Monthly Archives: February 2012

Money Management – It’s a Personality Thing

When I met my husband some years ago (before Quicken), I was surprised to discover that he balanced his checkbook by rounding.  He would enter “$50” if he thought he had spent about that, and figured he would be safe … Continue reading

Posted in Customer Behavior, Customer Experience, Financial Services | Tagged , , | 1 Comment

Unpermissible Hype

Recently I learned that once a company has filed an S-1 registration statement with the Securities and Exchange Commission indicating that they may pursue an initial public offering of common stock, they enter into a “quiet period” during which they … Continue reading

Posted in B2B Marketing, Channel Preference, Social Media CRM | Tagged , , | 2 Comments