Defining, Motivating, and Achieving Client Engagement

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Defining, Motivating, and Achieving Client Engagement

FromEnterprising Investor

ratings:

Length:

9 minutes

Released:

Apr 11, 2012

Format:

Podcast episode

Description

Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.

Released:

Apr 11, 2012

Format:

Podcast episode

Titles in the series (100)

Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks. Download now, listen later and reflect at length.

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From Activist to Altruist: Bill Browder's Journey: In episode #403, human rights activist Bill Browder discusses the role personal history and timing played in his career trajectory. From the founding of Hermitage Capital Management just after the fall of the Soviet Union, to his current role fighting... by Enterprising Investor
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Big Data and Disruption: Implications for Investing: Episode #398. Paula Campbell Roberts leads KKR's efforts to incorporate big data and machine learning into many of its investing and value creation efforts. In this episode, she discusses how data analytics can be used to identify investment themes... by Enterprising Investor
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Feelings and Forecasts: Overconfidence in Human Decision Making: Episode #399. Overconfidence is a behavioral bias that plagues many investors. What does overconfidence mean, and where does one draw the line between confidence and overly optimistic behavior? What are the most common forms of overconfidence? In this... by Enterprising Investor
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Panics and Pandemics: What We Can Learn from the Past: Episode #406. Pandemic panic has engulfed financial markets. In this timely and wide-ranging episode, financial economist Robert F. Bruner, co-author of The Panic of 1907: Lessons Learned from the Market's Perfect Storm, discusses the 1907 panic, what... by Enterprising Investor
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Stephanie Kelton on Modern Monetary Theory: Episode #402. Stephanie Kelton explains modern monetary theory, a new approach to economics. She explains how to break free of the myths and misunderstandings about money and the role of taxes, debt, and deficits that have hamstrung policymakers... by Enterprising Investor
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COVID-19: How Big Governments and Big Tech Will Emerge Stronger: In episode #410, Andrew Sheng discusses the current and potential impacts COVID-19 will have on globalization, governments, and the economy. What will happen to investors' trust in the finance industry, and who or what will emerge stronger? by Enterprising Investor
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Integrating ESG in Fixed-Income Investing: In episode #401, Kathleen M. Bochman, CFA, discusses the state of the art of ESG (environmental, social, and governance) integration in fixed-income management. by Enterprising Investor
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Peter Zeihan on COVID-19 and the Coming Global Disorder: In this bonus episode, Geopolitical strategist and author Peter Zeihan discusses why the global order, as we know it, is about to collapse, touches on the US presidential elections, and takes listeners on a whistle-stop of where we stand in the... by Enterprising Investor
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Trust and Leadership in the Investment Industry during COVID-19: In episode #409, Margaret Franklin, CFA, CEO and President of CFA Institute, discusses how CFA Institute is helping the investment management industry during COVID-19, long-term ramifications, and how to lead and build trust during a crisis. by Enterprising Investor
19 min listen
How to Read Financial News and Set Aside our Biases: In episode #414, Robert Martorana, CFA, author of the How to Read Financial News series, explains why we need to read the news with a clear eye about our emotions and biases, especially our tendency towards confirmation and political bias. by Enterprising Investor
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History and Investing: Gold, ETFs, and Alexander Hamilton: In episode #424, Jan van Eck, president and CEO of Van Eck Associates Corporation, discusses his outlook on gold and China, the firm’s approach to launching ETFs, five things to know about former US president Ulysses S. Grant, and much more. by Enterprising Investor
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Saving the Human Race One Project at a Time: In episode #412, Ashby Monk, executive and research director of the Stanford Global Projects Center and a member of the Future of Finance council, talks about innovation and tech disruption in finance, the future of ESG investing, and more. by Enterprising Investor
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Inside the Mind of a VIX Pioneer: In episode #433, Sandy Rattray, CIO of Man Group, discusses whether the VIX is a fair estimate of volatility, building a work culture for data scientists and machine learning experts, and the role of technology and data in investing. by Enterprising Investor
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Discovering Young Urban Investment Talent: In this episode #447, Troy Prince founder of Wall Street Bound discusses how his organization is creating pathways of success for urban youth through careers in finance, despite the many challenges they often face. by Enterprising Investor
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Conviction: A Critical Element of a Successful Investment Process: In episode #422, Sean Stannard-Stockton, CFA, president and CIO of Ensemble Capital, shares why conviction in an idea is one of the most under-appreciated elements of a successful investment process and also one of the most critical. by Enterprising Investor
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Trust in the Era of Artificial Intelligence, Innovation, and Technology: Episode #408. We use the word "trust" a lot, but what does it mean, and why is it important in the investment industry and beyond? How can financial firms and professionals build trust? Can innovation and technology enhance trust? In this episode,... by Enterprising Investor
19 min listen
Financial Advisers and Female Clients: Risks and Opportunities: In episode #415, Barbara Stewart, CFA, shares insights from a decade spent researching women and finance. She dispels some common myths about women investors and explains why the investment industry must change to better serve female clients. by Enterprising Investor
13 min listen
Lessons in Asset Allocation and Manager Selection: In episode #431, Mark W. Yusko, founder, CEO, and CIO of Morgan Creek Capital Management, shares his views on a range of topics, including the US economic recovery, asset allocation, manager selection, and really good versus great investors. by Enterprising Investor
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Grasping alternative sources of alpha in today’s investment landscape: Internet and related technologies have been creating data like never before. Jumps in computing power and competition have made it increasingly difficult for active managers to get an edge through traditional data sources. Episode #430 provides an... by Enterprising Investor
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Finance and Human Progress - Two Sides of the Same Coin: Episode #437. Renowned financial market historian William N. Goetzmann of the Yale School of Management takes the audience on a fascinating journey that spans stock market bubbles and lessons for today’s investors to interplanetary finance. by Enterprising Investor
35 min listen
Risks and Opportunities in Global Bond Markets: In episode #426, Anne Walsh, CFA, chief investment officer for fixed income at Guggenheim Partners, discusses risks and opportunities in global bond markets, Guggenheim’s investment process, and why investment management is a high calling. by Enterprising Investor
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Data Analytics and Improving Investor Behavior: In episode #428, Clare Flynn Levy, founder & CEO of Essentia Analytics, discusses common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience. by Enterprising Investor
36 min listen

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Defining, Motivating, and Achieving Client Engagement

Defining, Motivating, and Achieving Client Engagement

Description

Titles in the series (100)

More Episodes from Enterprising Investor

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