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Attributes of Successful Investment Firms
Strong Leadership
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Good business management with excellent grasp of marketing |
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Understanding of needs of professionals and employees |
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Objective (not biased toward one market or one asset class) |
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Good motivator, communicator, delegator |
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Able to make timely, unpopular or difficult decisions |
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Forward thinking |
Entrepreneurial Culture
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Love and enthusiasm for the investment business |
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Proactive versus reactive; progressive versus status quo |
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Energetic and hard working (long hours; 9- to 11-hour days; weekends; travel) |
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Eagerness to learn from all sources |
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Willingness to try new approaches; enter new markets |
Effective Teamwork
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Focus on common goals |
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Professional respect for one another |
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Synergy and mutually supportive |
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Marketing, sales, client service, consultant and investment professionals work well together |
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Leverage time by scheduling client, consultant and sales meetings when traveling |
Strategic Planning and Positioning
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Organized product development, market research and client feedback processes |
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Excellent, thorough preparation on all levels |
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Cohesive image (consistent message across written, telephone, face-to-face and electronic communications and professional design) |
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Standardized sales, presentation and client meeting materials, with appropriate personalization |
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Presentation preparation, rehearsal and debriefing |
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Proactive communications and rigorous follow-up with clients, consultants and prospects |
Progressive Technology
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Internal/external email |
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Intranet and extranet web sites (public and secured information) |
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Video conferencing |
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Efficient portfolio management systems |
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Centralized relational databases |
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