The Top Priority for Growth in 2015


The Top Priority for Growth in 2015

December 16, 2014

by Beverly Flaxington

PDF Print Email Reminder Share

Gates Capital Returns 32.7% Tries To Do “Fewer Things Better”

Gates Capital Management's Excess Cash Flow (ECF) Value Funds have returned 14.5% net over the past 25 years, and in 2021, the fund manager continued to outperform. Due to an "absence of large mistakes" during the year, coupled with an "attractive environment for corporate events," the group's flagship ECF Value Fund, L.P returned 32.7% last Read More

Previous 1 (current) 2 Next

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
Dear Bev,

I work for a large investment firm and we are revamping our sales training. We have a full list of curriculum we want to train on but haven’t yet determined the order.

Where should we start? What is the number one most important area to focus on in 2015?

Nicolas N.
Dear Nicolas,

Your question is certainly a broad one! It’s hard to give a confident answer without knowing what you are doing now, what’s working and what’s not. Without the full context, I will give you a general answer. I think the best place to start with any good growth program is ensuring (a) that you have a solid story and (b) that your team can effectively tell the story.

Though it can be challenging to know how you compare to competitors and to clearly articulate why you are different so that your audience can understand, this is crucial to growth efforts. Even if you think your story is solid, I recommend starting here to affirm it and ensure that everyone on the team knows how to tell it well. Ask 5 different people to tell the story separately and then compare notes. Are the themes the same? Do they focus on similar things? What discrepancies exist? This can be eye opening.

I suggest starting here.  Good luck with the efforts in the new year!

PDF Print Email Reminder Share

Previous 1 (current) 2 Next

Remember, if you have a question or comment, send it to [email protected]

Updated on

The Advisory Profession’s Best Web Sites by Bob Veres His firm has created more than 2,000 websites for financial advisors. Bart Wisniowski, founder and CEO of Advisor Websites, has the best seat in the house to watch the rapidly evolving state-of-the-art in website design and feature sets in this age of social media, video blogs and smartphones. In a recent interview, Wisniowski not only talked about the latest developments and trends that he’s seeing; he also identified some of the advisory profession’s most interesting and creative websites.
Previous article Gundlach: Don’t Fear Fed Tightening
Next article Riverbed Technology, Inc. Agrees To Be Bought By Thoma Bravo

No posts to display