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A case for a business plan - September, 11’s lesson for small and medium business owners
Many of us know the story of Morgan Stanley, the global financial services firm and largest tenant in the World Trade Center, who lost ONLY 6 out of its 2,700 employees on September, 11. But did you ever wonder why? Why only 6 employees (including Morgan Stanley’s head of security)? And what on earth can this story tell us about business plans?
J.P. Morgan: The Finance King Is Born
Forbes.com editors ranked him as the second most influential businessman of all time as well as the most important banker who ever lived. An American financier and banker, J.P. Morgan became one of the wealthiest men in the world, who created a reputation for himself after having rescued the U.S. government from financial nightmare, and after having created the world’s first billion-dollar company among other feats. The empire and the company he created live on to this day as the third-largest financial services firm in the U.S.
Lesson #4: Plan Today So You Can Act Fast Tomorrow
Schwab took his company from being a one-man startup to the world’s largest financial services firm in record-setting time. How? Early on, Schwab decided to establish a number of guiding principles that would allow him to make quick decisions. He believed that by following a strict process and adhering to strict requirements, he would be well-prepared ahead of time in order to act with lightening speed.

Other financial services firm Related Articles

J.P. Morgan: The Finance King Is Born
Forbes.com editors ranked him as the second most influential businessman of all time as well as the most important banker who ever lived. An American financier and banker, J.P. Morgan became one of the wealthiest men in the world, who created a reputation for himself after having rescued the U.S. government from financial nightmare, and after having created the world’s first billion-dollar company among other feats. The empire and the company he created live on to this day as the third-largest financial services firm in the U.S.
“A Strategic Approach To Produce A Strong Professional Services Brand, According To Your Strategic Thinking Business Coach”
A professional services firm, just like other types of businesses, needs to develop a strong brand and a favorable impression in the minds of prospects, clients and stakeholders in their business. In smaller professional service firms, there are limited financial resources for advertising as a primary branding vehicle. Therefore, as strategic approach is imperative to maximize the impact of available resources to rand your professional services firm. How do you influence your market in a strategic way that produces a favorable image of your firm in the minds of your prospects, clients and stakeholders? Your strategic thinking business coach recommends the following strategic approach.
SEO Services
These days it seems as if there are more companies offering SEO services than there are websites themselves. Whatever firm you choose to go with to help optimize your site for the search engines, there is a standard amount of information that they should be reporting back to you. Before they even do anything, a firm should carry out an in-depth report about what areas your site needs improving on, and what could be done.

1.0 Introduction: Microfinance in Africa - Experience and Lessons from Selected African Countries
Small enterprises and most of the poor population in sub-Saharan Africa have very limited access to deposit and credit facilities and other financial services provided by formal financial institutions. For example, in Ghana and Tanzania, only about 5–6 percent of the population has access to the banking sector. This lack of access to financial services from the formal financial system is quite striking, when one considers that in many African countries the poor represent the largest share of the population and that the informal sector is an important part of the economy.
International Finance Corporation (IFC) and Blue Financial Services Group to Integrate HIV/AIDS Prevention with Microfinance
The International Finance Corporation (IFC), a member of the World Bank Group, announced plans to work with Blue Financial Services Group, a publicly traded African financial services company with over 100 branches in seven countries, on a pilot HIV/AIDS awareness and prevention program in Botswana, South Africa and Zambia. A statement released by the IFC explained that the program will target small companies and local communities, seeking to preserve jobs and businesses by integrating traditional financial services with HIV/AIDS prevention.
Kinnevik Invests $14m in African Microfinance Institution Bayport Financial Services
Investment AB Kinnevik, a Stockholm-based international investment firm, announced that it has invested USD 14 million in the African microfinance institution (MFI) Bayport Financial Services. The financing is provided as a combination of debt and equity.
JPMorgan Launches Social Sector Finance Unit to Bring Financial Services to Microfinance and Social Enterprises
JPMorgan, a US-based global financial services firm with assets of USD 1.5 trillion and operations in more than 50 countries, has announced the launch of a Social Sector Finance (SSF) unit within its Investment Bank.

How hiring a PR firm can produce business for franchises
Just as you, as a franchise professional, know how to set people up with their own business, public relations professionals know how to drive customers to your business. PR professionals know how to gain publicity, utilize social media, plan campaigns and much more and if you have the financial ability to do so, you should let them do it. No sense in using all of your time to try to write and distribute a press release when a PR firm could do that in a much better fashion. Here I discuss why I believe it is beneficial to people in the franchise industry to hire a PR firm if they have the financial ability to do so.
Looking at Factoring in a Whole New Light
In the post-financial-crisis world in which we now live, most business owners and entrepreneurs view commercial financing in a completely different light than they did before. With traditional bank loans getting harder to obtain, many owners have had to look “outside the box” for the capital they need to sustain and grow their firms. In doing so, many have discovered (or sometimes rediscovered) the potential benefits of asset-based lending and factoring. Sarsha Adrian, a senior consultant with Graber Associates, a marketing and research firm that specializes in financial services, made this observation during a recent webinar. Read on for more details on her thoughts and comments.
Legal Marketing: Your logo, a visual foundation for your firm
Your logo is a visual representation of your firm, and it should be recognizable, consistent and memorable. Your brand – and by extension, your logo–is your promise to your clients. It includes the way your office looks, the way you answer your phone and emails, the type of people you hire, the way you deliver your services-ultimately it’s who you are as a firm. The most obvious extension of your branding is often your firm logo so creating one should be approached with a level of seriousness and dedication.
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