Tag Archives: Right

Is a Land Grab the Right Growth Strategy for You?

Laura Patterson — May 24, 2019 Follow @LauraVEM — May 24, 2019 If you subscribe to Ansoff’s matrix of growth, then you believe there are four primary ways to achieve growth: Sell more of your current solutions to your current customers/markets (Market Penetration) Sell new solutions to your current customers/marketing (Product Development) Sell current solutions … Continue reading Is a Land Grab the Right Growth Strategy for You?

The Right Touch: Email Content Automation for Financial Advisors

Kristen Deyo — May 10, 2019 — May 10, 2019 At its core, the financial services industry is—and always has been—a relationship business. This client-advisor relationship is built on trust and a financial advisor’s ability to treat clients as people, not portfolios. But with constantly evolving digital expectations of today’s clients, it begs the question: … Continue reading The Right Touch: Email Content Automation for Financial Advisors

How To Do Performance Management Right (According To 6 Experts)

Ted K. Jackson — May 8, 2019 Follow @clearpointstrat — May 8, 2019 How do you successfully define, measure, and achieve your strategy? That is the art of corporate performance management, and it’s not easy to do. Performance management is a broad set of knowledge that encompasses the strategies of your entire organization, from goals … Continue reading How To Do Performance Management Right (According To 6 Experts)