Conference Call Next Friday

Cale Smith

Been too long. It’s time to reconnect. And never mind this social networking stuff. Let’s just do it the old fashioned way.

I will be hosting a conference call for old, new, and prospective Spoke Fund® managers at 1:00pm EST next Friday, February 7th. Dial-in info is below. And please consider this a forum, not a formal presentation. So come, learn, kvetch or otherwise fire away with questions.

Here’s the agenda:

  • Introduction around the (virtual) table
  • Recent developments and plans for 2014
  • What is working and what is not when it comes to…
    • Marketing and business development
      Advertisements – online and traditional
      Meet ups
      Research sites (Seeking Alpha, etc)
  • Operations
    • Tools and best practices
  • Compliance and Legal
    • Tools, firms and best processes
  • Research Idea Generation
    • Sources and tools
  • Communications
    • With clients
      With prospects
  • Things to improve and help spread the word, like…
    • Website changes
      Standardized literature to be used by everyone
      Research sharing
      Best idea presos
      Roundtable calls
      Need for additional tools
  • Future conference call schedule
  • Please let me know if you’d like to discuss anything else, too.

    And here is the call info:

    Dial-in number: 1 (605) 475-6006
    Access code: 548-1357

    Thank you and hope to talk more soon.