Writing proposals is one of the toughest parts of the thought-leadership business model. You’ve listened to your client, taken notes, and uncovered their pain points. Now you have to translate that ...
Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...
Too often, sellers make the common proposal mistake of sending a proposal too early in the sales process. It’s understandable. They secure the meeting, have a conversation and are anxious to move the ...
SMU Office of Research – New, cutting-edge research is happening all the time around the world across a variety of fields. Though these research projects may differ in topic and methodology, they all ...
Background:<BR><BR>I own a one-man company. I have one very large customer, who came to me with a contract for a very large (for me) project, spanning at least 3-4 years. When I came on for that ...
NOTE: This post was co-authored with the SUNY New Paltz students in PSY 307 (1) of Spring 2018 (in particular, Zachary Ertrachter, Mariah Griffin, and Gianna Petrera). A solid psychology education ...
NOTE: This post was co-authored with the SUNY New Paltz students in PSY 307 (1) of Spring 2018 (in particular, Zachary Ertrachter, Mariah Griffin, and Gianna Petrera). A solid psychology education ...
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