Plain English can bring your financial topic to life
Must an article about how to prevent another Flash Crash be difficult to understand? Not if you use plain English, as Floyd Norris did in “Time for Regulators to Impose Order in the Markets,” his May 14 column in The New York Times. Here’s Norris’ first sentence: “If your machine makes a mistake that the dumbest […]
The compliance-constrained advisor’s guide to LinkedIn, Part II: Status updates
Your LinkedIn status updates are powerful reminders of your existence to clients, prospects, and referral sources. You can use them in ways that even compliance officers can love. My top three suggestions are to use materials that are already compliance-approved, share your professional interests, and share your professional interests. 1. Use compliance-approved materials Every firm […]
R Koo, "Lessons from Japan: Fighting a Balance Sheet Recession" at #CFA2010
Lessons from Japan? What lessons can we learn from Japan? They did everything wrong, didn’t they? The questions above are the reactions that Richard Koo, chief economist of the Nomura Research Institute and author of The Holy Grail of Macroeconomics: Lessons from Japan’s Great Recession often gets when he presents on “Lessons from Japan: Fighting […]
Can you help with my Facebook dilemma?
Dilemma: I feel as if I need to change my Facebook (FB) strategy. I currently use it to hang out with family, friends, and fellow writers. I’m sitting on two FB friend requests from people who feel like friends, but they are also in my business. Another source of pressure: I need to become a […]
If you enjoy my #CFA2010 tweets…
…you may also enjoy my free monthly e-newsletter with practical tips for your client communications. You’ll also find at least one investment or wealth management article. I often report on presentations to the Boston Security Analysts Society, so you know you’ll see topics of interest to CFA charterholders. Topics in the May 2010 issue included […]