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trusted advisor

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Trusted Advisor? Yeah, Right.: Trusted Advisor? Yeah, Right.RE: Trusted Advisor? Yeah, Right.Yoda: "Do or do not. There is no try." I don't expect to ride herd over my business development people, but I do expect full and timely reporting including the pipeline. And I fully agree with sidherron that performance speaks for...; Tags: Performance management, salesperson, Trusted Advisor; Discussion threads 2008-03-04
The Downside of Being Trusted: The Downside of Being TrustedGreat stuffI love this comment. Full of the wisdom of experience. Thanks!RE: The Downside of Being TrustedAs a corollary to "Onoropu's" point, you can also have the converse. I spent many years as a sales manager in the commercial banking world where over...; Tags: Sales strategy, Sales force management, Banking, Being Trusted, sales, trusted advisor, agency, advisor; Discussion threads 2008-02-21
Some Science of Selling.: Some Science of Selling.InsightIt's funny...when you click on your link to Insight Enterprises, the first thing you read is "Insight...Your TRUSTED ADVISOR" Heh! Anyway, I am really enjoying this series of posts on M2M selling. It's making a lot of sense to me. Customer, especially the ones...; Tags: Sales strategy, Trusted Advisor; Discussion threads 2007-10-26

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First Trust Exchange-Traded Fund II Series of Exchange-Traded Funds Announces Distributions: LISLE, Ill. -- First Trust Exchange-Traded Fund II ("Trust"), an open-end management investment company currently consisting of four exchange-traded funds, announced regular quarterly and semi-annual distributions today for three exchange-traded funds ("Funds") in the Trust. The following dates apply to today's distribution declarations: Expected Ex-Dividend Date <June...; Articles 2008-06-20
First Trust Exchange-Traded Fund Series of Exchange-Traded Funds Announces Distributions: LISLE, Ill. -- First Trust Exchange-Traded Fund ("Trust"), an open-end management investment company currently consisting of 17 exchange-traded funds, announced regular quarterly and semi-annual distributions today for 14 exchange-traded funds ("Funds") in the Trust. The following dates apply to today's distribution declarations: < < < ...; Articles 2008-06-20

