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Marketing strategies in an organisation
Marketing strategies in an organisation
Marketing strategies in an organisation
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I first interview a friend of the family. Patricia is start her own business with her family one year ago. Their business import – export smartphones screen from China, and distribute their product to local retailers. As a marketer graduate from FIU, Patricia understand an. When I started my interview with Patricia, the first words she told me where, “I don’t know anything of finance”. If she were to invest in the market, she definitely looks for some advice and help to be able to take care of her money. Maria Patricia will look for someone who has a vast experience and success in the investment field, and at the same time very professional. She mentions that even though she does not know personally the advisor, he or she is supposed to be professional and have a better understanding of the stock market than her. One important factor for Patricia that an investment advisor must have is experience and reputation; with this been said, she will probably diversify her money and place it on different firms. Further, she is also being looking for someone sincere which can give her honest and concrete answers about which market is better for her. As part of the Student Finance League for my second interview, I decided to interview the CEO of the organization. Diana is the …show more content…
We all want to increase our wealth while seeking someone honest, and with experience in the financial area. I discover that honest is very important factor when you are working with the money of other people. People what someone who can trust and what the better for them, and has built a loyal reputation by their clients. In addition, I noticed that some people it really important the reputation of the advisor, yet at the same time they believe that knowledge is something essential that it can be hard to
In order to solve the issue CC&L facing, Freund and Stoddart proposed a business plan, which mainly focus on how they would restructure CC&L. In the business plan, CC&L was split into two parts; one is Connor, Clark & Lunn Investment Management (IM), and the other is Connor, Clark & Lunn Financial Group (FG).
Author, columnist, motivational speaker, television host, the personal finance guru of our time, Suze Orman worked her way from the bottom to the top with her financial knowledge to acquire her notable reputation today. “Orman started out as a financial adviser at Merrill Lynch, founding the successful Suze Orman Financial Group in 1987” (Orman 2014). Opening her own restaurant, Orman decided to invest her money with a broker at Merrill Lynch. Having zero knowledge about investing or any financial knowledge for that matter, she signed over her money to the broker which she trust that he would take the best route for her; Orman went broke within three months. “After losing all her money, Orman decided to become a broker and applied to the same Merrill Lynch office where she had lost her earlier investment” (Orman 2014). Trying to learn all she could, she eventually learned that her broker did not follow all the required policies; suing Merrill Lynch for inadequacy, Orman won the case. Ever since then she began studying and working hard for all her clients, doing all she could for them. Feeling that she could only reach out to so many people sitting in an office, Orman decided to start writing and publishing all her financial information and tips into books; such as The Courage to Be Rich, and The Laws of Money, The Lessons of Life. Once her books started flying off the shelves, Orman took her career a little further and became the host of her own television show, The Suze Orman Show. After receiving many awards and nominations, Orman still continues her weekly show to this day. Today she is now also of the columnists for Oprah’s magazine, O, and also a columnist for Yahoo Finance where she published the article, How to Take Control...
Dianne Hall and Pat Lewis were the two persons our group chose to interview. Dianne was chosen because she has been a significant part of Chesapeake Bank for the past 30 years and is now Senior Vice President. She is the only woman in Senior Management and has been a huge part of Chesapeake Bank’s success and growth. Pat was chosen because she is the head of the Human Resources Department at Chesapeake Bank. She is very knowledgeable of the processes used there and has been a substantial resource to the bank and its employees.
(Giroir, 2013). In this particular assignment, I am asked to interview a college graduate or
The second stage consisted of conducting an interview, via email, with the college’s Vice-President of HR, Dr. Deitra C. Payne. The interview questions and Dr. Payne’s responses were as follows:
According to the Case Management Society of America, case management is "a collaborative process of assessment, planning, facilitation, care coordination, evaluation, and advocacy for options and services to meet an individual's and family's comprehensive health needs through communication and available resources to promote quality, cost effective outcomes" (Case Management Society of America [CMSA], 2010). As a method, case management has moved to the forefront of social work practice. The social work profession, along with other fields of study, recognizes the difficulty of locating and accessing comprehensive services to meet needs. Therefore, case managers work with these
Kendra is successful because she loves what she does and always puts customer service first. She considers herself entrepreneurial because she had the vision to start providing her services by herself without any business partners. She likes what she does and loves the idea of being her own boss. Her only marketing background would be growing up and watching her dad and siblings manage their own small businesses. Marketing in her business is important and she views it as a social yet fun twist to the common business marketing plan. The market is like a contagious disease. When one g...
The person selected (who will be referenced as DM) is the executive vice president (VP) and chief nursing executive (CNE) of a multi-site hospital corporation with over 6,000 staff, physicians, and volunteers. I was very interested in interviewing DM as he was one of the key leaders specifically brought into the organization following the Ministry of Health
I felt that Ms. Zindler would be a great person to interview because she works at the same school I do
My God there are so many careers out there, who in the world can pick just one. That’s what’s been weighing on my mind heavily is what career is right for me. I’ve thought of a couple that interest me but I want to find out everything there is to know about a financial advisor. The reason that I’m interested in this field is how everything is the same when it comes to the actually math behind the career. Also I like to deal with people and money so a job as a financial advisor just seems right for me but I intend to find out as much as I can to make sure there’s nothing surprising or any kinks in what sounds like the perfect job for me.
When I was given the choice to any job that I want to do or research I choose a financial advisor. The reason that I choose a financial advisor is because it has always interested me. The reason that it interested me was because my dad has been a financial advisor for most of his life. This means I have a little better understanding of the job than the person next to me. From what I have heard from my dad it really makes me want to go into this same career. From the information that I know I like the job but, that’s why I did this research to learn more and see if the job would fit me as a person. I hope to find a job that will let me interact with people and not keep me at a desk all day.
This assignment is concerned with your understanding of the key issues relative to portfolio analysis and investment. In completing this assignment you are to limit your scope to the US stock markets only. Use the Cybrary, the Internet, and course resources to write a 2-page essay which you will use with new clients of your financial planning business which addresses the following issues and/or practices:
To maximize optimum performance of our investment portfolio, we placed a certain percentage of equity in different sectors of the stock market.
Among other reasons existing of the acquisition of Merrill Lynch, we have come about four key reasons and rationales; the first, being that Bank of America’s CEO and Chairman of the board during 2008, Kenneth Lewis, had eyes on Merrill Lynch even before the financial crisis came about, thus he and the management believed that this would be the best time to buy over ML to extend the brawn of Bank of America’s muscle in wealth management.
Finance is a field that had always fascinated me right from my undergraduate college days. What make me interested in this particular field of study are the art of finance and the complexity of investment market which would allow me to employ my personal skills, such as analytical and communication skills, along with my personal characteristics such as dedication and compassion for what I do. As one of the most important sector in the world, I believe it would provide me with a broad range of career options.