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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In a world showing ever-increasing reliance on all forms of AI support, there are good reasons NOT to lean too heavily on Alexa, ChatGPT, or anything Meta as the easy answer to your sales problems. We can all agree that AI as a data processing and synthesizing tool is extremely useful, and can assist both business and personal decision-making with its numerous abilities to support the digestation of large bits of information. However, the actions that follow such data sourcing and compilation are often dependent upon human rationale, particularly in the complex area of sales
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