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Är anchoring och framing ett problem vid rådgivning?– En explorativ studie om rådgivningsprocessen inom private banking / Are anchoring and framing a problem when consulting? – An explorative study about the consulting process within private bankingEriksson Funke, Lina, Sandberg, Alexandra January 2016 (has links)
Bakgrund: I takt med att antalet miljonärer ökat i Sverige har antalet private banking-kunder ökat. Private bankings främsta syfte är att genom rådgivning uppnå kundens finansiella mål, utan att falla i psykologiska fallgropar. För att kunna upprätthålla en effektiv rådgivning krävs en djupare kunskap om förekomsten av psykologiska fallgropar och deras påverkan på rådgivningsprocessen inom private banking.Syfte: Syftet med uppsatsen är att kartlägga private banking rådgivares kännedom och strategier inom rådgivningsprocessen med fokus på problematiken med anchoring och framing. Uppsatsen syftar även till att, med utgångspunkt i ämnets relevanta teorier och tidigare forskning, analysera och utvärdera hanteringen av anchoring och framing i rådgivningsprocessen inom private banking.Genomförande: Uppsatsens explorativa tillvägagångssätt och kvalitativa ansats kombinerar en litteraturstudie med intervjuer och tester med tio verksamma rådgivare inom private banking. Den insamlade empirin utgör grunden för kartläggningen av private banking rådgivarnas kännedom och strategier i rådgivningsprocessen kopplat till problematiken kring anchoring och framing. En kartläggning som tillsammans med ämnets relevanta teorier och tidigare forskning analyseras och utvärderas för att addera mervärde till rådgivningsprocessen.Slutsats: Anchoring och framing förekommer inom rådgivningsprocessens samtliga delar och hanteras omedvetet av private banking rådgivarna. Rådgivarna har en låg ingående kännedom om fenomenen anchoring och framing men banken har ett intresse i att fördjupa sin kunskap inom forskningsområdet. Anchoring och framing är inte ett problem av avgörande bemärkelse vid rådgivning inom private banking. / Background: As the number of millionaires increased in Sweden, the number of private banking clients increased. The primary purpose within private banking is to achieve the client's financial goals through advising, without falling into psychological biases. In order to maintain an effective consulting requires a deeper knowledge of the existence of the psychological biases and their impact on the consulting process in private banking.Aim: The purpose of this thesis is to identify private banking advisers knowledge and strategies in the consulting process with a focus on the problematics of anchoring and framing. The thesis also aim to, based on relevant theories and previous research, analyze and evaluate the handling of anchoring and framing in the consulting process in private banking.Completion: The thesis exploratory and qualitative approach combines a literature review with interviews and tests with ten active advisers within private banking. The collected empirical data form the chart of private banking advisers knowledge and strategies in the consulting process with focus on the problematics of anchoring and framing. A chart which together with relevant theories and previous research is analyzed and evaluated in order to add value to the consulting process.Conclusion: Anchoring and framing exists in all parts of the consulting process and the private banking advisers handled their existence unconsciously. The advisers have a low ingoing knowledge of the phenomena anchoring and framing, but the bank has an interest to deepen their knowledge of the research field. Anchoring and framing is not an issue of vital sense in consulting process within private banking.
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Digital Maturity Model for Management Consultant Firms : Digital Technologies within a Standardized Management Consulting Process and Performance ImprovementsBravo Guerrera, Mariángeles, Snöberg, Annie, Tetzlaff, Laurie January 2020 (has links)
Background: Digitalization and digital technologies are of significance to management consultant firms since they influence them and force them to reshape and improve their business processes. For that purpose, firms can use Business Process Improvements methods, such as process mapping, benchmarking and maturity models. The authors identified multiple gaps in literature which this thesis aims to address. One gap was the lack of literature focusing on the industry of professional service firms, like management consultant firms. Another gap was on a standardized management consulting process, and the knowledge of how digital technologies are being used within it. There was also a lack of knowledge about what performance improvements management consulting firms can expect when using digital technologies in their management consulting process. Lastly, there is no digital maturity model that is focused towards management consultant firms, that can identify management consultant firms' level of digital maturity. Purpose: The purpose of this study was to explore, describe and explain digital technologies used within a standardized management consulting process, expected performance improvements through the use of digital technologies and the levels of digital maturity through a maturity model for management consultant firms. Method: A qualitative study with an exploratory and explanatory research strategy was used. An abductive approach was applied for this multiple case study, which was based on semi-structured interviews with nine different Case Firms. Findings and Conclusion: The results of the study developed a standardized management consulting process including following activities; initial contact, background research, current status assessment, present project plan, developing solution, closing project by implementing solution and follow up, feedback and lessons learned. Across the standardized consulting process, the firms used technology types of artificial intelligence, analytical applications, cloud computing, automation and web-based applications. The digital technologies are used for collecting information, collaborative presentations, communicating, collaborating to develop consulting solutions, storing and managing documents, managing projects, tracking time, analysing information, developing and sharing insights, and customer relationship management. Seven key categories of performance were identified, which could be improved through the use of digital technologies. The categories include improved knowledge transfer, increased efficiency, measurable value based impact to client, increased quality of consulting, increased competitive advantage, improved knowledge management, increased client reaction and satisfaction. Each of these categories of performance improvements can be further categorized into improvements of efficiency and effectiveness for the consulting process. Improvements in efficiency relate to improvements in the utilization of resources. Improvements in effectiveness relate to improvements in quality of the resulting client solution. The study defined four levels of digital maturity for management consultant firms, including researchers, beginners, adopters and leaders. The key dimensions for assessing their digital maturity include culture, strategy, organization and operations, technology and insights. Across the dimensions there are 15 sub-dimensions and 52 statements for self-assessing digital maturity. The maturity model may be applied by future management consultant firms for benchmarking position within the industry and identifying gaps, opportunities and vision for improvement in their own consulting process and performance through leveraging digital technologies.
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Možnosti využití kariérového poradenství na základní škole / Possibilities of Using Career Guidance and Counseling in Elementary SchoolPalkosková, Klára January 2020 (has links)
This diploma thesis entitled "Possible Use of Career Counseling in Secondary school" focuses primarily on the possible way of introduction of career counseling into secondary schools that are within the czech standard eduacational system. The aim of this diploma thesis is to analyze both the possibilities of use and ways of realization of career counseling in secondary schools, which is now provided primarily within educational counseling. Aim of the thesis was, based on given research assumptions, to analyze opinions of both students and educational counselor on the level of services provided by the career counseling in secondary school. The first part of the thesis will discuss terms related to the area of career counseling and professional orientation of students. It will also analyze occupation selection theories and career development of students, aspects of counseling process, and it will also list knowledge about adolescence period. There will also be identified those subjects and institutions providing career counseling servises that are situated in the Czech Republic. The research part of the thesis will focus on the topic of career counseling itself, more specificly on its concrete form in one selected secondary school which is part of czech standard educational system. A questionnaire...
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