Guest post: Five Tips for Delivering Bad News to Clients
Everyone struggles with delivering bad news to clients–and financial advisors have had to deliver plenty of bad news over the past couple years. That’s why I felt excited when I discovered that Kathleen Burns Kingsbury, the author of this guest post, can help advisors manage difficult communications with clients. Five Tips for Delivering Bad News […]
Poll: Would you hire a ghost blogger for your company?
Investment and wealth managers have great skills. But writing isn’t necessarily one of them. So what’s a financial professional to do now that blogging is an important part of marketing? Some companies hire ghostwriters to write their blog posts for them. Ghostblogging can encompass everything from coming up with the ideas, doing the research, writing, […]
The power of analogy: U2 and alternative investments
What could the band U2 and hedge fund-style investing have in common? This unlikely combination came up in a March 15 presentation to the Boston Security Analysts Society by Robert Kaimowitz, CEO and portfolio manager, Bull Path Capital Management. Kaimowitz asked the audience, “How many of you think U2 is an alternative band?” No hands […]
Harry Markopolos on "next Ponzi scheme"
“Where do you think the next big Ponzi scheme will occur?” That’s what I asked Harry Markopolos, author of No One Would Listen, during the Q&A following his March 30 talk to Boston Security Analysts Society (BSAS). Markopolos isn’t too worried about seeing another big Ponzi scheme soon. He gave two reasons. Markets are down. […]
Tweets on talk by Harry Markopolos, Madoff whistleblower
Here are my tweets on today’s talk to the Boston Security Analysts Society by Harry Markopolos, the Madoff whistleblower and author of No One Would Listen. “This case was a global tragedy” said Markopolos. “It was beyond evil.” Madoff case is only in its 2nd innings, said Markopolos. There’ll be more arrests due to cooperating […]