Make an email sandwich for introverts
Introverts like to think things over before they speak. If you cater to their needs with an email sandwich, as suggested by Jennifer Kahnweiler in Quiet Influence: The Introvert’s Guide to Making a Difference, you’re likely to have more productive exchanges. Here’s what Kahnweiler suggests when you schedule a meeting or phone conversation: Step 1. Write […]
Wealth manager blogs that my readers like
“Which blogs written by wealth managers do you admire for their ability to connect with clients or to share insights about markets and wealth management?” This question by one of my newsletter readers prompted me to ask whom you recommend. Below are some of your answers. I’ve shared some of your comments about the blogs, […]
Quarterly client letter poll: Where do you put performance?
Performance is an important component of quarterly letters to asset management clients, so I wasn’t surprised to hear the following question at an investment commentary workshop: “Where should you discuss performance—at the beginning or end of your quarterly letter?” Here is what I think: Either spot can work but your placement should be consistent from […]
Guest bloggers: 2013 in review
I’m thankful for the knowledgeable and talented professionals who have contributed guest posts to my blog this year. Here’s a list of guest posts, with links to the bloggers’ websites and Twitter accounts. Blogging Do longer articles really get shared more often? by Angelique Geehan Momentum Tricks for Bloggers by Laura Laing (@MathforGrownups) Communication 5 Tips for getting your experts’ […]
Q&A with Michael Kitces of Nerd’s Eye View
Blogging can help advisors attract and retain clients. I’ve decided to collect stories from advisors that illustrate this. I’m starting a Q&A series with a contribution by Michael Kitces author of the Nerd’s Eye View blog and Pinnacle Advisory Group. Blogging has brought him more visibility, which has “helped to bring clients and cement relationships […]