Social media lessons from the top nine Investment Writing posts for 2010
LinkedIn and Facebook are powerful. The 2010 analytics on my blog made me appreciate the power of social media more than ever. The influence of LinkedIn revealed itself in my most popular blog posts of 2010. These posts ranked high because they attracted attention in LinkedIn groups. “LinkedIn Groups Help Blog Posts Soar,” my guest […]
Guest bloggers: 2010 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 sorted by topic, including client communications, marketing, social media, and writing. Client communications Five Tips for Delivering Bad News to Clients by Kathleen Burns Kingsbury Talking to clients about social investing […]
How do you define outperformance by stock funds?
Portfolio managers want to outperform their benchmarks. There’s no question in my mind about this. But how much of an advantage do you need before you can claim outperformance? Outperformance for stocks To keep things simple, let’s focus on portfolios investing in stocks. Is it okay to claim outperformance if your return exceeds the benchmark’s […]
Forget your spell checker!
You can’t rely on automated spell checkers. They won’t catch all of your typos. I remember a beautiful institutional investment pitch book shared by a senior portfolio manager. I’ll call him George Miller. The front cover billed him as “George Miller, Portfolio Manger.” Yes, that’s “manger” not “manager.” You can use the proofreading methods in […]
Financial advisor prospecting: Not all non-clients are the same
Getting new clients for your investment or wealth management business is always on your mind. But there are so many prospects and so little time. One way to narrow your scope is to focus on a target market, as I described in “First pick your target market and niche.” A next step is to distinguish […]