Rating: 0 out of 5 stars
0 ratings
Ebook326 pages6 hours
Financial Services without Borders: How to Succeed in Professional Financial Services
Rating: 0 out of 5 stars
()
About this ebook
Lessons from the leading financial consulting firm
What is good financial service? Being knowledgeable. Keeping in touch. Knowing your client's needs. For the past twenty-five years, senior executives of professional financial services firms have relied on the experience of Greenwich Associates in establishing their strategy to attract and keep a committed client base-the core of financial services consulting. Based on work they have done at virtually all of the world's leading professional financial services organization, this book shares the techniques developed and lessons learned in the Greenwich Associates' proprietary research and experience consulting for over a quarter of a century.
What is good financial service? Being knowledgeable. Keeping in touch. Knowing your client's needs. For the past twenty-five years, senior executives of professional financial services firms have relied on the experience of Greenwich Associates in establishing their strategy to attract and keep a committed client base-the core of financial services consulting. Based on work they have done at virtually all of the world's leading professional financial services organization, this book shares the techniques developed and lessons learned in the Greenwich Associates' proprietary research and experience consulting for over a quarter of a century.
Related to Financial Services without Borders
Titles in the series (2)
Financial Services without Borders: How to Succeed in Professional Financial Services BlackRock's Guide to Fixed-Income Risk Management Rating: 0 out of 5 stars0 ratings
Related ebooks
Material Adverse Change: Lessons from Failed M&As Rating: 0 out of 5 stars0 ratingsBlackRock's Guide to Fixed-Income Risk Management Rating: 0 out of 5 stars0 ratingsSix Keys to Unlocking Your Door of Greatness Rating: 0 out of 5 stars0 ratingsAccountants' Handbook, Financial Accounting and General Topics Rating: 0 out of 5 stars0 ratingsMergers, Acquisitions, and Other Restructuring Activities Rating: 0 out of 5 stars0 ratingsIt's Harvest Time; Get the House Ready Rating: 0 out of 5 stars0 ratingsEnvironmental Finance: A Guide to Environmental Risk Assessment and Financial Products Rating: 1 out of 5 stars1/5Financial Instrument Pricing Using C++ Rating: 2 out of 5 stars2/5Qualified Appraisals and Qualified Appraisers: Expert Tax Valuation Witness Reports, Testimony, Procedure, Law, and Perspective Rating: 0 out of 5 stars0 ratingsOperational Risk Assessment: The Commercial Imperative of a more Forensic and Transparent Approach Rating: 0 out of 5 stars0 ratingsPortable Alpha Theory and Practice: What Investors Really Need to Know Rating: 0 out of 5 stars0 ratingsInternational Economic Indicators and Central Banks Rating: 0 out of 5 stars0 ratingsInvestment Leadership: Building a Winning Culture for Long-Term Success Rating: 0 out of 5 stars0 ratingsInvesting in India: A Value Investor's Guide to the Biggest Untapped Opportunity in the World Rating: 0 out of 5 stars0 ratingsHedge Fund Due Diligence: Professional Tools to Investigate Hedge Fund Managers Rating: 0 out of 5 stars0 ratingsSecurities Operations: A Guide to Trade and Position Management Rating: 4 out of 5 stars4/5The Future of Banking: In a Globalised World Rating: 0 out of 5 stars0 ratingsModern Portfolio Theory: Foundations, Analysis, and New Developments Rating: 0 out of 5 stars0 ratingsHedge Funds Of Funds: A Guide for Investors Rating: 0 out of 5 stars0 ratingsDaughter of the King: Nine Liberating Truths for God's Girls Rating: 0 out of 5 stars0 ratingsFinancial Advice and Investment Decisions: A Manifesto for Change Rating: 0 out of 5 stars0 ratingsLife Markets: Trading Mortality and Longevity Risk with Life Settlements and Linked Securities Rating: 0 out of 5 stars0 ratingsInternational Corporate Finance: Value Creation with Currency Derivatives in Global Capital Markets Rating: 0 out of 5 stars0 ratingsPension Revolution: A Solution to the Pensions