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Instructions and Help about consultation intake form

Hi this is Billy terrassa for modern law and my practice I have essentially spent all day working on in taking consultations my office manager Katelyn who's my right hand is in Toronto meeting with our Canadian team that does all of the phone answering for modern law and all of the clients I've bought in my practice so they do all of the client intake and Katelyn is there working on some training they've brought on a lot of new people in order to handle the firm's that were working with and the increased call lynnium that we have and there's nothing like you know kind of old-fashioned on the ground training and so I spent a hour with them on video doing calls and I have a certain way that I want these calls handled and I have also you know pretty specific way that I want our consultations handled and I feel very strongly that we're not selling people that we are and this is a contradiction because on one hand I absolutely want us fully engaged in the sales process but what I don't want is for my intake team to be convincing people to schedule in law or any of the other firms that we work with that's simply not an effective way to make someone want to work with you so instead I want them fully engaged in the conversation I want them to be the most available best friend someone could ever have on the end of the phone and we did a few role plays and in one of them Katelyn who's in Toronto was was role playing with me and she was talking about this thing and you know going on and on and I was I was the phone answering person pretending to be and I will not say let's get you scheduled let's get you in I I will wait until she says well how do I get in with you until I offer that instead I'm right with her in the in whatever conversation she's having so she was describing a husband that had cheated on her and she wasn't sure what to do and she did it for me shinden it's it almost makes sense for me to prthat as an example or an example of what I think a perfect intake color should look like but then also I was working with my attorneys on consultations and so it's it's a similar philosophy I break the initial consultations into three steps step one is breeding and when you're greeting the client you want to this is your only chance to make a first impression so you want to be exactly what they expected you to be as an attorney you want to be confident in what I have but posture you are smiling would find them you want to say hello Jeff it is so great to meet you I'm glad you're here let's.

FAQ

How should I proceed with my application for the MBA program in ISB?
The first thing a potential MBA applicant should do is introspect and understand why they want to do an MBA and whether it aligns with their career plans. An MBA is fairly demanding in terms of the effort required for the application, monetary investment and the opportunity cost. This introspection will also help the candidate during their essay writing and application process. Speaking to alumni and current students will help prperspective, the ground reality and experience students have had.ISB typically has 2 rounds of application (September/October and December/January). For the 2021 intake, ISB announced a Round 3 as well, but that doesn’t seem likely again.Once you do decide to apply to ISB, you will be required to follow certain steps:Taking the GMAT/GRE: the first thing one should do is prepare and take one of these exams. GRE is now accepted by most Business Schools. Preparation time ranges anywhere from 1-6 months, so plan ahead and start studying at least 10 months before the application deadline. This will give you enough time in case the test needs to be taken again. The average GMAT score at ISB is 709.Sending ISB your official GMAT report: you can do this on the day you take the test for free or later by paying an additional fee.Building your story:Essays: these need to go through several iterations to be just perfect. So start developing your story and collecting material for the same about 2 months in advance. Be sure to write original content even if you’re tempted to pick up a few lines from Google. ISB puts all its applications through plagiarism check and considers unoriginal content a very serious offense. Consider going to an Admissions Consultant if you don’t feel confident about doing this yourself. ISBmantra has a team of experts who are former ISB Admissions Officials: https://www.isbmantra.com/people... However, do start the process early enough as the consultants may also be super packed closer to the deadlines.Resume: ISB doesn’t need a resume but requires you to fill out a detailed application form about your work experience and personal details. It would be beneficial to collect your achievements at work and collate them into a document. Do not forget to highlight your extracurricular activities and hobbies. Ideally, you shouldn’t bring up things from high school and before unless they are really impressive. Focus on activities and achievements in the last 3-4 years.Letter of recommendation: ISB requires you to submit one letter of recommendation. This should ideally be from someone at work, who you have had a close working relationship with. Remember, it’s better to ask your manager for this than the CEO of the company as your manager would have spent more time with you and will be able to comment more comprehensively on your qualities and achievements. It’s completely alright to sit with your recommender and discuss areas that you may want him to highlight in the context of specific projects and tasks you may have taken up in the past.Application form: Do take out good time to fill this well as it is very detailed and requires you to fill in several details and upload a number of documents. Be sure to have collected and scanned these in advance.Application fee: this has to be paid online at the time of submitting the application.ISB views your application holistically, so make sure you complete each component of the process well. Once you have submitted the application, it may be wise to start preparing for the interview since ISB gives just 5-7 day notice before your actual interview.Feel free to drop us a line at info@isbmantra.com to get a more profile-specific advice.All the Best!ISBmantrawww.isbmantra.com
What could disrupt McKinsey, Bain, or BCG? When will it happen and how?
