In financial services, every firm has a process for making decisions about investments. The process is usually designed to ensure that there is due deliberation about decisions, and that no money manager is allowed to invest without periodic oversight from
I just came back to work after dinner, where, over roast chicken and salad, my wife began to explain to me why some people try too hard. I felt obliged to listen, but I was also tired, and had consumed enough wine
Webinars seem to be a promising, cost-effective way of building relationships with prospects, but they’re hard to do well. As a medium for communicating with groups, they have their own quirks and require a lot of preparation. Here are a