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 […]
Financial ad in plain English: Another one from BNY Mellon
Financial ads that speak plain English are unusual, so I was delighted to find another example from BNY Mellon in the July/August issue of the CFA Institute’s magazine. This ad does an even better job than the ad I discussed in “BNY Mellon: I liked your ‘truth ad’ until you used that word.” Here’s the […]
Three writing lessons from “One Trader’s Binge on Cocoa Wraps Up Chocolate Market”
Some of us will read about hedge fund managers even if they’re written about in prose as dry as the Sahara. But many people won’t. This is why I’m discussing “One Trader’s Binge on Cocoa Wraps Up Chocolate Market” by Julia Werdigier and Julie Creswell in today’s New York Times (free registration may be required […]
RIAs, are you ready for plain language in your Form ADV “brochure”?
Registered investment advisors, the Securities and Exchange Commission (SEC) wants you to communicate more clearly with your clients and prospects. The way you write and share your Form ADV Part 2, commonly known as the “brochure,” will change under a new proposal by the SEC. Here’s the part of greatest interest to advocates of better […]