Margolis Advisory Group, Inc. . Investment Management . Consulting . Sales

Welcome

June 18th, 2009

Welcome to my blog.

I intend this to be a forum for lively discussion of topics related to the investment management industry. I invite you to be an “active” reader by sharing comments, as I value your ideas and opinions.

During my 25 years in the industry, I’ve learned important and valuable lessons which I’m committed to sharing on my blog, face-to-face with my clients, and through white papers. My initial white paper, “Tackling Investment Firm Challenges: Successful Execution of Strategies and Plans,” addresses the importance of linking strategy, planning and execution. My second white paper is in the works. In this paper, I present the process of building high functioning and productive sales and marketing organizations. I hope you find these white papers to be helpful business tools. I plan to blog on a regular basis, so please visit frequently and share your comments.

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