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Financial Advisor August 2012 Evan Simonoff |
The Strategist's Changing Role Today's chief market strategist is a totally different breed. People like Schwab's Liz Ann Sonders, Raymond James' Jeff Saut, LPL Financial's Jeff Kleintop and JP Morgan's David Kelly rarely go out on shaky limbs likely to snap, even though they will occasionally make gutsy predictions.  |
HBS Working Knowledge August 1, 2012 |
Should CEOs Worry About 'Too Big to Succeed?' Governments are preoccupied with the question of financial institutions becoming too big to fail. Should CEOs should ask a different question: Can companies become too big to succeed?  |
On Wall Street August 1, 2012 Lorie Konish |
Olympians Who Became Financial Advisors Discuss Their Lives, Work Most Olympic competitors want to make the most of any wealth that they attain when their physical talents are at their peak. For a select few, like Eric Flaim, this serves as inspiration to become a financial advisor and help other athletes and clients find their financial footing.  |
On Wall Street August 1, 2012 Mason Braswell |
Solid Business Models Key to Success in Difficult Economy The second quarter has just wrapped up. It's after the closing bell on the first Wednesday of what many analysts believe will be a tempestuous round of earnings announcements. But Ron Kruszewski, the president and chief executive officer of Stifel Nicolaus, is bullishly calm.  |
CRM August 2012 |
The 2012 CRM Elite Though the economy has rebounded since 2008, smart businesses continue to seek inventive ways to improve their customer relationships and fill their corporate piggy banks. These four winners have done that and more.  |
CRM August 2012 |
The 2012 CRM Influential Leaders Each in this impressive lineup of persuasive people is certainly deserving of this year's Influential Leader award.  |
CRM August 2012 Ian Jacobs |
In Vino Veritas Drinking in customer experience.  |
CRM August 2012 Van der Linden & Jain |
Bringing Science to the Art of Sales Seven principles for boosting business through analytics.  |
CRM August 2012 Marshall Lager |
The Anatomy of a Customer Breakup Nothing lasts forever, not even customer or company loyalties.  |
CRM August 2012 Kelly Liyakasa |
With More Data Comes More Complexity Companies need to align their metrics with functional issues and corporate goals when deciphering big data.  |
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