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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.
Everything you hope to achieve, personally and professionally, likely presumes you have the energy to accomplish it. The more stressful the environment — like today — the more rapidly energy will likely dissipate, potentially resulting in lost focus, passion, perspective, and eventually, even hope.
To address this challenge, Invesco Global Consulting developed "What Matters Most Right Now: Energy Management for High Performance." This program discusses:
To help mitigate being stressed and overwhelmed, there are two generally options: decrease demand or increase capacity. In times of crisis, it is often difficult to impact the amount of demand on your system. However, there are things that you might consider instituting in your day-to-day life to help build capacity.
To sustain any change long-term, you should strive to move from "discipline" to "habit." The key is consistency; the more complex the activity, the more time it takes before it becomes a habit.
Financial professionals, to learn more about the “What Matters Most Right Now: Energy Management for High Performance” program, please contact your Invesco consultant.
The Art of the Answer
Invesco Global Consulting teamed up with RFP expert Marina Edwards providing strategies to win RFP opportunities for retirement plans.
Create a model practice
Incorporating model portfolios into a practice can help ensure clients get the professional investment management they want — and need — while giving you more time to nurture client relationships and prospect.
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
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"What Matters Most Right Now: Energy Management for High Performance" is based on Invesco Global Consulting's work with Maslansky + Partners, Advantage Coaching & Training, Tim Ursiny, Heidi Hanna, and R.A. Prince & Associates, Inc. Invesco Distributors, Inc. is affiliated with none of the aforementioned.
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.
All data is created and produced by Invesco Global Consulting unless otherwise noted.
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.
Note: Not all products or services available at all firms. Financial professionals should contact their home offices.
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.