by Liz Hecht | September 2024 | Practical Considerations
In This Issue: Achieving Connection | Being Clear | Additional Resources Lost in Translation is a great movie about two strangers who meet and forge an unlikely connection while living in a Tokyo hotel. Lost in translation also is something you want to avoid when... by Liz Hecht | January 2015 | Practical Considerations
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 …... by Liz Hecht | July 2014 | Practical Considerations
In This Issue: “By-Products of Greed” | Under the Mattress | Enough. Fraud is everywhere. You need only open your email on any given day to become a potential fraud victim. In the capital markets, the specter of fraud inspires fear and loathing among... by Liz Hecht | March 2014 | Practical Considerations
In This Issue: The Power of Planning | Planning for Financial Advisors | Sweaters for Penguins When I ask investment companies for a copy of their marketing plan, I am often told, “There really isn’t one” or “We don’t have anything on... by Liz Hecht | November 2013 | Practical Considerations
In This Issue: Just Getting the Word Out? | The Art of the Start | 20 Ways to Win & Keep AUM Maybe it’s a sign of optimism due to current stock market strength. Or perhaps more portfolio managers want to control their own destiny in an increasingly volatile... by Liz Hecht | August 2013 | Practical Considerations
In This Issue: Oh, That Is So … Retail! | No More Dumbing Down | A Simple Comparison Effective marketing strategies used in targeting retail investors often are dismissed by institutional marketers as being too obvious or unsophisticated. This issue of Excess Returns...
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