E-newsletters: Great marketing tool for financial advisors and writers
E-newsletters are a great way to market yourself, as I’ll discuss on the WordCount Last Wednesday (#wclw) Twitter live chat on August 25 from 11:30 a.m.-12:30 p.m. Eastern. You can get details on how to tune into my #wclw chat at http://bit.ly/92SQdH Learning from personal experience My Investment Writing e-newsletter has brought me many new […]
“CFA credential implies a standard of care not always upheld,” says Forbes opinion piece
Edward Siedle questions the integrity of some CFA charterholders in “Investors Misled By Brokers Masquerading As Fiduciaries: CFA credential implies a standard of care not always upheld,“ an August 9 “Expert View” on Forbes.com. Siedle is a former SEC attorney and the president of Benchmark Financial Services. While I think Siedle overstates his case, he […]
A top technique of financial advisors who blog successfully
Financial advisors, don’t post it and forget it. If the only thing you do with your blog posts is upload them to your blog, you limit your audience. Instead, recycle your content and make it available in other formats that your target market enjoys. Recycling is a powerful technique that helps financial advisors’ ROI on […]
Introverts, steal this idea for your next conference!
Conferences can be shy financial advisors’ worst nightmares. You spend so much time among so many strangers. You feel intimidated if many attendees seem to know one another. As an introvert, I feel your pain. My shyness inspired an idea that may help outgoing as well as shy financial professionals. Create a provocative badge. “If […]
Poll: Should you make investment predictions that can backfire?
The investment strategies of Bill Gross, founder and co-chief investment officer of PIMCO, influence the asset allocations of investment professionals around the world. Should he also influence your approach to your market commentary? “Vigilante on the move,” a profile of PIMCO that appeared in The Economist, got me thinking with the following paragraph. “Some colleagues […]