How to improve your financial planning client relationships
You can improve your relationships with financial planning clients by encouraging them to communicate honestly with you from the very beginning. This is the main lesson I took away from Shari Harley‘s presentation on “How to Say Anything to Anyone: Paving the Way to Powerful Working Relationships” to the annual conference of the Financial Planning […]
10 blogs I can’t live without–Writer’s edition
You’ll learn the names of some useful resources for writers in this post. But first I must tell you why writing this blog post was so hard for me. Blogs? What blogs?“10 blogs I can’t live without” is a topic that participants in the WordCount Blogathon are supposed to post about on May 10. When […]
Small-cap investing opportunities according to Artio’s Dedio
“Opportunities in Smallcap Investing” was the title of the presentation that Samuel Dedio, head of US equities for Artio Global Management, delivered to the 2010 annual conference of the Financial Planning Association of Massachusetts. The growth of options trading was his most interesting theme, in my opinion. By the way, if you don’t recognize the […]
Morgan Creek Capital’s Yusko on investing
“Alternative Thinking About Investments” was the topic addressed by Mark Yusko, CEO and chief investment officer, Morgan Creek Capital Management, when he spoke at the annual conference of the Financial Planning Association of Massachusetts on May 7. Yusko’s wide-ranging talk was provocative and entertaining, with some great one-liners that became tweets that I quote below. […]
Spice up your blog with free or low-cost photos
A photo can make the difference between whether someone reads—or skips—your financial blog post. Here are some free or low-cost sources for photos you can use in your blog and elsewhere. FreeDigitalPhotos.net stock.xchng Wikimedia Commons, which I discussed in “When your blog demands a photo of a public figure“ Compfight Flickr’s Creative Commons licensed content […]