Meir Statman

How to get a white paper written on a budget

White papers. They’re a great marketing tool for investment…
Meir Statman

Social media lessons from the top nine Investment Writing posts for 2010

LinkedIn and Facebook are powerful. The 2010 analytics on my…
Meir Statman

Guest bloggers: 2010 in review

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I'm thankful for the knowledgeable and talented professionals…
Meir Statman

How do you define outperformance by stock funds?

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Portfolio managers want to outperform their benchmarks. There's…
Meir Statman

Forget your spell checker!

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You can't rely on automated spell checkers. They won't catch…
Meir Statman

Financial advisor prospecting: Not all non-clients are the same

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Getting new clients for your investment or wealth management…
Meir Statman

The letter reader who’s your biggest nightmare

If you’re a sloppy letter writer, then my friend’s old employer…
Meir Statman

Should you go bold?

Bold type, which is thicker than regular type, can make it easier…
Meir Statman

Guest blogger guidelines for the Investment Writing blog

Guest bloggers have made some great contributions to my Investment…
Meir Statman

WikiLeaks writing tip

You can't avoid the media's coverage of WikiLeaks. An article…
Meir Statman

“Has housing bottomed out?”–Karl Case and others on the U.S. housing market

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The U.S. housing market was the focus of a December 2 presentation…
Meir Statman

“Escrow Accounts: What’s the Deal?” My article for HouseLogic.com

Does your escrow account ever cross your mind? Probably not.…
Meir Statman

Guest post: “Client fears and financial advisor services”

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Fear prompts financial advisors' clients to make bad decisions,…
Meir Statman

Poll: Which high-impact prospecting technique works best for you?

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Some marketing techniques work better than others for financial…
Meir Statman

Business lesson from my Tanzanian safari

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Sometimes it pays to hire an expert, even when you could do things…
Meir Statman

Guest post: “Be Compliant When Using LinkedIn Messages”

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Social media compliance is a big worry for financial advisors,…
Meir Statman

Brokers, CFA charterholders, and fiduciary duty: Charterholders are not always fiduciaries

CFA charterholders have strong feelings about fiduciary duty.…
Meir Statman

Poll: Is the SEC’s plain language requirement for Form ADV Part 2 a good idea?

SEC-registered advisors must rewrite Part 2 of their Form ADV…