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On Wall Street October 1, 2012 Todd Colbeck |
Creating a Fee-Based, High-Level Advice Approach Clints Will Demand How to sell a high-priced tier of service to clients and describe how that service is different and more valuable, like front-row seats at an event.  |
HBS Working Knowledge October 1, 2012 Dina Gerdeman |
Better by the Bundle? Video game companies do it, fast-food restaurants, too. Why don't more companies bundle products and services together in one package at a bargain price?  |
Registered Rep. October 1, 2012 Philip Palaveev |
Making Partner How to add partners to create a team advisory practice. (Oh, if you aren't growing, you are not team-ready.)  |
Registered Rep. October 1, 2012 Diana Britton |
CIC Wealth Management (Commonwealth Financial Network) Most partnership agreements are iron-clad, drawn up after days of discussion and lawyer input. That's not the way Ryan Wibberley and Michael Fein struck a partnership in 2002; up until a couple years ago, the two were operating on a handshake.  |
Registered Rep. October 1, 2012 Diana Britton |
Dowling & Yahnke Wealth Management Since Dale Yahnke and his partner Mark Dowling started their team practice in 1991, they've grown to over $2 billion, putting an emphasis on hiring smart people with impressive educational backgrounds.  |
Registered Rep. October 1, 2012 David Geracioti |
Ellison Kibler & Associates, Merrill Lynch The Dow Jones Industrial Average lost 22.6 percent on Oct. 19, 1987. That was a Monday and by that Saturday, J. Hagood Ellison Jr. and E. Robertson Kibler, both Merrill Lynch financial advisors, were huddling to change their business models.  |
IEEE Spectrum October 2012 Tam Harbert |
Internet Giants Adopt New Lobbying Tactics Google and Facebook are spending heavily on traditional lobbying firms, even as they marshal their users to influence the U.S. Congress  |
IEEE Spectrum October 2012 Paul McFedries |
From Surf to Serf Digital sharecroppers, unite! Just like the farm laborers of old who worked the land but didn't own it, digital sharecroppers grow the product that earns Web 2.0 companies their profits, but they relinquish ownership.  |
IEEE Spectrum October 2012 Mark Anderson |
Right Person, Right Place Inventing and implementing new ideas require different networks. The best people for the first phase are rarely well placed to pull off the second as well.  |
CRM September 28, 2012 Mathias Kirchmer |
The Role of Social Media in BPM Initiatives Transparency, efficiency, and communication are key advantages in business process management.  |
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