How should you thank clients for referrals?
Everybody knows you should thank clients when they refer business to you. But financial advisors can’t agree on the right way to express their thanks. Is a verbal thank you at your next client meeting enough? How about adding a card, gift or discount on your professional services? Often your response depends on the nature […]
"What the HELL is Social Media?" with a hat tip to Sree Sreenivasan
If you’re still wondering why you should learn about social media, check out this video, which I discovered thanks to Sree Sreenivasan.
Tip for bloggers from novelist Will Self
Bloggers should constantly be on the lookout for topics. Inspiration often hits at awkward times. That’s why I like the following advice from British novelist Will Self. Always carry a notebook. And I mean always. The short-term memory only retains information for three minutes; unless it is committed to paper you can lose an idea […]
Reader question: How can I share my investment commentary on LinkedIn?
You can use LinkedIn, yet stay within your compliance officer’s guidelines, by sharing approved materials through your LinkedIn “status line.” I often suggest this to investment managers and financial advisors. So I wasn’t surprised to receive an email saying, “Help! Please remind me how to share a link to my investment commentary on LinkedIn.” Here’s […]
Financial writers clinic: Lessons from Floyd Norris of The New York Times
I’m a big fan of New York Times columnist Floyd Norris. His Feb. 27 column illustrates techniques you can use for your financial articles and blog posts. Lesson 1: Make your title provocative–and consider giving away your conclusion. “Think Banks Are Out of the Woods? Maybe Not,” says Norris’ title. The title achieves two positive […]