Management consulting is clearly being disrupted already. But I from what I have observed, the MBBs are actually responding quite well to it. If there are to be losers, they are more likely to be smaller firms that don’t evolve fast enough and the Big 4.The old way of doing consulting - impressing clients with basic logical thinking, neat slides, excel models and benchmarks - is dying very fast. When I started into consulting, 4 years ago, you could deliver an engagement by sticking to the tried and true approach of “Where to play?, How to win?, What to do next?”.Now, most clients have much more complex problems. From my talks with my own clients, here are some of the big questions that are keeping senior executives of large businesses awake at night:“What to bet on next, and how to scale? There are a lot of technologies, disruptions‡ going on in our industry. We know it’s useless to build a “grand strategy” like in the old days, and that nobody really knows what will come next, so how can we make sure we’re exposed to the key bets and can change our core business very fast once we see a bet getting traction?”“How to build our capabilities with less traditional MBAs and more software engineers, data science talents‡ - which we know we can’t afford in our current salary grid. Obviously we can’t change our workforce overnight, so how can we ensure their re-skilling?”“How to innovate and develop new products? We know our traditional process is not working anymore. We need to start from the customer, iterate fast, be ready to pivot‡ but we are beholden to the old, bureaucratic model: How can we change, and fast?”“How to reap some actionable benefits from our data science teams? Of course, we are well aware that the future lies in the power of data. We have invested a lot in building our data infrastructure, retraining our old CRM teams to keep their skillset current, invested millions in services and software from Data Science companies‡ but we don’t have a lot to show for it yet, because no matter how valuable the insights, it’s not easy to implement them throughout the business”What is not keeping them up at night, is “How can I build a beautiful slidedeck for my strategic plan review next quarter”, “What should be my Grand Strategy for the next 3 to 5 years”, “How should I sell more of product B, which is already slowly dying”‡ i.e. the traditional consulting questions.As you can see, not all large companies are complacent are waiting to be disrupted and die slowly. Most of them are acutely aware of the need to transform and move fast, but initiating change at that scale is a challenge.Now, for all of those questions, the MBBs have formulated offers quite quickly:Now, I would say that since last year 1/3 to 1/2 of all engagements are around building a Digital Factory, a Corporate Venture unit, developing a re-skilling plan‡ (at least, that’s the case in France, where I’m working)MBBs have also developed their own structures to complement their traditional consulting offer: For instance the Gamma Lab for Data Science at BCG, BCG Ventures which are staffed with more designers than consultants…So even if consulting is being thoroughly transformed, MBBs are moving fast as well, and have well responded to those needs.I think this disruption of consulting will also benefit emerging / innovative new entrants, who propose this hybrid approachNow, as for the potential losers:Smaller firms / boutiques who don’t evolve : The obvious one. Most boutiques, founded in the heydays of the consulting of the 1980s / 1990s, managed so far to keep a similar talent pool to MBBs. But having less leverage, they might be more conservative and reluctant to invest outside their traditional business model. Some will use their small size at their advantage to move as fast as MBBs, if not faster, and thrive. But others will wake up later and have a hard time competing. I would also include tier-2 firms who haven’t started to transform yet: for instance, compare Roland Berger, who has embraced change, vs. A.T. Kearney who has not yet developed a robust digital offer.Big 4: Now this one is probably more controversial, but hear me out.To build those new offers, it requires to be able to attract top talents outside the traditional MBA pool. Big 4 already are struggling to source from the same “general business” talent pool: How hard do you think it will be for them to acquire top designer / developers / data scientists? MBBs already can’t target the really top talents, but just like investment banks, they have enough of a cachet, prestige and are used to highly paying their employees to source a “strong enough” talent pool. But Big4? No disrespect for those firms - which are very good in what they do - but that’s going to be a hard sellClients don’t care about paying MBBs twice as much, so the cost advantage of the Big 4 is limited. There’s a lot of doom & gloom among senior executives. Nobody is stupid, all of them have seen how the world is changing before their eyes and how entire chunks of the economy have been simply remodeled in a few years. Even Big Firms who have been genuinely successful at innovating and moving fast (for their scale) are still very wary. If MBBs firm practionable solutions to help them stay relevant, they really don’t care if it’s a $10M or $20M project at that level.Unlike traditional boutiques, who are at risk of being wiped out, Big 4 will have something to fall back on: They are strong in Operations, and will probably continue to do well in this area. But their foray into the kind of strategic work I described will be challenging.A couple of observations based on the other answers I have seen:About freelance consultants platforms : Whilst there is definitely a market for it, I don’t believe it will disrupt the MBBs. This is further evidence that we are moving towards a two-tiered consulting market: For price-sensitive engagements - which usually where smaller firms and Big4 had an advantage - body-shopping through freelance platforms will become an alternative, which will further drive costs down. But for critical engagements, clients are not really price-sensitive, and they will be more than ready to pay for MBBs.About the risk that MBBs can’t attract top talents anymore. I think that’s a bit exaggerated: MBBs still offer interesting projects, a high level of prestige and very competitive packages. That now the really best and brightest don’t go to MBBs anymore but join tech companies or found their startups instead might be true. But it’s actually not necessary for MBBs to get the absolute best level of talent. Maintaining a strong enough talent pool is enough for MBBs.About the risk that former consultants in the corporate world render MBBs useless: It’s true that clients are much more mature now than in the heydays of consulting in the 1980s. It would be a threat if MBBs did exactly the same thing as 10 or 20 years ago, which in-house strategy departments know how to do. But if MBBs are as little as 6 months-to-1 year ahead of their clients - and they are on those topics - they’ll maintain their advantage.
