Selling Through Education

Selling Through Education

In This Issue: Teach to Learn | The Downside? | Wealth Management Unwrapped Can a simple shift in mindset greatly increase one’s effectiveness as a salesperson? You bet it can. This issue of Excess Returns explores strategies for selling...
Why Brevity Wins Business

Why Brevity Wins Business

In This Issue: How Less Becomes More | Elevator Speech? | Just Right! Everyone gives lip service to it, but few achieve it consistently. This issue of Excess Returns explores what is perhaps the most effective, least practiced strategy in all of investment marketing:...

An Underutilized Marketing Strategy

In This Issue: A World Without Follow-Up | A System for Following Up | Essentialism How often has this happened to you? You and your team pursue a new business opportunity diligently step by step from initial inquiry to proposal to semifinals and finals. And then …...

Benchmark Atheists

In This Issue: Benchmark Atheists | Active Share | Ivy Investing How do true active investment managers sell themselves in a market that has become deeply skeptical regarding claims of active management? This issue of Excess Returns offers advice to active managers...

Investment Beliefs and Marketing

In This Issue: Investment Beliefs and Marketing | Beyond Short-Termism | Investment Beliefs, The Book It is potentially the most powerful page in any presentation book. It can articulate a firm’s identity in distinctive, memorable terms. It inspires calm...