BLOG
(1). Something you’d like all of your KPIs to be.
“Hmmm … is there any way we can eliminate that line-item marked “fees”? I just don’t think it’ll be optically-pleasing to the client given our performance is down about six percent from last year.”
(1). What your boss with the B.A. in Sociology tells people when asked where he went to B-School.
“Well, I consider myself a student of the industry. Why, I remember when we were still making cold calls on a rotary phone! So, you said your dad’s a CFO of something or other? Would love to meet him sometime!”
(1). To be able to adapt quickly to different situations … even when you have no idea what you’re doing.
“Okay, team … now if we’re going to hold ourselves out there as a nimble wealth manager, we’re going to have to cut a few corners for our clients. So, I’d like to get your thoughts on SEC reporting avoidence strategies ….”
