What AI Can Never Do for Selling Jun25

Posted by & filed under AI, Hedge Fund Marketing.

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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Prepping Is The Key To Success May27

Posted by & filed under Hedge Fund Marketing.

If you play USTA league tennis, as I do, late spring is typically the time for championships across the country. As I prepare with my tennis team to return to the state championships to defend the title we won last year, it occurred to me that the lessons learned in winning in tennis are analogous to similar steps that can lead to success in our work lives as well. Here then are some of the observations I’ve made about what it takes to be a winner

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Asking for Trouble Apr16

Posted by & filed under Hedge Fund Marketing.

If you want to understand where your weak points are, ask your critics. In the endless battle over investor acquisition, the smartest money managers actively search for ways to strengthen their impact on investors. They don’t flinch from the harsh realities of dissatisfaction, and don’t pretend that client feedback isn’t actually what it is when it highlights issues

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What Now? Feb21

Posted by & filed under Hedge Fund Marketing.

The year has started off with such dizzying speed, it’s hard to know what to focus on first. Each day there are multiple news stories impacting national and international issues such that an investor or money manager hardly knows which way to turn. What’s coming next? Which of the new initiatives will grow to have major impact? How will the rest of the world receive the growing influence the US wields in 2025?

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