by Liz Hecht | April 2017 | Art & Science
Client service can drive the profitability of an investment organization, making the good times better and dampening the effects of underperformance or organizational instability. We offer the client service questions below as food for thought and to help prepare for... by Liz Hecht | April 2017 | Art & Science
Many years ago, I gave an important client presentation that went all wrong. Not because I was ill-prepared. Or lacking in confidence. It all went south in large part because of where I was positioned in the room—right across the conference table from a Stoneface. You... by Liz Hecht | April 2017 | Art & Science
Examples of the investment process in action can be risky in a new business presentation. Everyone knows of a situation where a key decision-maker reacts negatively to an example, causing a smooth-running presentation to sputter and run out of gas. Examples also carry... by Liz Hecht | April 2017 | Art & Science
“I am rather inclined, personally, to believe that success depends on getting safely down.”―Sir Edmund Hillary As the first man to conquer Everest, Sir Edmund Hillary well understood the necessity for a successful round trip. Yet many portfolio managers, when... by Liz Hecht | April 2017 | Art & Science
The following is adapted from an article written by Liz Hecht of Alpha Partners for Advisor, a journal for members of the Association of Investment Management Sales Executives (AIMSE). The article is reprinted with permission by AIMSE. Comment from a...
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