Developing an Effective Marketing Plan for your Companies (How to do it not just what to do) 1. Identify your top 25 companies both public and private in your target market 2. Cross reference the names against FA’s in your office i.e. corporate accounts, CEO’s, CFO’s 3. Identify investment banking relationships and match up to… Read more »
Our vision is to “Revolutionize the Client Experience,” not just in financial services but in all professional services. Considering the state of service in the in the world today, this is a huge task. Since my primary knowledge is financial services, our focus is there for now. What is the state of the financial services… Read more »
(reprinted from Larry Wilson’s workbook) A time comes in your life when you finally get it… when in the midst of all your fears and insanity you stop dead in your tracks and somewhere the voice inside your head cries out—“ENOUGH!” Enough fighting and crying or struggling to hold on. And, like a child quieting… Read more »
It is gratifying when others reinforce your work. Maya Ivanova, in an article in Investment Advisor Magazine, explains that the best RIA/FA Firms(Teams) have several things in common. In a study of all RIAs, her firm Rydex AdvisorBenchmarking concluded that the top 26 were rather unique verses the others in the difficult year 2008: They… Read more »
On behalf of the Board of Directors and all the members of the Pfeiffer Family, I would like to welcome you, the Class of 2013, to Pfeiffer University for what will be one of the most meaningful experiences of your life. I would like to thank Dr Ambrose and Dr Espy for giving me this… Read more »
In this environment who would ever be willing to give away accounts in order to participate in Supernova? Only those that are willing to grow. You see, growth is a choice. We call it choosing growth over fear. Playing to win versus playing not to lose. “Playing to win” is defined as going as far as… Read more »