Strategy & Management

Magazine articles on business strategy, management and leadership.

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On Wall Street February 1, 2012 Todd Colbeck	The Ultimate New Client Presentation In this article, I will share the five steps to making a sale. Please remember that the sales ideas I discuss will need to be customized for your situation within the compliance guidelines of your firm.
On Wall Street February 1, 2012 Carri Degenhardt-Burke	Making Cold Calls Work All too often managers find younger advisors scouring the Internet for potential leads and not spending nearly enough time on the telephone.
On Wall Street February 1, 2012 Denise Federer	The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions.
On Wall Street February 1, 2012 John Diehl	Using Predictable Income To Strengthen Client Ties Advisors who help clients meet their basic living expenses and other needs by turning assets into streams of predictable income may see their clients' degree of trust and confidence increase if the financial recommendations deliver as proposed.
Registered Rep. February 1, 2012 Kristen French	Talk to Her: How to Keep Women Clients Nearly one-half of every financial advisor's book is controlled by women, but unless advisors learn the nuances of communicating with these clients, they could disappear at the drop of a hat.
Chemistry World February 2012	Profiting from privatization The private sector offers significant benefits to public sector labs hampered by bureaucracy and financial constraints, argues Quentin Maxwell-Jackson
Chemistry World February 2012	Navigating the stormy seas of pharma In the pharmaceutical and biotech sector, quality navigation is becoming an essential process for identifying the best route to take in order to guide business effectively in a dramatically changing environment.
CRM February 2012 Robert Wollan	CMOs in a Changing Marketplace Strategies for success in today's -- and tomorrow's -- business landscape.
CRM January 20, 2012 Justin Gray	How Chasing Your Metrics Has You Chasing Your Tail Don't make these mistakes.
Registered Rep. January 3, 2012 Jerry Gleeson	Raiders of the Wirehouse Ark The emergence of HighTower as a major player in the independent space also dovetails with the changes that have shaken the wirehouse industry since the 2008 financial crash.
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