Do military members have to pay any fee for leave or fiancee forms?
NOOOOOOO. You are talking to a military romance scammer. I received an email from the US Army that directly answers your question that is pasted below please keep reading.I believe you are the victim of a military Romance Scam whereas the person you are talking to is a foreign national posing as an American Soldier claiming to be stationed overseas on a peacekeeping mission. That's the key to the scam they always claim to be on a peacekeeping mission.Part of their scam is saying that they have no access to their money that their mission is highly dangerous.If your boyfriend girlfriend/future husband/wife is asking you to do the following or has exhibited this behavior, it is a most likely a scam:Moves to private messaging site immediately after meeting you on Facebook or SnapChat or Instagram or some dating or social media site. Often times they delete the site you met them on right after they asked you to move to a more private messaging siteProfesses love to you very quickly & seems to quote poems and song lyrics along with using their own sort of broken language, as they profess their love and devotion quickly. They also showed concern for your health and love for your family.Promises marriage as soon as he/she gets to state for leave that they asked you to pay for.They Requests money (wire transfers) and Amazon, iTune ,Verizon, etc gift cards, for medicine, religious practices, and leaves to come home, internet access, complete job assignments, help sick friend, get him out of trouble, or anything that sounds fishy.The military does prall the soldier needs including food medical Care and transportation for leave. Trust me, I lived it, you are probably being scammed. I am just trying to show you examples that you are most likely being connned.Below is an email response I received after I sent an inquiry to the US government when I discovered I was scammed. I received this wonderful response back with lots of useful links on how to find and report your scammer. And how to learn more about Romance Scams.Right now you can also copy the picture he gave you and do a google image search and you will hopefully see the pictures of the real person he is impersonating. this doesn't always work and take some digging. if you find the real person you can direct message them and alert them that their image is being used for scamming.Good Luck to you and I'm sorry this may be happening to you. please continue reading the government response I received below it's very informative.   You have contacted an email that is monitored by the U.S. Army Criminal Investigation Command. Unfortunately, this is a common concern. We assure you there is never any reason to send money to anyone claiming to be a Soldier online. If you have only spoken with this person online, it is likely they are not a U.S. Soldier at all. If this is a suspected imposter social media profile, we urge you to report it to that platform as soon as possible. Please continue reading for more resources and answers to other frequently asked questions:  How to report an imposter Facebook profile: Caution-https://www.facebook.com/help/16... Caution-https://www.facebook.com/help/16...   Answers to frequently asked questions:  - Soldiers and their loved ones are not charged money so that the Soldier can go on leave.  - Soldiers are not charged money for secure communications or leave.  - Soldiers do not need permission to get married.  - Soldiers emails are in this format: john.doe.mil@mail.mil Caution-mailto: john.doe.mil@mail.mil anything ending in .us or .com is not an official email account.  - Soldiers have medical insurance, which pays for their medical costs when treated at civilian health care facilities worldwide ‡ family and friends do not need to pay their medical expenses.  - Military aircraft are not used to transport Privately Owned Vehicles.  - Army financial offices are not used to help Soldiers buy or sell items of any kind.  - Soldiers deployed to Combat Zones do not need to solicit money from the public to feed or house themselves or their troops.  - Deployed Soldiers do not find large unclaimed sums of money and need your help to get that money out of the country.  Anyone who tells you one of the above-listed conditions/circumstances is true is likely posing as a Soldier and trying to steal money from you.  We would urge you to immediately cease all contact with this individual.  For more information on avoiding online scams and to report this crime, please see the following sites and articles:   This article may help clarify some of the tricks social media scammers try to use to take advantage of people: Caution-https://www.army.mil/article/61432/ Caution-https://www.army.mil/article/61432/   CID advises vigilance against 'romance scams,' scammers impersonating Soldiers  Caution-https://www.army.mil/article/180749 Caution-https://www.army.mil/article/180749   FBI Internet Crime Complaint Center: Caution-http://www.ic3.gov/default.aspx Caution-http://www.ic3.gov/default.aspx   U.S. Army investigators warn public against romance scams: Caution-https://www.army.mil/article/130... Caution-https://www.army.mil/article/130...   