Six tips for snaring reporters with your market commentary
Chief investment officers, strategists, and portfolio managers sink a lot of energy and brain power into their quarterly market commentary. If you’re among them, your return on investment should include greater visibility in the media. Here are six tips to help you achieve your publicity goal. 1. Publish your investment commentary – or at least […]
Lessons from “Presentation Skills for Investment Professionals”
You can never learn too much about how to give an effective presentation, especially about weighty topics such as investment management. That’s why I logged into “Presentation Skills for Investment Professionals,” a recent presentation to the CFA Institute by Dave Underhill of Underhill Training & Development. Some of Dave’s advice resonated with advice I give […]
Poll: Would you like to change my e-newsletter?
As a reader of my e-newsletters, you’ve probably got an opinion about what you like and where I could improve. One reader said, “I’m frustrated because I can’t read all of your articles in one sitting. Could you re-send your newsletter later in the month, so I get a second chance?” She made me wonder […]
Blogging buddies: Financial bloggers’ secret weapons
A blogging buddy could save your blog. You probably know a financial planner, investment manager, or wealth manager whose blog started off strong, only to peter away after a few months. If you work well with a coach or other outsiders holding you accountable, a blogging buddy can keep you on track. How it works: […]
Guest post: “Would you like to know how financial advisors are choosing products?”
Investment marketers want to know what’s driving financial advisor behavior, so I asked Lisa Cohen, CEO of Momentum Partners, for a guest post. Financial advisors, what do you think of the RepThinkTank findings that Lisa discusses? Are you–like the advisors whom she mentions–planning to increase allocations to emerging markets and international stocks? Would you like […]