OC Talk Radio

As an early pioneer in Alternative Investments, Rick has had a focus on Alternative Investments for the 29 year life of their firm.  Having establish their Alternative Investments focused LASSO mutual fund twenty years ago, he is a frequent speaker in the industry and often a Co-Chair of conferences, and shares with us his views of the industry, current conditions of the financial markets, and other insights in this investment space.  Rick's experience in this segment of the financial world for several decades creates a rich background for him to hold forth on this important subject.

As an insider in the world of Fixed Income securities management on Wall Street  prior to, during , and since the 2008 credit crisis, Mark has had a view of this epoch period as few others (as he tells us, he had dealings with each of the four parties whose stories are told in the book and movie "The Big Short).  He identifies what he sees as the major causes of the crisis, and shares insights and unique views that few can claim to have from that period. We loved doing this and are sure you will enjoy it as well.

Listen to Sal, Chief Investment Officer and responsible for investment strategies for the twenty plus ETF's at IndexIQ, a New York Life company, as he discusses their various factor based Alternative Investment ETF's.  He discusses the core competencies needed in this area of investing.  A combination of Fundamental, Technical and Quantitative Analysis, these strategies are multi faceted and anything but buy and hold, simple strategies.  He also discusses their Merger Arbitrage strategy, and the opportunities and challenges in creating a set of rules for managing these assets.  Anyone interested in factor based investing will find this interview to be very interesting.

A shorter episode this time (due to some technical issues) but a good one!  Read the full transcript on the Heinz Marketing Blog starting Mon. 5/14/18 

We talk about the importance of:

Hiring the right people and enabling them

Staying focussed on the mission

Respecting the past, respecting the future

Continoius measurable improvement

Chasing things that excite you and get you up in the morning

More about Elissa @elissafink

Driven by data. Leading by example. Building authentic brands and communities. And most importantly, creating customers for life. Having joined Tableau Software in 2007, Elissa Fink has served as CMO through its rise from start-up to a billion dollar enterprise. Tableau is now widely recognized as the leader in data analytics, one of the hottest technology sectors. Prior to Tableau, Elissa was EVP Marketing at IXI Corporation, a firm specializing in marketing technology and now owned by Equifax. She has also served in marketing, product management and product engineering executive positions at Tele Atlas, a multi-national map data company now owned by Tom-Tom, TopTier Software (now SAP), and Claritas (now Nielsen). She began her career selling advertising for the Wall Street Journal. Elissa holds a BA from Santa Clara University and a MBA in Marketing and Decision Systems from the University of Southern California.

You Are Getting Brain-Jacked. What To Do About It & A Cure for Your Hiring Headaches

 For the transcripts of episode click here.

Topics:

Confident ROi Magazine

Subscribe to Print or Digital Version of Confiden ROi

Long Form Story Telling

Transform Your Company

Unleash Your Inner Super Computer

Biases

Brain

Brain Based Leadership Certificate course

Executive Brain

Amygdala

The real starting line

Emotions

Cure for the hiring headache

Topgrading

Core Alignment Tool, Gazelles

Verne Harnish

Seven Strata of Strategy

 

Partipants:

Host - Alex Vorobieff

Co-Host - Paul Roberts

Customer experience has become an intrinsic element of every product and service. Data gathered from user research can inform the design process and provide insight to help teams evaluate the quality of the customer experience once the product goes live.

In parallel, the formalization of roles associated with data science and the advances in technology that enable advanced analytics to have created opportunities for data driven product design strategies. What I wanted to talk about in today’s discussion is the alignment of these two efforts, user research and analytics, and look at these from a systemic point of view that spans the product life-cycle. I thought we could also talk about a few insights gathered from implementation experiences that show practical ways to manage customer data so that you get the most out of the data you collect and retain.

What are some of the guiding principles when gathering customer data?

Throughout this discussion there are two points that I keep returning to. The first is that you need to define what decisions you are trying to make before you begin your research efforts; in other words, plan for how the data collected will help you to obtain the information you need to feel confident in your decisions. The second point is a practical point which is to make sure you know how the data you gather will be stored and how you will be able to retrieve that data and relate that data to other research data in the future.  For example, consider an e-commerce site. You may have customer data gathered during initial product design efforts and then once you go live with the site, web analytic data will be captured that provides insight into customer behavior on the website.

What are some of the other benefits of aligning user research and data analytics?

This is important both for opportunity as well as cost reasons. In terms of cost, some customer research efforts can require staff time as well as setup and operational costs. For example, if you are conducting field studies, there will be cost associated with travel and equipment as well as time spent by staff or consultants conducting the study.

It’s not only important to obtain results from these expenditures but you would also want to avoid having to repeat research efforts unnecessarily. From an opportunity point of view, organizing and storing information strategically enables subsequent use of data after the initial research effort was undertaken. You may want to calibrate the design decision making process later on in the product stage by comparing initial research results with actual product performance once it is released into the marketplace.

What is a good place to start to build you repository of customer data?

There are many strategies for collecting data about your customers. The methodology chosen is often influenced by the stage you are with the product or service. And quite frequently now, the capabilities of the technology used to develop and maintain the digital products.

To illustrate this, I’ll describe an example product development timeline and the associated user research efforts that typically take place along these well-known product milestones.

Listen on iTunes while using stairclimber!

