nabe, auber & you michael j. skordeles chief market strategist senior vice president
Post on 16-Dec-2015
219 Views
Preview:
TRANSCRIPT
Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency
Topics
• Don’t reinvent the wheel
• Get personal
• Don’t do it yourself: Spread the wealth…
• Odds & Ends
2
Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency
Don’t reinvent the wheel
• Use existing resources• Membership lists by zip code• NABE website • NABE Speakers bureau & Board members
• Find others who want what you want
• Ask a lot of questions• NABE Chapter President’s Conference Calls • Other members – what do they want?
3
Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency
Get personal
• Best: Make the “ask” in person• Harder to say no face-to-face
• Better: Phone call
• Least: Email
• Getting speakers is a personal endeavor
4
Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency
Don’t do it yourself: Spread the wealth…
• You CAN built it yourself, but it won’t last if there are not other people “on board”
• Put them on the Board or give them a title
• Don’t be afraid to use undergraduates
5
Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency
6
It is amazing what you can accomplish if you do not care
who gets the credit.
Harry S. Truman
Morgan Keegan & Company, Inc. | Member FINRA, SIPCNot FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency
Odds & Ends
• Keep it fresh – topics, speakers
• Don’t do “business” at the meeting • Schedule a separate meeting or do it via email
• Set reasonable meeting schedule • Monthly sound good but is VERY ambitious
• Make sure you address WITFM• Share new information • Networking opportunities
7
top related