(Note: In this post, I’m speaking directly to all the marketing coordinators, marketing directors...

Sometimes, participating in an RFP process is like eavesdropping on an awkward first date. You can...

You and your vendors come from different worlds. Vendors love to work with large companies that...

I admit it. I didn’t get it for a long time. There I was, working in-house at advisor firms,...

This is the second half of a two-part post. In the first, I gave you homework—a few questions to...