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Category Archive for 'investment'

As a financial planner, your clients put their trust in your capable hands every day. They share their goals, dreams, hopes and expectations with you. They depend on you to navigate the curves, turbulence and life changes as a part of doing business and you do a fine job for them. Did you ever stop [...]

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This week marks the 2nd anniversary of one of my favorite books written by one of my favorite people — The Pollyanna Principles by Hildy Gottlieb. Loyal readers of Spurspectives may have seen a few posts referencing this book. There are links to some of them below. This is one of my favorite books because [...]

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Some transactions are pretty straightforward. Take me and shampoo for instance. I’m just another bald Boomer so I have very little vested interest in the shampoo that I buy. I can trust just about any shampoo to do what I need, as long as it doesn’t cause a rash. I understand that a whole lot [...]

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I talk to a lot of community bankers. They’re fascinating people. Just like anywhere else, no two are alike. Everyone has a unique story. The same is true of the banks they run. They’re all different with their own unique culture. Yet, they all seem to share a common problem with marketing differentiation. How can [...]

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Today is Blog Action Day. It’s an annual event held every October 15 that unites the world’s bloggers in posting about the same issue on the same day with the aim of sparking a global discussion and driving collective action. This year the issue being discussed is something very near and dear to all of [...]

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Monday, October 4th is of World Habitat Day sponsored by Habitat for Humanity. Habitat’s international World Habitat Day efforts will focus on the link between housing and health. One way that you can learn more about this is through the 2011 Shelter Report, which focuses on the need for more research on the connections between [...]

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While meeting with a client the other day the conversation turned to their growth plans. The client softly explained that their growth plans were pretty conservative considering the economy and how much their board of directors enjoyed their dividend checks. We both chuckled knowing that growth needs to be funded by profit and would cut [...]

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Frontline associates are often the most frequent point of human contact provided by an organization. I’m talking about folks like the teller at your bank and the undergrad working the alumni association telethon. They’re the tip of the spear, yet they are also among the least empowered in the organization. Their roles are viewed as [...]

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The BP oil spill in the Gulf of Mexico is an unprecedented tragedy. The extent of damage to the ecosystem, economy and lives of countless people is staggering. But it has also been enlightening. Our always on connectivity, social networks and the instantaneous spread of news by citizen journalists has shown this crisis to be [...]

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The previous post on SPURspectives opened a conversation about three ways to repair the current economic downturn proposing greater cooperation, improved social norms and shared values between the financial services sector and their clients. Granted, this is a very high altitude look at a broad idea. But I think it is important to have a [...]

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