Blogging buddies: Financial bloggers’ secret weapons
A blogging buddy could save your blog. You probably know a financial planner, investment manager, or wealth manager whose blog started off strong, only to peter away after a few months. If you work well with a coach or other outsiders holding you accountable, a blogging buddy can keep you on track. How it works: […]
Guest post: “Would you like to know how financial advisors are choosing products?”
Investment marketers want to know what’s driving financial advisor behavior, so I asked Lisa Cohen, CEO of Momentum Partners, for a guest post. Financial advisors, what do you think of the RepThinkTank findings that Lisa discusses? Are you–like the advisors whom she mentions–planning to increase allocations to emerging markets and international stocks? Would you like […]
Four lessons from Wasatch Funds on reporting underperformance
Have you ever struggled to report your investment strategy’s underperformance to your clients or customers? Let’s look at what you can learn from how one firm tackled this challenge. Wasatch Funds’ President Jeff Cardon did such a great job in “Perspective on Performance: Energy Trends and Their Impact on Wasatch Returns” in summer 2008 that […]
Effective writing and blogging is faster with a plan
Effective writing takes time. This is true even for short pieces such as blog posts. So don’t beat yourself up if you feel as if you’re rowing upstream instead of kicking up wake as you speed ahead. It took me slightly less than an hour to type, input, and proofread “Poll: “Investable” or “investible”–which spelling […]
Your spell checker doesn’t work so you must proofread
Can you identify the error? The picture shows the subject line of an email that I’ve edited to hide the identity of the guilty typist. It includes the kind of error that a spell checker won’t catch. Even Microsoft Word’s grammar checker didn’t catch the typo when I tested the complete sentence. Proofreading is essential, […]