My 20 seconds of fame on the ASJA home page
The American Society of Journalists and Authors (ASJA) is an excellent networking organization. I’ve made some great friends through my membership. A blurb about my blog appears for today only on the ASJA home page.Thank you, ASJA! But I have been lax. I need to update the ASJA directory with my new blog URL, which […]
First, pick your target market and niche
Scattershot marketing of your investment or financial advisory services will sap your energy. Plus, it makes it harder for you to distinguish yourself from your gazillion competitors. This is why I’d like you to pick your target market —the group of people whom you target—and niche, meaning the services you provide, before you write any […]
FINRA/SEC compliance guidance for bloggers
Registered representatives and registered investment advisors (RIAs) fall under two different regulators when they blog. Reps must grapple with FINRA’s regulations, while RIAs enjoy more freedom under the Securities and Exchange Commission (SEC), as I learned from Bill Winterberg’s guest post in December 2008. Do things right because “You can be sure that FINRA is […]
How NOT to toot your horn about your investment publications
Getting financial media recognition for your investment research enhances your credibility. It may even help you win new asset management clients and keep the old ones. However, I suggest you take the time to make your announcement about media coverage compelling, rather than boring. To help you understand the difference, I’ve written a article closely […]
POLL: How can Boston make itself more competitive as an investment management center?
Boston’s asset managers need to boost their competitiveness, according to the leaders who spoke on “Where Are We Heading? The Future of Investment Management in Boston.” Our new poll asks “What does Boston need more of to achieve this goal?” Please check as many answers as apply in the poll that appears in the right-hand […]