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Art & Science

These concise articles share lessons learned that can help you crush your next finals and become more effective in communicating with clients.

See War Stories for sales tips from the trenches.

Visit the Excess Returns Archive for marketing and sales insights.

A Risk Well Worth Taking

Bedside Manners for Client Service Professionals

Client Service: What New Business Prospects Want to Know

Dark Horse Power

Does the Presentation Book Matter?

Email Marketing: Spam or Secret Weapon?

How to Stay Up When Your Numbers Are Down

If Investment Managers Are Different, Then Why Do They All Sound Alike?

Lessons from Experience: How to Handle a Stoneface

Philosophy for Investment Managers

Presentation Strategy: to Script or not to Script?

Q&A Success Strategies

Research Is a Commodity If…

Strength Through Presentation Adversity

The Art of Competitive Differentiation: 10 Ways to Communicate More Effectively

The Original Penguin Brochure

The Right Balance

The Seven Deadly Sins of Investment Marketing

The Soul of Wit Revisited

Top 10 Reasons Why Investment Managers Win Business

Top 10 Reasons Why Many Avoid Discussing the Sell Discipline

Want to Stand Out From the Crowd? Then Avoid This Language!

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