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CRM November 2014 Bruce Temkin |
How to Create Meaningful Customer Experiences Tap into the power of purpose, empathy, and memories. |
CRM November 2014 Maria Minsker |
Dynamic Pricing Gains Ground But it must factor in how much customers are willing to pay. |
CRM November 2014 Leonard Klie |
Customer Satisfaction Plunges Again American Customer Satisfaction Index sees one of its biggest drops in 20 years. |
HBS Working Knowledge October 31, 2014 Gautam Mukunda |
Ebola's Call To Arms About Disaster Preparedness US health care has just received a critical wake-up call. Risk management tools used to handle normal disruptions are completely inadequate to quell a major catastrophe. |
Registered Rep. October 31, 2014 Megan Leonhardt |
The Lost Opportunity Despite the greater freedom and advantages using the tools can bring, only 53 percent of advisors at RIA firms are using social media for business. |
Registered Rep. October 31, 2014 |
Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group. |
Registered Rep. October 30, 2014 Philip Palaveev |
To Ensemble or Not To Ensemble Thousands of advisors are negotiating the combination of their practices with others in order to create scale, leverage each other's skills, gain resources, and tackle succession. |
Registered Rep. October 30, 2014 Megan Leonhardt |
Arnerich Massena: Tony Arnerich & Sheree Arntson on Forward-Thinking Investing We spend a lot of time talking with the experts to really understand the global macro environment and where there are windows of opportunity. |
Registered Rep. October 30, 2014 Megan Leonhardt |
Plante Moran: Jim Baird on RIA Investment Strategies Our foundations are in strategic asset allocation. It's where we've always started, and I can't foresee us ever moving away from that. |
Registered Rep. October 30, 2014 Megan Leonhardt |
Creative Planning: Peter Mallouk on Growing Organically Some firms get where they are by managing money; some firms get where they are through a holistic approach. |
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