DOD warns troops, families to be cybercrime smart -Caution-http://www.army.mil/article/1450... Caution-http://www.army.mil/article/1450...   Use caution with social networking  Caution-https://www.army.mil/article/146... Caution-https://www.army.mil/article/146...    Please see our frequently asked questions section under scams and legal issues. Caution-http://www.army.mil/faq/ Caution-http://www.army.mil/faq/ or visit Caution-http://www.cid.army.mil/ Caution-http://www.cid.army.mil/ .  The challenge with most scams is determining if an individual is a legitimate member of the US Army. Based on the Privacy Act of 1974, we cannot prthis information. If concerned about a scam you may contact the Better Business Bureau (if it involves a solicitation for money), or local law enforcement. If you're involved in a Facebook or dating site scam, you are free to contact us direct, (571) 305-4056.   If you have a social security number, you can find information about Soldiers online at Caution-https://www.dmdc.osd.mil/appj/sc... Caution-https://www.dmdc.osd.mil/appj/sc... . While this is a free search, it does not help you locate a retiree, but it can tell you if the Soldier is active duty or not.  If more information is needed such as current duty station or location, you can contact the Commander Soldier's Records Data Center (SRDC) by phone or mail and they will help you locate individuals on active duty only, not retirees. There is a fee of $3.50 for businesses to use this service. The check or money order must be made out to the U.S. Treasury. It is not refundable. The address is:  Commander Soldier's Records Data Center (SRDC) 8899 East 56th Street Indianapolis, IN 46249-5301 Phone: 1-866-771-6357  In addition, it is not possible to remove social networking site profiles without legitimate proof of identity theft or a scam. If you suspect fraud on this site, take a screenshot of any advances for money or impersonations and report the account on the social networking platform immediately.  Please submit all information you have on this incident to Caution-www.ic3.gov Caution-http://www.ic3.gov (FBI website, Internet Criminal Complaint Center), immediately stop contact with the scammer (you are potentially providing them more information which can be used to scam you), and learn how to protect yourself against these scams at Caution-http://www.ftc.gov Caution-http://www.ftc.gov (Federal Trade Commission's website)
How can I fill out Google's intern host matching form to optimize my chances of receiving a match?
I was selected for a summer internship 2016.I tried to be very open while filling the preference form: I choose many products as my favorite products and I said I'm open about the team I want to join.I even was very open in the  location and start date to get host matching interviews (I negotiated the start date in the interview until both me and my host were happy.) You could ask your recruiter to review your form (there are very cool and could help you a lot since they have a bigger experience).Do a search on the potential team.Before the interviews,  try to find smart question that you are going to ask for the potential host (do a search on the team  to find nice and deep questions to impress your host). Prepare well your resume.You are very likely not going to get algorithm/data structure questions like in the first round. It's going to be just some friendly chat if you are lucky. If your potential team is working on something like machine learning, expect that  they are going to ask you questions about machine learning, courses related to machine learning you have and relevant experience (projects, internship). Of course you have to study that before the interview. Take as long time as you need if you feel rusty. It takes some time to get ready for the host matching (it's less than the technical interview)  but it's worth it of course.
How do I fill out the form of DU CIC? I couldn't find the link to fill out the form.
Just register on the admission portal and during registration you will get an option for the entrance based course. Just register there. There is no separate form for DU CIC.
How do you know if you need to fill out a 1099 form?
Assuming that you are talking about 1099-MISC.  Note that there are other 1099s.check this post - Form 1099 MISC Rules & RegulationsQuick answer - A Form 1099 MISC must be filed for each person to whom payment is made of:$600 or more for services performed for a trade or business by people not treated as employees,Rent or prizes and awards that are not for service ($600 or more) and royalties ($10 or more),any fishing boat proceeds,gross proceeds of $600, or more paid to an attorney during the year, orWithheld any federal income tax under the backup withholding rules regardless of the amount of the payment, etc.