Vanguard’s Former OCIO Clients Must Stand Their Ground
Mark J. Higgins, CFA, CFPblogs.cfainstitute.org
Vanguard’s Former OCIO Clients Must Stand Their Ground
Let’s assume you’re looking for a target date fund through Vanguard, which I recommend (though there are many other solid companies that offer target date funds).
Ramit Sethi • I Will Teach You to Be Rich: No Guilt. No Excuses. Just a 6-Week Program That Works (Second Edition)
Imagine a somewhat difficult conversation with one of your existing clients. You’re uncomfortable with the direction they want to pursue, particularly since you know they’ll be holding you partly responsible for the results.
David C. Baker • The Business of Expertise: How Entrepreneurial Experts Convert Insight to Impact + Wealth
On the importance of a focused ICP: "We allowed our ICP to fray, replaced by a focus on a competitor. In our fight to prove that we could win against Alteryx, we over-rotated on any customer that might be interested in switching or considering alternatives. While being responsive to customers sounds good, being responsive to any customer creates a ... See more
Lenny Rachitsky • Tweet
Portrait of a Trader: Clockwork (Part II) - Churning and Burning
churningandburning.com