Crisis Rating: 0 out of 5 stars0 ratingsHedge Fund Operational Due Diligence: Understanding the Risks Rating: 0 out of 5 stars0 ratingsOperational Risk Toward Basel III: Best Practices and Issues in Modeling, Management, and Regulation Rating: 0 out of 5 stars0 ratingsThe EVA Challenge: Implementing Value-Added Change in an Organization Rating: 3 out of 5 stars3/5Hedge Fund Analysis: An In-Depth Guide to Evaluating Return Potential and Assessing Risks Rating: 5 out of 5 stars5/5Active Private Equity Real Estate Strategy Rating: 3 out of 5 stars3/5The Future of Finance: A New Model for Banking and Investment Rating: 0 out of 5 stars0 ratings
Finance & Money Management For You
Just Keep Buying: Proven ways to save money and build your wealth Rating: 5 out of 5 stars5/5The Psychology of Money: Timeless lessons on wealth, greed, and happiness Rating: 5 out of 5 stars5/5The 7 Habits of Highly Effective People: 15th Anniversary Infographics Edition Rating: 5 out of 5 stars5/5The Richest Man in Babylon Rating: 4 out of 5 stars4/5ABCs of Buying Rental Property: How You Can Achieve Financial Freedom in Five Years Rating: 5 out of 5 stars5/5How to Easily Write, Create, and Publish Your First Children's Book Rating: 4 out of 5 stars4/5Financial Words You Should Know: Over 1,000 Essential Investment, Accounting, Real Estate, and Tax Words Rating: 4 out of 5 stars4/5How to Make Money in Stocks: A Winning System in Good Times and Bad, Fourth Edition Rating: 5 out of 5 stars5/5Principles: Life and Work Rating: 4 out of 5 stars4/5Leading with Cultural Intelligence 3rd Edition: The Real Secret to Success Rating: 4 out of 5 stars4/5The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make Rating: 0 out of 5 stars0 ratingsRetire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedom Rating: 4 out of 5 stars4/5Capitalism and Freedom Rating: 4 out of 5 stars4/5The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors Rating: 4 out of 5 stars4/5You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market P Rating: 4 out of 5 stars4/5The Total Money Makeover by Dave Ramsey: Summary and Analysis Rating: 4 out of 5 stars4/5Set for Life: An All-Out Approach to Early Financial Freedom Rating: 4 out of 5 stars4/5The Great Reset: And the War for the World Rating: 4 out of 5 stars4/5Wealthology: The Science of Smashing Money Blocks Rating: 3 out of 5 stars3/5Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life Rating: 4 out of 5 stars4/5The Freedom Shortcut: How Anyone Can Generate True Passive Income Online, Escape the 9-5, and Live Anywhere Rating: 5 out of 5 stars5/5The Tax and Legal Playbook: Game-Changing Solutions To Your Small Business Questions Rating: 3 out of 5 stars3/5
Related podcast episodes
Ep. 53 - The Second Coming of Christ 100% found this document usefulHousing experts weigh in on housing supply, homebuilding 0% found this document useful739. Insights: Could 'mortgages as a service' mark the future of homebuying? 0% found this document usefulA Lesson in 'Value vs Price': Stansberry Investor Hour 0% found this document usefulIs It Better to Rent or Buy a Home? 0% found this document usefulAmbassador Kenneth Adelman Remembers Henry Kissinger 0% found this document usefulBREAKDOWN: Why a Strong Dollar Is Bad for the US and Bad for the World, Feat. Lyn Alden 0% found this document usefulAdmiral Bill Owens, Co-founder and Executive Chairman of Red Bison Advisory Group 0% found this document usefulCock-ups and Conspiracies: Evan Davis and guests swap thoughts on corporate cock-ups and conspiracies. 0% found this document usefulThis Is What 5% Mortgage Rates Mean Now For The Housing Market 0% found this document usefulBloomberg Wall Street Week: Rieder, Hooper, Fiorina 0% found this document usefulDevelopment challenges, Brexit questions and seaside searches 0% found this document useful514: BiggerNews, October: How Small Landlords Can Beat the Hedge Funds 0% found this document useful
Related articles
Is Tiger-cub Bill Hwang's Mauling An Omen Of A Financial Crisis For Hong Kong? This Week in AsiaArticle
Is Tiger-cub Bill Hwang's Mauling An Omen Of A Financial Crisis For Hong Kong?
