Thought Leadership is Like a Muscle―Use It or Lose It May28

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With so much information easily accessed online, there is a continual demand for fresh and informative data that can be digested in a relatively short amount of time. I decided to take a look back at the reasons I gave for incorporating thought leadership as a marketing and sales practice and update them where needed for the progress the industry has made since then

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Think Before You Speak: Why You Should Invest In Your Branding Apr22

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In order to deliver an integrated, professional and clever look, tone, and feel for a business, a manager must first work to define the elements of their differentiation. Branding is not about slapping a logo on all you produce: just as the story line in content development is essential to embody the uniqueness and differentiating qualities a portfolio manager needs to highlight when describing their offering, the complete visual identity for a business needs to foot back to those attributes as well

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FinTech Discussion: Theme #3 Payments Mar4

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At the one-year mark of the Covid-19 outbreak in the US, digital payments seems to be one of the few beneficiaries of this global pandemic. For us, a recent Visa study crystalized the road to recovery. The survey found that 82% of SMB’s have adopted new digital technologies and more than half of consumers are using contactless payments

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Selling Certainties for 2021 Jan20

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2020 was a roller coaster year on many levels, filled with trepidation and nervousness for the overall health of the economy, our government and healthcare responses to the pandemic, and a sense of unease about whether or not ‘normal’ will ever be achieved post-Covid. Many things have changed, some temporarily, some permanently, but when it comes to the investment community, some things, thankfully, stay essentially the same

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5 Phrases to Leave Behind in 2020 Nov20

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As we draw to the close of what can certainly be categorized an annus horribilis, there are several overused and tired phrases that need to be booted from our collective vocabulary in 2021. While sometimes the familiarity of hearing common language can foster a spirit of community, the gross overuse of such phrases can also contribute to ennui, a generalized overdose of word salad

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