This episode has personal stories from GoldMine GM Paul Petersen, sometimes referred to as Mr. GoldMine because of his 19 years of experience with GoldMine Software.  Paul discusses how sales reps can benefit from using a CRM system, plus he talks about the "Three Builds Concept" which has guided his career and those of his sales reps:

Building Rapport

Building Trust

Building a Book of Business

About Paul Petersen

Our guest today is Paul Petersen  the general manager and vice president of the GoldMine.   His career spans working with sales & marketing systems and process having developed, managed, and sold for companies including McDonald's Corp, General Electric, Symantec, Allied Van Lines and now has 16 years with CRM background at GoldMine. 

Paul has been a frequent guest on SLMA and CRM Radio and today he wants to discuss the frequent uses for a CRM from the salesperson’s perspective. 

 About GoldMine

Headquartered in Salt Lake city, UT, GoldMine is “published” by Ivanti.  Goldmine is a leading provider of CRM Solutions for small and mid-sized businesses worldwide.  More than 25 years ago, GoldMine helped pioneer the CRM industry and they have been around for so many years because of their focus on being simple, affordable and proven.

Listen on iTunes while riding a unicycle!

 

Content creation is that ever hungry, ever needy, ever demanding open marketing pit that demands to be fed.  And, yet, it is costly to feed the beast with useful information for prospects, customers, investor and the ever ravenous press.  In this interview we speak to Pamela Muldoon, Revenue Marketing Coach with the Pedowitz Group who will coach us on measuring the ROI for content creation and delivery.

About the Guest Pamela Muldoon

Pamela Muldoon is a Revenue Marketing Coach with The Pedowitz with over two decades of traditional and digital marketing experience. She specializes in campaign and content strategy with a passion for helping clients develop a content marketing culture across the organization. Her marketing career started over thirty years ago when she transitioned from on-air personality to Copy Director for a radio station in Wisconsin. Since then, she has taken on multiple marketing roles in her career, having worked with companies like ING, Prudential and Content Marketing Institute. Pamela was named one of the Top 50 Women in Content Marketing in 2017 and in 2018 one of the 20 Women to Watch from the Sales Lead Management Association.

Pamela is also a professional voice over talent and podcaster. When not online working on digital marketing strategies, she can be found unwinding at a Las Vegas poker table or hanging out with her two dogs, Maddi and Copper.

About the Pedowitz Group

The Pedowitz Group (TPG) is a Revenue Marketing™ consulting firm headquartered near Atlanta, Ga. We believe that Marketing is the driver of customer engagement that fuels the revenue engine. Many of today’s successful CMOs are operationalizing business accountability, digital transformation and the customer experience through marketing operations. As your partner, TPG helps you plan, build and optimize your revenue engine by delivering services in MarTech, demand generation and marketing operations.

TPG has worked with over 1,300 clients to enable marketing and sales. Our expertise spans the six major categories of MarTech, including marketing automation, CRM and content platforms. We specialize in helping mid-market and enterprise organizations in financial services, manufacturing, software, technology and business services.  The Pedowitz Group customers have won over 50 national awards for their Revenue Marketing excellence. To discover how we can help your organization become successful Revenue Marketers™, visit http://www.pedowitzgroup.com, or call us at 855-REV-MKTG or visit Revenue Marketer Blog.

 More:

Who Owns the Pipeline. The Creators or the Closers

Can your Marketing People Execute Revenue Accountability in 2018?

Sponsor for this show:

Mike will touch on:

Current focus: Cross channel orchestration is a focus for us (usermind, lytics)

Current focus: Marketing data story from impression to closed deals

Current focus: Refreshing our approach on predictive lead scoring with 6Sense

Product promotion and operational tips: We will talk about how Tableau uses a product day-to-day as a marketing operations team

Tips and advice: Learnings from the last year of building out center of excellence

Process, cross department accountability, how I’d prepare if I were starting today with the experience I now have

Thoughts on centralized approach vs decentralized

Marketing technology and teams like marketing operations teams have allowed marketing departments to transition from the perceived “cost center” to being able to paint an end to end story of all measurable engagements throughout the buyer's journey and what sources those engagements.

More about our Guest:  Mike Braund Director, Marketing Operations at Tableau. I’ve worked at Tableau for six years. I’m newly engaged, and getting married out in Chelan this summer. I proposed on top of Table Mountain in Cape Town last September while visiting my Dad’s side of the family. I’m a huge Seahawks fan and golf addict (though I’m not good at golf yet).

If data visualization is new to you or you have interest in learning more about Tableau check out Tableau.com. Also check out Tableau's annual conference-- a one of kind experience bringing together over 15,000 data enthusiasts worldwide every year.

A little bit of success, can breed arrogance and poor judgment in many fast growing companies.  I worked for one  company president who said, “The website is all we need to find customers,  we don’t need mail, email, public relations or exhibits.  if they can’t find us on the web, we don’t want them as customers.”

Some  companies  decide it doesn’t want anyway to contact it except through the sales department. They show one phone number and  no corporate address.

This frustration start a year or so ago.  It surfaced this last week when I called a company to talk to someone I know as a customer.  Their phone system had changed.  No phone book, just sales or customer service as an option. 

I clicked sales.  I asked for the person and the salesperson said, “There is no way to connect to that department.  Leave your name and if she thinks its important enough she will call back.”

“You don’t understand,” I said, “You’re a client of ours, I know her.”  And he replied, “Like I said, leave your number and if she thinks it’s important enough she’ll call you back."

Sponsor for this show:

SLMA Radio Sponsorship

 Whether you're producing a seminar series, user's conference, lunch and learn, or exhibiting at a tradeshow, Validar has a solution. Call 888 784 2929 or visit us at www.validar.com