May 3, 2021
THE WONDERFUL THING ABOUT TIGGERS Do you have questions about the biggest topics and trends from around the world? Get the answers with SCMP Knowledge, our new platform of curated content with explainers, FAQs, analyses and infographics brought to yo
3 min readA Decade After The Bubble Burst, House Flipping Is On The Rise NPRArticle
A Decade After The Bubble Burst, House Flipping Is On The Rise
Apr 17, 2018
House flipping is at an 11-year high in the U.S. New research shows borrowers with good credit like flippers, and not subprime borrowers, were mainly responsible for the crash. Is another bust coming?
5 min readBoard and Donor Lists Wisconsin Magazine of HistoryArticle
Board and Donor Lists
Nov 21, 2017
OfficersPresident: Brian D. Rude, Coon ValleyPresident-Elect: Gregory B. Huber, WausauTreasurer: Walter S. Rugland, AppletonSecretary: Ellsworth H. Brown, The Ruth and Hartley Barker Director, FitchburgPast President: Conrad G. Goodkind, Milwaukee Te
2 min readNew Secretary For FFF Cage & Aviary BirdsArticle
New Secretary For FFF
Apr 19, 2023
1 min readIs Your Retirement Fund Ruining Our Economy? NPRArticle
Is Your Retirement Fund Ruining Our Economy?
Oct 8, 2019
3 min readThe Worst Trades In History… Countrywide Financial MoneyWeekArticle
The Worst Trades In History… Countrywide Financial
May 19, 2023
Bank of America has its origins in the Bank of Italy, founded in San Francisco in 1904. Originally aimed at Italian immigrants to the US, it rapidly expanded across California and was renamed Bank of America in 1930. In 1998 it merged with NationsBan
1 min readHave Money, Won’t Travel: Why do investors prefer to put their money to work at home? NautilusArticle
Have Money, Won’t Travel: Why do investors prefer to put their money to work at home?
Dec 19, 2013
The category of “specialist” seems to be ingrained deeply both in the history of evolution, and the development of modern society. Homo sapiens is, in its own ways, a specialist: We are most remarkable for our large brains and the application of our
4 min readLet’s Get Ethical New Zealand ListenerArticle
Let’s Get Ethical
Mar 25, 2024
2 min readPEOPLE & POINTS Beijing ReviewArticle
PEOPLE & POINTS
May 25, 2023
Zhang Jinyuan, 94, has recently received the 2023 International Achievement Award from the Florence Nightingale International Foundation, the International Council of Nurses’ premier foundation. As one of the most prestigious honors in global nursing
3 min readHow Damage From A US Debt Default Could Cascade Across The Global Economy The IndependentArticle
How Damage From A US Debt Default Could Cascade Across The Global Economy
May 22, 2023
6 min readIndustry News Shop TalkArticle
Industry News
Sep 1, 2019
Milwaukee, WI – Law Tanning announced that it has added Vice President of Product Development and Marketing, Whitney Tinsley to the leadership team. In her role, Whitney will collaborate with the technical team to expand Law Tanning Company’s portfol
3 min readFrank and Steven’s Excellent Corporate-Raiding Adventure The AtlanticArticle
Frank and Steven’s Excellent Corporate-Raiding Adventure
Apr 16, 2017
20 min readHow Diversity Defeats Groupthink Rotman ManagementArticle
How Diversity Defeats Groupthink
Sep 1, 2020
12 min readForce Of Nature 5280 MagazineArticle
Force Of Nature
Aug 25, 2023
16 min readThe Best Trades In History... Shorting Enron MoneyWeekArticle
The Best Trades In History... Shorting Enron
Jul 29, 2022
Born in 1957 in Milwaukee, Wisconsin, Jim Chanos (pictured) graduated from Yale. He later joined Gilford Securities as an equity analyst, where he made his name as one of the first people to question the opaque accounts of Baldwin-United, a piano ret
1 min readThe Foundations Of A Good Idea NZ Property InvestorArticle
The Foundations Of A Good Idea
Apr 26, 2023
Relocatable homes have come of age recently. No longer are they just old, formerly unwanted properties shipped to a new location; innovations in technology around construction have seen these morph into attractive, highly liveable portable homes. In
2 min readWhat Does It Mean To Be A New Zealander In 2020? NZ MarketingArticle
What Does It Mean To Be A New Zealander In 2020?
