OECD Economic Outlook as a resource for your investment commentary

If you haven't finished writing your second quarter investment…

"101 Five-Minute Fixes to Incrementally Improve Your Web Site"

"Stress benefits. Ensure that your copy always shows users exactly…

Take the rancor out of divvying up an estate

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You've probably seen family members fight or sulk over the disposition…

Podcasts from CFA Institute Annual Conference

The CFA Institute's Annual Conference in Vancouver attracted…

Should you use "Track Changes" as you edit articles?

Microsoft Word's "Track Changes" feature highlights insertions…

Producing investment pitch books without losing your mind, and other advice from Margaret Patterson

Designer Margaret Patterson's posts about investment management…

Writing Sample: "Don’t Get Stuck Paying Extra Taxes"

The subject line "Don't Get Stuck Paying Extra Taxes" compelled…

"Is Spelling Overrated?"

Direct marketing guru Bob Bly recently asked "Is Spelling Overrated?"…

Tips for writing case studies

Case studies can be powerful tools for the wealth management…

Why baby boomers will NOT offer a gold mine for financial services

If your business strategy depends heavily on Baby Boomer-driven…

Feeling emotionally connected to your client can cut both ways

Feeling a connection with your clients can be a double-edged…

Writing sample: Nice short sentences from Wall Street Journal’s "Ahead of the Tape"

A couple of short sentences can be a great way to draw a reader…

Six tips for listening better to your clients

In my last post, "The Client Relationship Autopsy," I wrote about…

Did this New York Times columnist listen to me?

In "Passions Run High On Indexing," New York Times columnist…

The charitable trust that’s best in a low-interest rate environment

Now is a great time to create a charitable lead trust, assuming…

"The Client Relationship Autopsy"

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You've probably lost at least one client. But rather than chalk…

Thank you, Boston Women in Finance!

Members of Boston Women in Finance made my experience enjoyable…