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Asset Management – Client Segmentation (Part 3 of 4)

Tom Spencer

For instance, if a client goes to meet a financial advisor to talk about opening a savings account, the topic of mutual funds can be brought up. For passive investing, Blackrock and Vanguard are able to get costs very low due to their scale and skill in replicating a benchmark index.

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21 Traits for Leading by Example: Rate Yourself

Rick Conlow

” I added discussions in leadership meetings and coaching sessions, to hear from others and find out what they thought it meant. Here are 21 specific traits to benchmark yourself. __offer constructive criticism–no biting negativism! ” The phrase had become a platitude, like “communicate better.”

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WalMart Margins Set to Plunge? Will Rest of Retail Follow? What About Jobs?

MishTalk

Retail sales reports on Wednesday have me thinking about the strength of the economy, commercial construction, jobs, and profit margins. business, told a meeting of investors and analysts. Fewer Stores, Less Hiring Fewer stores means less construction and less hiring. company said Wednesday at its annual meeting with analysts.

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11 Habits of Truly Terrific Employees

Rick Conlow

Yes, this may in the beginning include tasks like arranging the conference room for the next staff meeting or making coffee when everyone else drinks it and leaves the coffee pot empty. Terrific employees meet deadlines and commitments. They offer it constructively even if it disagrees with others, including the boss.

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Attitude is Everything in Conflict

Peter Stark

An unwillingness to resolve conflict creates tension, frustration, worry, anxiety and usually, a lack of positive, constructive communication. feel they can still accomplish their goals and meet their needs by working around the conflict. When it comes to conflict, a lot depends on your attitude.

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Consultant Ninja: Another Casualty of the Financial Crises.

Consultant Ninja

I think a more interesting graph would show each fund against a respective benchmark (e.g., Regardless, I truly appreciate your reference to that "annoying analyst" Nice touch on stifling constructive discussion. I went to a constituents meeting for Rep Chris Van Hollen in early 2005 when SSI reform was the big issue.

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A Tool to Map Your Next Digital Initiative

Harvard Business

Once the initial BDN has been constructed, measures for each of the benefits and responsibilities for all of the benefits and changes must then be assigned and time scales established. In the apparel industry, the benchmark for inventory accuracy is somewhere between 60% and 70%. However, the implications of inaccuracy are significant.

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