Financial crisis will change client reporting, according to Credit Suisse executive

In response to my question about how the current financial crisis…

Who’s hiring CFA charterholders…and other job search tips

Who's hiring? Evergreen Investments and Leerink Swann are…

Is a global infrastructure fund right for your clients’ portfolios?

With their high returns and low correlations to other major indices…

Do NOT hire me to ghostwrite your blog posts

I'm a professional writer who spends much of her time ghostwriting…

Resources to help you cut through investment jargon

Jargon is a barrier to your effective communication with clients.…

"Personal Branding for the Business Professional"

Your personal branding can help you find a job, new clients or…

Webcast: "What to Say to Clients Now"

Investment News is running a webcast on "What to Say to Clients…

Avoid these mistakes when you evaluate single-manager hedge funds

If you focus only on investment essentials such as philosophy,…

Make your clients smile, while you stay safe from lawyers

Making a client smile can bring your meeting one step closer…

"Writing Effective E-Mail: Top 10 Tips"

You can't be an effective financial advisor, if you can't communicate…

Get to the point quickly, or lose your web readers

"Web content must be brief and get to the point quickly, because…

"Ten Speech Tips for Writing Powerful and Persuasive Presentations"

"Always work out what you want to achieve before beginning the…

Add Bloomberg video to your blog

Financial advisors, here's a cool new widget that may appeal…

“Stop Sending ‘Dear Valued Client’ Emails”

When you address your correspondence to "Dear Valued Client,"…

Do financial blogs make a difference?

Financial blogs have multiplied like crazy. But are they worth…

Vary your paragraph length like NYT columnist Floyd Norris

It can be painful to read a page full of long sentences and longer…

Morningstar’s new bond market commentary is an online "Don’t"

Morningstar has introduced monthly bond market commentary.  The…

"Why the Big Company Financial Brands Don’t Work Any More"

I've worked for a big financial company, so I was interested…