER 29, 2010

This book will explore how our institutional leaders can make claim once again to ethical, fair, and purposeful practices that underscore the value of human beings as the linchpins of our society. You will learn how to put the attributes in play for yourself in your own leadership situation. New hires must reflect the company’s core beliefs.

Leadership 50

Leadership Newsletter Learning-by-Doing Belief Systems 50

Harvard Business Review

DECEMBER 13, 2010

These events raise suspicion that many hedge fund traders may have succeeded at beating the market not through careful research and original analysis but by breaking the law. Signal 2: Other Traders Aren't Acting Ethically. (Recently, though, Jesse Eisenger in the New York Times called these investigations a " side show.").

Hedge 14

Hedge Ethics Incentives Environment 14

Harvard Business Review

DECEMBER 4, 2017

If you plan for the team to be self-financing after an initial period, how long do you have to make it work — a couple of months, or a couple of years? Whatever these may be, we strongly recommended two things: Have an ethics committee. Select your ethics committee carefully, ensuring they span a variety of positions and levels.

Company 8

Company Committee Ethics Project 8

Harvard Business Review

APRIL 3, 2015

In recent years, investors have learned that defining the market value of a firm cannot just be based on finances. Investors may say “this leader is charismatic, has a vision, or treats people well” but there is little analysis behind what has often become a “gut feel” approach.

Marketing 8

Marketing Leadership Venture Capitalist GAAP 8

Harvard Business Review

DECEMBER 2, 2011

Each point in Comission's case is supported with research, but the argument remains more of an outline than an extended analysis or proof. customer satisfaction, risk audits, adherence to company ethics). It says pay is "too high" but doesn't explain what is "high enough" or "what is fair."

Politics 14

Politics Execution Report Risk Management 14

Harvard Business Review

DECEMBER 6, 2017

It has already been demonstrated that facial image scans can be used to guess a person’s sexual orientation using algorithms that deliver a remarkable level of accuracy (while raising obvious ethical and privacy questions, too). For instance, one could identity unique patterns in a typist’s keystroke dynamics or their mouse usage.

Crisis 9

Crisis Insurance Technology Credit Scoring 9

Harvard Business Review

NOVEMBER 1, 2013

An analysis of those surveys and the reality of the stock market shows that the ranges they picked "were way too narrow," says researcher Campbell R. The Prophet Pacific Standard Is it ethical to charge people money in exchange for telling them that their debt is their own lazy fault? Harvey of Duke.

CFO 8

CFO Survey Globalization Document 8

Harvard Business Review

APRIL 12, 2012

What we know from other analysis of our Focus Elite firms is that in fact they do not pay top dollar for talent. Client Satisfaction, Excellence, Ethics/Integrity, and Professionalism round out the top five values that leaders know their firms must embrace. They pay well, to be sure. But few deny that teamwork is vital.

Teamwork 13

Teamwork Industry Management Asset Management 13

Harvard Business Review

JULY 14, 2015

These are typically specific, functional abilities like project management, web development, financial analysis — or advisory skills that come from years of experience. “You need to be self-motivated, have good organizational skills, and a strong work ethic,” explains King. I wanted to create my own niche.”

Planning 8

Planning Outsourcing Case Study Consultative 8

Harvard Business Review

MARCH 24, 2011

This Yiddish term, indispensable in the analysis of many business interactions, means variously a person who gets things done, a big shot, a schemer, and someone with a lot of plans. The temptation to be a big "macher." You can still find many an alum of McKinsey (or Bain & Co., And what risks did he run? At the very least, contagion.

McKinsey 14

McKinsey Consultative Waterman Intellectual Capital 14

Strategy Driven

FEBRUARY 4, 2011

How much further should we extend ethics? Sadly, many of the perpetrators did not see lapses in ethics… it was legal and just business to them. By maintaining an awareness of further changing environments, there are further opportunities to be successful, ethical and move ahead of the competition.

Ethics 58

Ethics Cost Crisis Learning-by-Doing 58

Harvard Business Review

APRIL 10, 2018

For example, firms with better-connected CEOs can obtain cheaper financing , and firms with well-connected board directors see better performance. Our study , published in the Journal of Corporate Finance, found that CEOs with strong connections to people of different demographic backgrounds and skill sets create higher firm value.

Diversity 10

Diversity CEO Sample Financial Leverage 10

Harvard Business Review

SEPTEMBER 19, 2016

You have to approach these problems as a manager and do the best analysis you can, including hard-headed financial analysis. In these situations, you have to look hard at the economics, but you can’t stop there. In the end, however, you have to rely on your judgment and resolve these problems as a human being.

ROI 8

ROI Long-term Conflict of Interest Pharmaceuticals 8

Harvard Business Review

OCTOBER 23, 2018

First, data science and AI are affecting many industries globally, from healthcare and government to agriculture and finance. Although it has not yet been formally incorporated into data science workflows, I have added data ethics as the fifth key concept because ethics needs to be part of any conversation about data.

Ethics 11

Ethics Article Analysis Objective 11