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CFO October 1, 2011 Kate O'Sullivan |
LivingSocial's High-Growth Adventure The CFO of a rapidly growing deal-of-the-day company is building a multinational finance function on the fly. An interview with LivingSocial CFO John Bax.  |
CRM October 2011 |
Redefining IVR's Role Pays Off American Express ranked first among 10 of the largest card issuers in the United States in each of the six factors that J.D. Power & Associates evaluates: interaction, credit card terms, billing and payment processes, benefits and services, rewards, and problem resolution.  |
Financial Advisor October 2011 David Lawrence |
The Irony Of Micromanaging Micromanagers think they can perform most tasks better than experienced staff members, but in reality they stifle their firm's growth.  |
Financial Advisor October 2011 Evan Simonoff |
Channeling The '70s People adapt, businesses evolve and the U.S. economy is difficult to hold down for a long time.  |
Financial Planning October 1, 2011 Ilana Polyak |
The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders.  |
Financial Planning October 1, 2011 Deena Katz |
Mission Control What is your firm's battle cry? What will motivate you and your colleagues to achieve your vision? And how deeply will it resonate with prospective clients?  |
Financial Planning October 1, 2011 John J. Bowen, Jr. |
Listen Deep At the heart of successful client relationships is your ability to understand clients on a meaningful level.  |
Financial Planning October 1, 2011 Donna Mitchell |
Knowing Their Worth Many advisors are squeamish about taking anything other than a flat percentage fee for assets under management.  |
Financial Planning October 1, 2011 James L. Poer |
Smooth Operator Many investment advisors are missing the possibility of growing their businesses, increasing client face time and saving on staffing costs. All it takes is a forward shift in how they employ technology.  |
Financial Planning October 1, 2011 Ingrid Case |
Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles.  |
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