Jun 21, 2018
Everyone talks about the ‘new New Zealand’ – but what’s really changed? What does this mean for your business and brand? And why do we see the same well-worn imagery of a New Zealand of the 20th century, rather than the 21st? Global movements have me
5 min readHalf A Century Of B.a.s.s Sea AnglerArticle
Half A Century Of B.a.s.s
Oct 13, 2023
4 min readFrom The Editor... MoneyWeekArticle
From The Editor...
Oct 7, 2022
2 min readGary Winnick, Global Crossing Founder And Once L.A.'s Richest Man, Dies At 76 Los Angeles TimesArticle
Gary Winnick, Global Crossing Founder And Once L.A.'s Richest Man, Dies At 76
Nov 7, 2023
4 min readSHAKE-UPS & SHOCK WAVES New Zealand ListenerArticle
SHAKE-UPS & SHOCK WAVES
Nov 1, 2020
No one used the term “disrupters” in the early 1970s. But if they had, it would surely have been applied to a bunch of audacious young entrepreneurs from Wellington who took the gamble of launching a new national newspaper. In business parlance, a di
6 min read75 Years Ago The U.S. Dollar Became The World's Currency. Will That Last? NPRArticle
75 Years Ago The U.S. Dollar Became The World's Currency. Will That Last?
Jul 30, 2019
4 min readFrom The Editor... MoneyWeekArticle
From The Editor...
Dec 8, 2023
2 min readHarry Belafonte Understood Persuasion The AtlanticArticle
Harry Belafonte Understood Persuasion
Apr 26, 2023
7 min readFidelity's Stock-Picking Culture Is Alive and Well KiplingerArticle
Fidelity's Stock-Picking Culture Is Alive and Well
Feb 1, 2018
Every April, the investment team at Fidelity holds an internal stock-picking contest. On the appointed day, after the market closes, the team gathers on the 14th floor of the firm's Summer Street offices in Boston, and 40-odd portfolio managers each
9 min readNorthern Ireland’s Leaders Head Stateside For First International Visit Evening StandardArticle
Northern Ireland’s Leaders Head Stateside For First International Visit
Mar 12, 2024
2 min readIs China A Threat Or An Opportunity? Depends Which Americans You Ask NPRArticle
Is China A Threat Or An Opportunity? Depends Which Americans You Ask
Oct 8, 2021
Silicon Valley entrepreneurs, Midwestern farmers and Wall Street investors all see China as a business opportunity. Yet in Washington, China is first and foremost a security threat.
5 min readThe Powell Staying Put MoneyWeekArticle
The Powell Staying Put
Jul 15, 2022
2 min readChina Has 'Nuclear Options' In Trade War With US ... Really? This Week in AsiaArticle
China Has 'Nuclear Options' In Trade War With US ... Really?
Apr 23, 2018
As the war of words over US-China trade relations has threatened to escalate into open economic conflict, commentators on both sides have argued that China's most effective defence against US trade and investment restrictions may not lie in imposing
3 min readLetters Finest HourArticle
Letters
Aug 2, 2022
3 min read
Reviews for Financial Services without Borders
Rating: 0 out of 5 stars
0 ratings
0 ratings0 reviews
Book preview
Financial Services without Borders - Greenwich Associates
Enjoying the preview?
Page 1 of 1