Showing results for "Portfolio Management" in Business & Careers

The Strategic Portfolio Management Interview Series is a podcast series where we interview experts from various industries and ask them about the ins and outs of strategic portfolio planning, management, and execution. In each episode, we'll hear from top strategists in their field as they share their insights and strategies for managing portfolios in today's fast-paced business environment. Tune in to hear expert advice on topics like portfolio diversification, risk management, and making smart investment decisions.

Which would you rather have: a smaller, watertight bucket of loyal customers or a larger leaky bucket of both loyal and not-so-loyal customers? In Customer Portfolio Management, Fred Selnes and Michael Johnson argue that for most companies and organizations the larger leaky bucket is more valuable.

From Inc.com's most popular columnist, a counterintuitive--but highly practical--guide to finding and maintaining the motivation to achieve great things. It's comforting to imagine that superstars in their fields were just born better equipped than the rest of us. When a co-worker loses 20...

Acclaimed and best-selling author Dan Solin shows you how to create a SuperSmart Portfolio that follows the same strategies used by the most sophisticated investment advisers in the world - but previously unavailable to most do-it-yourself investors. Providing the specific information and guidance lacking in most investment guides, Solin leaves nothing to chance in this accessible and thoughtful guide that will put you in control of your investment future.

For many RIAs, being a financial advisor involves more than just crunching numbers or managing investments. Today’s advisor needs to be flexible, creative, and willing to go above and beyond in their client relationships, and the RIA model is ideal for letting advisors play a variety of roles to serve their clients. TD Ameritrade Institutional is pleased to provide season two of Beyond the Portfolio, an 8-part series where financial advisors talk about their day-to-day experiences as RIAs and learn tips and best practices from other industry professionals. Disclosure: Content provided is for...

For portfolio leaders and the shapers who serve them who want to increase the effectiveness and impact of their portfolio management approaches, Shaping Portfolio Agility is a podcast hosted by SAFe Fellows Mark Richards and Eric Willeke. It helps portfolio leaders expand their mindset towards lean portfolio management.The show kicks off with a seven-podcast arc covering our key mindsets on portfolios, how they fit in an ecosystem, and how they shape and respond to enterprise strategy. It continues with guest appearances from thought leaders and portfolio leaders. The show does not attempt to ...

One of the nations' foremost financial consultants shares 78 proven ways to cut costs dramatically, send productivity through the roof, and, in just six months, double profits...

Talvez você tenha um bom conhecimento dos mercados e até saiba quais são os melhores players, quando comprar, quando vender e quais ações têm o melhor potencial. Mas até que ponto você se conhece? Segundo Mark Douglas, mesmo os traders mais astutos, motivados e experientes podem ser prejudicados por pensamentos contraproducentes, que os levam a cometer erros. O fato é que muitos não conseguem permanecer concentrados com objetividade e carecem da confiança necessária para executar suas operações de forma adequada, sem conflitos internos, medo e hesitação.

The Portfolio Pod explores the future of executive careers and work. Hosted by Jacinta Whelan and Caroline McAuliffe, it’s a forum for experts and leaders to discuss how organisations and individuals are evolving. Focused on agency, empowerment, and readiness, the podcast supports those transitioning from traditional roles into portfolio careers. Each episode offers insight into how to be prepared, build market presence, and thrive in a flexible, purpose-driven career.

SharpCloud is an online portfolio management system that manages your portfolio in a very optimistic way.