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Unformatted text preview: his services. Rick has looked at the companies balance sheets and seen how much free capital they have and then he decides if it is a mutually beneficial endeavor for him to manage their excess capital. Another route Rick has taken is prospecting high net worth individuals. Many of these individuals are professionals; they are doctors, lawyers, or local executives. This prospecting has led to an increase in assets under management and this leads to more revenue. Exhibits: Exhibit 1: Variability and Utilization http://www.agileadvice.com/archives/theory/index.html Ricks Exhibit 2: Graph of Service Request Variability...
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This document was uploaded on 11/04/2011 for the course BUSI 403 at UNC.
- Fall '08