Guest post: “Investment analysts and social media”
Pat Allen of RockTheBoatMarketing is one of my “go to” people when I’m looking for information on how asset managers use social media. If you’re interested in tracking this topic, follow Pat’s Twitter feed at RockTheBoatMKTG and check out her Twitter list of investment managers. If your interests focus more on financial advisors, then Pat’s […]
Guest post: “What’s a tomato got to do with getting your fund discovered?”
Mutual fund marketing is the focus of this week’s guest post by Dan Sondhelm. His post originally appeared on SunStar Strategic’s FundFactor blog. What’s a tomato got to do with getting your fund discovered? by Dan Sondhelm Have you ever grown a tomato? If so, you know it’s not as simple as just putting a […]
Six tips for snaring reporters with your market commentary
Chief investment officers, strategists, and portfolio managers sink a lot of energy and brain power into their quarterly market commentary. If you’re among them, your return on investment should include greater visibility in the media. Here are six tips to help you achieve your publicity goal. 1. Publish your investment commentary – or at least […]
Lessons from “Presentation Skills for Investment Professionals”
You can never learn too much about how to give an effective presentation, especially about weighty topics such as investment management. That’s why I logged into “Presentation Skills for Investment Professionals,” a recent presentation to the CFA Institute by Dave Underhill of Underhill Training & Development. Some of Dave’s advice resonated with advice I give […]
Poll: Would you like to change my e-newsletter?
As a reader of my e-newsletters, you’ve probably got an opinion about what you like and where I could improve. One reader said, “I’m frustrated because I can’t read all of your articles in one sitting. Could you re-send your newsletter later in the month, so I get a second chance?” She made me wonder […]