I'm not sure if anyone else saw this presentation but there are some provocative ideas here related to more assertively managing portfolios. I'd be curious to hear if others are following some of these practices as well as if there's any interest in testing some of them.
Paul.
Juan Garcia. Transforming Prospect Managment into Solicitation Management May 2020
Hi All!
Our team was wondering if anyone had partnered with WealthQuotient in the past for prospecting: https://mywealthq.com/methodology/
Please feel free to respond to this comment or email me at lindsey.mucha@kellogg.northwestern.edu
Thanks in advance!
Lindsey
I'm not sure if anyone else saw this presentation but there are some provocative ideas here related to more assertively managing portfolios. I'd be curious to hear if others are following some of these practices as well as if there's any interest in testing some of them.
Paul.