It’s a new year, with a new opportunity to achieve your business goals. One of the best ways to set realistic and attainable goals is to take a clear look at where you are now, and define where you can go, by taking inventory of the current standing. A SWOT analysis can help you organize this evaluation and separate your internal perception from the external one
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As 2022 comes to an end, it’s natural to reflect back on the current year and take inventory of what went well, what went wrong, and more importantly, what never happened. People tend to begin a new year with great hopes and expectations of how we will hone our skills, improve our professional and personal lives, and generally do better than we did in the year just passed
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A great story is hugely instrumental to selling your value to investors. Managers who are superior in skill set when it pertains to actual investing often find themselves struggling to convey that expertise to potential partners in a way that yields the same positive results they are used to getting. The reason? Spinning a good story takes a different talent
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A useful checklist to get refocused on the customer
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Ten years ago, I conducted an impromptu survey of professionals throughout the alternative asset community to find out what really impacts the ability of all constituents, regardless of provider or investment stance, to form meaningful relationships. As I’d said then, alternative products are sold through relational marketing that takes place over time. Alternatives are bought by professional investors (institutions) and sophisticated individuals (family offices, high net worth people) as a means of capturing upside gain and minimizing downside risks across an overall portfolio of holdings. Always has been, and likely always will be
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