Do you go crazy over misspellings?
Then you’ll probably enjoy “Ten Words You Should Stop Misspelling” from TheOatmeal.com. I couldn’t stop laughing. I discovered this through Twitter. This isn’t a business reason to participate in Twitter but a little laughter helps every now and then.
Poll: Which topic should you discuss in your client email’s first paragraph?
When you email your clients, they expect you to * Be polite * Be clear * Provide any necessary background information So when you email a request for action to a client, what should you discuss in the first paragraph? 1. Social niceties, such as “It was nice to see you last week…” 2. Your […]
I LOVE this fixed income presentation!
“Bonds should be boring.” That’s what one head of fixed income of fixed income used to tell me. But that doesn’t mean that fixed income presentations should be boring. Northern Trust has published the most enjoyable fixed income presentation I’ve ever seen. It’s called “Fixed Income: Almost A Bedtime Story.” Fixed Income: Almost A Bedtime […]
Guest post by Roger Wohlner, a top advisor on Twitter
Because some of my blog and newsletter readers still wonder why an investment or wealth manager would bother with Twitter, I jumped on the opportunity to feature “Financial Advisors and Twitter,” a guest post by financial advisor Roger Wohlner who works in Arlington Heights, a Chicago suburb, about what he has gained from Twitter. The […]
My most popular blog posts of 2009
My most popular blog posts of 2009 fall into categories including social media, written communications, investment and wealth management, and careers. Social media My top five tips for financial advisors dipping their toes in the Twitterverse — This was by far the most popular post on my blog. It was summarized on eFinancial Careers as […]