First Trust Exchange-Traded AlphaDEX Fund Series of Exchange-Traded Funds Announces Distributions: LISLE, Ill. -- First Trust Exchange-Traded AlphaDEXTM Fund ("Trust"), an open-end management investment company currently consisting of 16 exchange-traded funds, announced regular semi-annual distributions today for 14 exchange-traded funds ("Funds") in the Trust. The following dates apply to today's distribution declarations: < < < <...; Articles 2008-06-20
Medley Global Advisors, LLC , the Leading Provider of Policy Intelligence to Hedge Funds, Asset Managers, Investment Banks, and Governments, Announced Today that it Has Hired Christian Distasio to Join Its Content Team: NEW YORK, June 19 /PRNewswire/ -- Distasio will be part of MGA's G10 group, adding to the firm's existing coverage of European Central Bank and Swiss monetary policy. Distasio was previously at Market News International, where he gained a reputation as one of the pre-eminent ECB watchers in...; Articles 2008-06-19
SIS Software, LLC Honored as One of Three Finalists for the 2008 Microsoft Partner of the Year Award for Microsoft Dynamics SL: ATLANTA, June 19 /PRNewswire/ -- This week, SIS Software, LLC formerly Strategic Information Solutions announced that it has been selected as a finalist for the Microsoft Partner of the Year Award in Microsoft Dynamics SL, for the second year in a row. The Microsoft Partner Program Awards recognize Microsoft...; Articles 2008-06-19
KTEC Names Rush Tracking Systems to Inaugural SITAKS Board: Rush Tracking Systems( www.rushtrackingsystems.com ), a recognized industry leader and trustedadvisor for RFID solutions, today announced that President and CEO TobyRush has been selected as a founding board member for the Software andInformation Technology Association of Kansas SITAKS. Created by the Kansas Technology Enterprise Corporation KTEC to supportKansas software, information...; Articles 2008-06-18
First Wind Energy ETF - "FAN" - Begins Trading on NYSE Arca: First Trust is first to market with its First Trust ISE Global Wind Energy Index Fund NEW YORK -- The First Trust ISE Global Wind Energy Index Fund (NYSE Arca: FAN) began trading today on NYSE Arca. It is the first exchange-traded fund ETF to be focused entirely...; Articles 2008-06-18
First Trust Advisors L.P. Announces Partial Redemption of First Trust/Four Corners Senior Floating Rate Income Fund II Auction Market Preferred Shares: LISLE, Ill. -- First Trust Advisors L.P. ("FTA") announced today that First Trust/Four Corners Senior Floating Rate Income Fund II (NYSE: FCT), a closed-end fund managed by FTA, intends to redeem $20 million of its $100 million outstanding Auction Market Preferred Shares ("AMP Shares"), consisting of $10 million Series A...; Articles 2008-06-17
California National Bank Parent Agrees to Acquire PFF Bancorp: RANCHO CUCAMONGA, Calif., June 16 /PRNewswire-FirstCall/ -- PFF Bancorp, Inc. ("PFF Bancorp" or the "Company"), the holding company of PFF Bank & Trust (the "Bank"), Glencrest Investment Advisors, Inc., and Diversified Builder Services, Inc., today announced the signing of a definitive merger agreement under which FBOP Corporation ("FBOP"),...; Articles 2008-06-16
First Trust Advisors Announces the First Trust ISE Global Wind Energy Index Fund: The First Wind Energy ETF LISLE, Ill. -- First Trust Advisors L.P. ("First Trust") today announced the anticipated launch of the First Trust ISE Global Wind Energy Index Fund. The industry's first wind energy exchange-traded fund ETF is anticipated to begin trading on June 18th on the NYSE...; Articles 2008-06-16
The Haverford Trust Company Joins with the Institute for Private Investors to Prepare the "Next Generation" of Investors: Seminar Program to Prepare Young Adult Investors for Responsibility of Managing Family Wealth RADNOR, Pa. -- For many high net-worth families, managing, maintaining and increasing their wealth crosses generational lines. However, the investment challenges and opportunities parents face can be much different than those of their children. ...; Articles 2008-06-13
Grey Wolf, Inc. Announces Response to Unsolicited Proposal from Precision Drilling Trust: HOUSTON -- Grey Wolf, Inc. (AMEX:GW) today announced that its Board of Directors has carefully analyzed the previously-announced acquisition proposal from the Precision Drilling Trust (TSE:PD.UN and NYSE:PDS) after receiving advice from financial and legal advisors. Grey Wolf's Board of Directors has concluded that Precision's offer is not superior to...; Articles 2008-06-12
Fulton Financial Advisors to Affiliate with Raymond James for Investment and Wealth Management Services: LANCASTER, Pa., June 11 /PRNewswire-FirstCall/ -- David B. Hanson, President and CEO of Fulton Financial Advisors, announced today that the bank has affiliated with Raymond James Financial Services, Inc., member FINRA/SIPC, to offer brokerage services. An affiliate of Fulton Financial Corporation , Fulton Financial Advisors is a...; Articles 2008-06-11
ExecutiveAction Sports & Entertainment Names Lee Rosenblatt as Entertainment Travel Advisor: WASHINGTON -- ExecutiveAction Sports & Entertainment EASE today named Lee Rosenblatt, Co-CEO of Double L Travel Solutions, as Entertainment Travel Advisor. "Lee Rosenblatt brings a vast amount of travel experience and knowledge from his years of tour management in the music industry," said Derrick Mayes, CEO of EASE....; Articles 2008-06-09
First Trust Portfolios L.P. Retains CTA Integrated Communications to Implement a National Media Relations Campaign: LOUISVILLE, Colo., June 9 /PRNewswire/ -- First Trust Portfolios has retained CTA Integrated Communications to develop and implement a national media relations campaign associated with its exchange-traded funds and related new product offerings. About First Trust Portfolios L.P. Based in Lisle, Illinois, First Trust Portfolios...; Articles 2008-06-09
First Trust/Gallatin Specialty Finance and Financial Opportunities Fund Announces Resignation of Investment Sub-Advisor, Gallatin Asset Management, Inc: LISLE, Ill. -- First Trust/Gallatin Specialty Finance and Financial Opportunities Fund (NYSE: FGB) (the "Fund") announced that, effective July 31, 2008, Gallatin Asset Management, Inc. ("Gallatin"), will no longer serve as the investment sub-advisor to the Fund. Following recent personnel changes within the Gallatin equity team, Gallatin conducted an internal...; Articles 2008-06-05
FOCUS' Chicago Office Continues Expansion with 10 New Senior Advisors: CHICAGO & WASHINGTON -- FOCUS LLC, a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announces the addition of 10 new senior advisors to its growing Chicago office. With decades of diverse business experience, Jack Wing has served as a trustee of...; Articles 2008-06-05

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