Aquest Podcast

Author: Daniel Lawlor

A conversational and light-hearted look at all things topical in the Financial Services industry - insightful but not hard work!
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Language: en-ie

Genres: Business, Business News, Investing, News

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E6 Business Strategy for FS Firms
Episode 6
Friday, 17 May, 2024

How FS and professional services firms develop an effective business strategy is the topic for this episode of The Aquest Podcast. My guest is Annette Mahon who is a commercial strategy and business development consultant working exclusively with service providers and financial/fund services businesses. We chat about Annette’s journey into the funds industry and her observations as someone coming fresh to the industry. We discuss how FS firms go about devising and deploying a business strategy to win and retain customers, keep existing staff happy and entice new employees. Annette shares insights on what the best firms do well and how others can catch up. We also chat about what business strategy means for an Irish FS business that is part of an international firm – and how to plan the ideal agenda for a visit from HQ’s CEO! Many thanks to Annette for her thoughts and advice. Enjoy!