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Practice Management
The Art of the Answer
Invesco Global Consulting teamed up with RFP expert Marina Edwards providing strategies to win RFP opportunities for retirement plans.
Leadership is all about movement: taking individuals, teams, or organizations (even your family members) on their journeys — from where they are to where they must go, and from who they are to who they must become.
Management and leadership are often distinct but potentially complementary; you manage structure and systems, but you lead people. Occasionally, you find both of these capabilities in a single individual — but rarely. From our view, the vast majority of great leaders are, more often than not, supported by one or more outstanding managers (people who can keep the trains running on time). For every Walt Disney, there was a Roy Disney; General George Patton’s strategic vision arguably needed the more empathetic and detail-oriented General Omar Bradley for implementation; and Ronald Reagan likely needed James Baker for the same reasons.
We believe expanding your ability to influence and persuade those around you requires an understanding of, and adherence to, the following five areas:
The Art of the Answer
Invesco Global Consulting teamed up with RFP expert Marina Edwards providing strategies to win RFP opportunities for retirement plans.
Changing the guard
Invesco Global Consulting shares a research-based communication strategy designed for acquiring and retiring financial professionals.
Weekly strategy meetings
Weekly strategy meetings may help financial professionals enhance and refine their practices.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
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