Consultants Help Clients Find and Fire Advisers

A small industry of consultants don't manage any money but help wealthy investors pick financial advisers-those who not only create solid portfolios but have a steady employment history and obey to stringent fiduciary standards, or are able to add a specialty to a family office.

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  • How Management Consulting Teaches Problem Solving

    In Chapter 12 of 23 in his 2014 Capture Your Flag interview, business strategist Bryan Law answers "How Has Your Management Consulting Experience Helped You Be a More Strategic Thinker?" Working as a management consultant teaches Law how to be a better problem solver by training him to best organize and structure client problems. Helping clients organize their thinking allows Law and his management consulting project team to break down difficult problems and better organize information.

  • Leslie Kerner on Skills You Build Working in Management Consulting

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  • Advise for Adviser Going Independent

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  • Bryan Law on Building Team Trust Working in Consulting

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Other Advice Videos


  • Jason Anello on How to Give Better Advice When Asked for Help

    In Chapter 13 of 20 in his 2014 Capture Your Flag interview, creative director and marketing agency co-founder Jason Anello answers "How Have You Learned to Give Better Advice When People Ask You for Help?" Anello shares how giving better advice is to spend more time truly understanding the question you are asked rather than simply sharing what you did when faced with a similar situation. He finds putting himself in the other person's shoes - showing empathy - helps the advice conversation.

  • Andrew Hutson on Finding Sources for Life Advice and Career Coaching

    In Chapter 19 of 23 in his 2014 Capture Your Flag interview, environmental advocate Andrew Hutson answers "At This Moment in Your Life, Where Are You Seeking Advice and Coaching?" Hutson shares three resources he uses for advice and coaching. First and foremost, he relies on his wife for advice giving and attentive listening. Second, he builds mentor relationships in and out of work to provide role modeling and feedback. Third, he works with an executive coach to gain insight on management.

  • Mike Germano on How to Give Better Advice When Asked for Help

    In Chapter 20 of 23 in his 2014 Capture Your Flag interview, VICE Media Chief Digital Officer Mike Germano answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Germano shares how advice requests can often be asks for other things, including asking for money. He also learns to know when not to give advice - including unsolicited advice - and instead help others make their own decisions. Mike Germano is Chief Digital Officer at VICE Media.

  • Cathy Erway on Resisting Temptation When Asked for Advice

    In Chapter 17 of 20 in her 2014 Capture Your Flag interview, author and food writer Cathy Erway answers "How Have You Learned to Give Better Advice When People Ask You for Help?" Erway shares how it is important to resist temptation to give advice on topics where you may have a personal agenda. Instead, she finds it better to be patient and try to filter away personal or selfish bias to focus on the person asking for advice. Cathy Erway is an author, food writer, copywriter and radio show host.

  • Phil McKenzie on How to Give Better Advice When Asked for Help

    In Chapter 18 of 20 in his 2014 Capture Your Flag interview, entrepreneur Phil McKenzie answers "How Have You Learned to Give Better Advice When People Ask You For Help?" McKenzie prefaces his willingness to give advice with the fact that knowledge he shares is based on his own circumstances experience. This brings context to the conversation and prevents him from coming across as judgmental or biased. Philip L. McKenzie is the Founder of Influencer Conference, a global content platform.

  • Some Much Needed Job-Hunting Advice For Millennials And Recent Graduates

    Tracy Tillapaugh offers some advice for millennials and college graduates seeking employment.

  • Jullien Gordon on How to Give Better Advice When Asked for Help

    In Chapter 14 of 19 in his 2014 Capture Your Flag interview, business coach and public speaker Jullien Gordon answers "How Have You Learned to Give Better Advice When People Ask You For Help?" When asked for advice, Gordon finds it helpful to start by asking questions and not giving answers. This helps him shift his model for personal development from a "let me teach it to you" approach to providing others space to come up with their own answers. Jullien Gordon is a business coach & consultant.

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