According to a study published in the New England Journal of Medicine, there’s a direct correlation between the technical skill of the surgeon and fewer post operative complications. That’s not surprising.
A Likeability Transformation
If you want to convert more prospects into clients, focus on becoming more likable. I summarize the research correlating likability with sales in this article.
Why Your Clients Don’t Listen to You
You want to prepare your clients by revisiting their investment policy statement, taking a hard look at their asset allocation and educating them about market volatility.
Lessons From Leon
Leon Cooperman is one smart guy. According to a recent article in the New York Times, Mr. Cooperman was one of the “early standard bearers of the hedge fund industry.”
Don’t Plan to Fail
As a registered investment advisor, you extoll the virtue of your planning skills. You explain to prospects and clients the value of having a comprehensive wealth management plan.
Why You’re A Sucker For Active Management
Knowledge of how data is presented to you may be your best defense when evaluating the track record of active fund managers.