Thank You!

There is a lost art in our culture, and that is the art of formal, personalized and hand written thank you notes.  To reinforce this trend away from the handwritten word, children are not taught cursive writing in most school systems these days, public or private.  This is disappointing.  The value of a truly personalized,… Read More

Whose Pitching Who?

In regular interaction with managers of all shapes and sizes you learn a few things about context. Managers often want to put their story into their own context, but it is the context of the listener that matters most. Pitching well is a skill and one that takes significant time, effort and introspection. Before entering… Read More

New Year – New Game Plan?

New years often start with new year resolutions, and a desire to do better, more, different (or maybe less) than we did the year before. New year resolutions can be applied to businesses too. Tired of banging your head against the wall on the  road to AUM? Feeling like the numbers are there but the… Read More

Team Infrastructure Considerations

Managers come in all shapes and sizes and have a variety of histories. Regardless, institutions are looking to work with stable, well structured organizations. Depending on firm structure and history, here are the types of team hurdles managers should be prepared to address: Key man/woman, or married couples’ business ownership and/or portfolio management Family business… Read More

Make an Impact!

Our world is changing rapidly. This is not a new scenario. What is new, however, is the change in sentiment in the good old United States of America. Never before has there been such a climate of social consciousness. The silver lining in a series of dark clouds related to a confluence of national and… Read More