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Tuesday, 12 March 2019 08:12

Sales and Marketing Are …. Broken?

We’ve moved to a digital society powered by e-commerce. Gone are the days of the salesman pounding the pavement or picking up a telephone.

Periods of uncertainty can often coincide with market volatility.

Building strong relationships with clients is essential to success. There must be a certain level of trust and confidence between clients and asset managers.

Thursday, 14 February 2019 07:53

What’s Love Got To Do With It?

When it comes to sales and marketing the answer is EVERYTHING!

Tuesday, 12 February 2019 06:32

Who Are You?

It’s a simple question right? Are you prepared to answer it?

Volatile markets and the inevitable feelings of uncertainty often lead investors to make irrational decisions. Once conditions stabilize investors are often left with feelings of regret.

Ever wonder how some savvy fund managers and financial planners win their places as the media's "darlings" -- frequently quoted in numerous mainstream magazines, and other important publications, often basking in the glow of the spotlight on a financial news channel segment?

Tuesday, 08 January 2019 09:37

What NOT To Say In 2019

They don’t always make sense, but somehow, certain words or phrases always become popular and are often over-used.

Wednesday, 02 January 2019 09:22

2019: New Year, New Challenges

All signs point to changes ahead. Many believe we're entering a sustained bear market - are you prepared to talk to your clients about it?

You show up for work everyday on time and get you get your job done - sometimes you even "go the extra mile." That makes you a great employee right?

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