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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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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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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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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