Strategy & Management

Magazine articles on business strategy, management and leadership.

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Financial Planning July 1, 2012 Scott Wenger	Small Biz, Big Thinking Those who are on their own or run a small RIA practice have no doubt spent countless hours doing tasks - picking an office, choosing vendors, hiring assistants, etc. - that have nothing to do with being a CFP.
On Wall Street July 1, 2012 Todd Colbeck	Turning Client Meetings Into Events When an advisor prepares to meet a client, is it a logical experience or an emotional experience? I would have to say both, but probably 90% logical and 10% emotional.
Financial Advisor July 2012 Donald B. Trone	The Fiduciary-Steward If federal efforts to subject more people to the fiduciary standard lower the bar, advisors who offer a higher level of care may call themselves fiduciary-stewards.
Financial Advisor July 2012 Jim McConville	New Firm Makes Value Judgments Started in January, Fort Collins, Colo.-based Eighty20 Advisors LLC specializes in helping companies -- including small financial advisor firms -- receive their optimum value for either a succession or an outright sale to another company.
CRM July 2012 David Myron	CRM Moves to an Outside-In Approach Organizations must put customers first -- especially when making changes to their staffing structure, processes, or technology. Doing so will mark the beginning of your outside-in strategy.
CRM July 2012 Marshall Lager	Kickstart Your Business Seeking venture capital has become a little easier. It won't be long before somebody in CRM realizes the possibilities inherent in Kickstarter and co-opts the mechanism for his/her own R&D ends.
CRM July 2012 Kelly Liyakasa	Fewer than 1 in 7 B2B Customer Relationships Are Optimal Gallup study find the need for a shift from price-focused strategy to one of customer engagement.
CRM July 2012 Kelly Liyakasa	For Social Success, Build a Business Use Case Companies that fail at measuring ROI say it's too hard, too early, or they weren't asked.
CIO June 29, 2012	The Challenges of Simplification Maryfran Johnson looks at how some companies are tackling the complex task of making their tools and processes simpler
CIO June 28, 2012 Kim S. Nash	CIOs In Search of IT Simplicity Today's tangled mess of technology hurts business agility and the bottom line. Some CIOs say it's time for a war on complexity.
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