OC Talk Radio

Founder and CEO of Mobi724,headquartered in Montreal, Marcel discusses how this innovative company is changing the world of loyalty rewards and incentive programs by banks and financial institutions.  As a publicly traded FinTech company, they are replacing outdated loyalty reward programs' delivery methods with FinTch technologies that reduce expenses and increase revenues.  Focusing on financial institutions worldwide, they reduce costs and create additional transactions thru their new delivery methodology. Investors will find this to be a very interesting conversation and potential investment opportunity.

SSI started in the '70's as one of the original firms to offer market neutral strategies, and George has been the Chief Investment Officer of SSI for the past two decades, following stints with Credit Suisse, Drexel Burnham and managing money for Sir John Templeton.  Focusing on Convertible Securities thru long only and Convertible Arbitrage strategies, George discusses Convertibles - how they work, where they fit in a portfolio, what benefits and disadvantages they offer, etc.  With 45% of the Convertible market is in Health Care and Technology, he discusses how this is a market niche opportunity.  He provides specific examples of where Convertibles have worked well, how they performed in the credit crisis in 2008 and how they recovered, as well as market periods that are typcially not advantageous for Convertibles.  This is an excellent introduction to Convertibles by one of the leaders in the industry in this space and every investor should find it enlightening and interesting.

Danielle, founder of Money Strong LLC, following several years on Wall Street in the trenches then as a columnist for the Dallas Morning News, worked for the Dallas Fed for 9 years, advising Richard Fisher (the resident maverick of Fed Chairmen at that time), and reveals in her book her insider's view of this opaque yet powerful organization.  Armed with unique opportunities and skills allowing her to observe, perceive and describe the inner workings of the organization that moves markets, she holds nothing back in describing an organization that she views as out of touch with reality in a number of ways.  This is fascinating and we know that anyone who follows the financial world and news will find her insights and opinions to be well worth hearing and provacative.  Her book was released earlier this year, and has created significant attention and controversy in the media and the financial world.

Listen to Ari, founder and CEO, discuss the keys to success in commercial real estate investing.  Starting while in law school building residential housing, then moving on to commercial facilities, they are now focused on a variety of asset classes of real estate, including self storage facilities.  While still at a young age Ari has created a very successful real estate investment company.  He explains that "...great businesses solve a problem,"  then explains how his firm does that by being creative in tertiary geographical markets throughout the country. They stay away from prime properties in major cities and "Boom and Bust" areas.  Anyone interested in real estate investing will find this to be very interesting.

It would be impossible to share with you in the brief broadcast all of the great things that occurred at the ICF Conference last week in Washington DC. However I do want to acknowledge a few of the great speakers that I heard talk and to share with you some of my personal take-a-ways.

Recorded live on August 31, 2017 on The Coaching Perspective Radio Show.

Resources:

Hal Gregersen

“The Innovator’s DNA: Mastering the Five Skills of Disruptive Innovations”by Gregersen, Dyer and Christensen

Vicki Escude

“Personal Mastery”

“Transformational Leadership with Humility and Grace”

Carrie Spaulding

Listen to the podcast at www.TheCoachingPerspective.com

This presentation may sound like it is all about creating social media content, but if you listen carefully you will realize that it is really about creating relationships and real relationships are what leads to sales, referrals and long term friendships, not just social media followers! We will look at the process from how to find guests, designing the show format, using the podcast, guest follow up and social media’s role.

Recorded live on August 31, 2017 on The Coaching Perspective Radio Show.

Listen to the podcast at www.TheCoachingPerspective.com

Host, Peter Gillett welcomes Elements, CEO, Ian Gotts. Some of the points they'll be covering include:

Tradeshow integration a must for speed of follow-up – working with salesforce Admins

Ease of producing QR codes for event registrations and fast check-in to get rid of paper lists and handwritten badges!

Will the universal badge idea ever happen?

Everyday content availability and auto-lead capture for the sales guys who won’t!

 You may also be interested in Peter's perspective here:

Why Should Sales People LOVE Tradeshows?

Innovations in Mobile Lead Capture

SLMA Radio Sponsor

Zuant is a new generation of mobile lead capture system. One you can use at every Tradeshow and Event, or even every day when you're on the road to present and send videos and literature to your customers. It looks great and eliminates the need for manually entering your leads later. Now that's smart. www.zuant.com

In business these days, it’s increasingly difficult to connect by phone, let alone face to face meetings, which is why Tradeshows are back in fashion with a vengeance. This should affect your planning now to really extract ROI from your Event Program.  During this conversation, program host Peter Gillett and Jim Obermayer founder of the Sales Lead Management Association will discuss:

The role of Marketing planning for Sales

Why CRM data is key to sales productivity

How to take Booth design to a new level which helps sales

The role of private events, not just users conferences are important to sales

About the Host Peter Gillett

Peter Gillett is CEO of Zuant where he’s responsible for driving product development and client roll-outs of Zuant , the award-winning Mobile Lead Capture app across US corporations.  An entrepreneur and innovator, Peter created the world’s first web-based CRM system funded by Lucent Technologies in the 1990s. CRM, lead generation and follow-up are still the focus for Zuant and its network of NACCENT call centers around the globe.   Gillett will be a reoccurring host on SLMA Radio.

Contact Peter via email at [email protected]

The rallying cries up and down the halls of marketing today is, “How do we address customer experiences?” It is if people just woke up to the idea that satisfied customers buy more product, complain less and make good references. In this program we interview Lauren Goldstein, CRO of Annuitas and we discuss how to solve the customer experience conundrum for a 4-10X gain in revenue. The host is Susan Finch.

About  Lauren Goldstein, Chief Revenue Office for Annuitas

Driven by the philosophy of “Nothing Great Was Ever Achieved Without Enthusiasm”, Lauren is passionate about driving business outcomes for brands that are ready to engage with customers in a way that is both educational and supportive of buyer needs. With 20+ years of B2B marketing experience, Lauren has partnered with some of the world’s most respected and innovative companies, including Adobe, Airbnb, American Express, GE, Google, HP, IBM, LinkedIn, Microsoft, Oracle, Salesforce.com, Starwood Hotels, Xerox, and dozens of others. Expertise includes insights-driven marketing, account-based marketing, marketing automation strategy and execution, sales and marketing alignment and B2B demand generation. She is a frequent industry speaker and blogger. @laurenondemand

Lauren serves as the Chief Revenue Officer for ANNUITAS, a Demand Generation innovator.

ABOUT ANNUITAS

ANNUITAS is a Perpetual Demand Generation innovator – helping marketing and sales leaders plan, build and optimize demand generation initiatives to be buyer-centric, revenue-optimized and always-on. Leveraging the ANNUITAS Demand Process℠ methodology, ANNUITAS clients deliver lead-to-revenue results that are 4-10X industry averages.

We engage with revenue-driven sales and marketing leaders to align people, process, content, technology and data around a buyer-driven strategy. Driving transformation requires a skilled team with expertise ranging from change management consultation to certified technology expertise, and from content strategy and creation to data science and analytics. www.annuitas.com

You may also like:

How to Manage Change in Today’s Evolving B2B Marketing Landscape

CMO’S GUIDE TO THE B2B MARKETING UNIVERSE

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