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Thursday, 16 November 2017 06:48

Decluttering Your Message

Don't lose sight of who you are! Tell investors what you do. Let them know what sets your firm apart from your competitors.

I know you know what AUM, basis points, and ROI mean. You even know how to define ROI, P/E, yield curve, duration, and EBITA.

Don't just say it - show it! Spice up those statistics!

Is your body language contradicting what you're saying? Are your actions or behaviors undermining your words?

Tuesday, 31 October 2017 10:31

Tips to Avoid Spooking Your Advisor Client

Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.

Marketing managers can spend hours on fact sheets, data and charts for you to use in client meetings. But should they?

I think of PR and marketing the same way as I do a jigsaw puzzle: no one piece will make it whole.

Tuesday, 17 October 2017 10:29

Communication is More Than Just Words

Are you saying what you think you're saying? Beware your non-verbal communication.

Just a little over two weeks from Halloween and it's Friday the 13th! For some, today is too creepy to handle. 

Wednesday, 11 October 2017 07:54

Communicating Means More Than Just Talking

Do you consider yourself to be a good communicator? Perhaps you think you're able to get your point across by enunciating and speaking clearly to your audience. But, what about listening?

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