How to Conduct a Marketing Audit

In This Issue: A Different Kind of Due Diligence | Red Flags | A Hundred Little Things According to the dictates of their nature—not to mention commonly accepted best practices and, in some cases, the law—investment companies are compelled to audit everything. There...

Horse Trading Lessons

In This Issue: Marketing Lessons through Horse Trading | Presenting First or Last? | How We Decide Marketing and sales professionals, even veterans with decades of experience, can still learn vital lessons about their own discipline through everyday life....

Everything and the Kitchen Sink

In This Issue: Books Created by Committee | The Entropy Factor | The Cost of Verbosity Why are so many presentation books for institutional asset managers so bad? These books are designed to guide, inform and serve as a tangible record of new business and client...