The year is all but over for meeting your business goals, with the holidays upon us and so many distractions threatening productivity. It’s actually a great time though for taking a breath, reflecting on the year to date, and establishing a game plan for the coming year. With just a few simple steps, you can create a 2026 action plan that will keep you on task and on track
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If you want to convince someone that you are presenting a good idea, providing examples that bring it to life can be a tremendous persuasive aid. In the investment management community, this tactic typically is framed as a case study, which can illustrate the positive impact an investment strategy or concept can implement for investors.
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How does a salesperson manage the heightened anxiety and diviseness an event such as this creates, while still attempting to reach out, persuade, and educate people about alternative investment funds that are fundamentally based on economic and political policy?
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Fall traditionally brings the promise of new starts- for students entering a new grade, for everyone as the year enters a new season, and for the investment community in particular as managers assess how the year has gone to date, and what measures might benefit their clients and investors heading into the last quarter
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Since investors are first people, and appealing to their mindset about investing is crucial to winning the sale, this is more about why the demographic hoards are shifting geographically and how that piece of the story can impact your ability to win investors to your viewpoint.
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