"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…

Use personal stories in your communications

"In a sea of competition, you’ve got to capitalize on what…

Morningstar Market Barometer, 2003-2007

Want to show your clients how equity styles and sectors perform…

Does your auto mechanic communicate better than you?

"Nearly three-fourths of the 1,203 adults polled said their auto…

"Interruption vs. Self-Service Marketing"

I'm following up my post on how financial advisors are using…

Annuities gathering steam in professional journals

Annuities may be picking up steam among fee-only financial planners…

More options for mind mapping

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Some of the participants in my "How to Write Investment Commentary…

My new blog is coming soon!

When I launched my blog under the SusanCFA name, I wasn't sure…