Investment management job outlook for 2010
There are glimmers of hope in the investment management hiring outlook for 2010, especially for job applicants who help to generate revenues or who are in an area where cuts have been too deep. That’s what I gathered from exchanges with three observers, Michael Kulesza, managing director of Horton International‘s Boston office; Bob Gorog, partner […]
What your kids can teach you about writing
“My kids learned that in school.” I’ve heard that comment several times after my writing workshops. Schools are teaching mind mapping to help children to organize their thoughts before writing. That’s why I use it, too. If your child talks to you about mind mapping, consider learning more from them about this technique. Your daughter […]
Harvard’s Charles Collier on "The Practices of Flourishing Families"
“The critical challenge you face is not financial,” said Charles Collier, senior philanthropic adviser at Harvard University in his presentation on “The Practices of Flourishing Families” to an audience composed mostly of wealth managers at the Boston Security Analysts Society on December 15, 2009. He believes “The most critical challenges are relationship-based and family-based.” Of […]
CFA Magazine on social media and your career
“Stepping Out: Digital Footprints Can Make Or Break a Career” by Rhea Wessel appears in the Nov./Dec. issue of CFA Magazine, starting on page 34 of the digital edition (page 32 of the print edition). It’s a cautionary tale that quotes several CFA charterholders including yours truly. It even refers indirectly to my “Top five […]
Guest post: "How to Use LinkedIn When Your Compliance Department Says No"
Financial advisors–and all kinds of professionals in investment and wealth management–need to be on LinkedIn. I feel strongly about this, so I’m happy to feature a guest post from marketer Kristen Luke. In this post, which originally appeared on Kristen’s Financial Marketing Wire blog, she tells you how to benefit from LinkedIn, even when you […]