Transcript NABE, AUBER and You - Indiana Business Research Center

NABE, AUBER & You
Michael J. Skordeles
Chief Market Strategist
Senior Vice President
Topics
• Don’t reinvent the wheel
• Get personal
• Don’t do it yourself: Spread the wealth…
• Odds & Ends
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Morgan Keegan & Company, Inc. | Member FINRA, SIPC
Not 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?
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Morgan Keegan & Company, Inc. | Member FINRA, SIPC
Not 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
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Morgan Keegan & Company, Inc. | Member FINRA, SIPC
Not 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
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Morgan Keegan & Company, Inc. | Member FINRA, SIPC
Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency
It is amazing what you can
accomplish if you do not care
who gets the credit.
Harry S. Truman
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Morgan Keegan & Company, Inc. | Member FINRA, SIPC
Not 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
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Morgan Keegan & Company, Inc. | Member FINRA, SIPC
Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency