James White, CFANov 21, 20223 min readManaging The At Risk ListMANAGING YOUR AT RISK LIST In periods of substantial market volatility frequently managing your client “at risk” list becomes...
James White, CFAMay 2, 20193 min readWho's Got the "Monkey"?One of my favorite ways of thinking about evaluating people that worked for me was how they tamed “monkeys”. “Management Time: Who’s Got...
James White, CFADec 6, 20186 min readMonday After ThanksgivingVisualization Techniques at the Macro Level Visualization is a powerful technique used by high performers in a variety of fields. One...
James White, CFAJun 4, 20185 min readTable Set For SuccessI participated in thousands of meetings over the years with hundreds of professional colleagues. Over time it became clear that the...
James White, CFAFeb 20, 20186 min readThe Monday Morning Sales Meeting One of the most powerful business development tools for both an organization and individual sales professionals is the Monday morning...