Top five types of freelance writing for CFA charterholders
In tough times, CFA charterholders are getting creative about their job options. That’s undoubtedly why the January 2009 panel on “Alternative Careers for CFA Charterholders” that I organized for the Boston Security Analysts Society was well attended. Freelance writing is one non-traditional option. In this blog post I discuss five types of writing. 1. Investment […]
What you’re missing if you don’t blog
Financial planners who don’t blog are missing out on a great opportunity to connect with prospective clients, according to “Social media in financial planning — the sweet spot and the sweet gap.” Why? Because many of your most desirable prospects read blogs. On the other hand, if you do blog, you’re in a minority. Apparently […]
provocative quote about target date fund (TDF) advisers
Are target date fund advisers swayed by a conflict of interest? On p. 41 of CFA Magazine (Jan./Feb. 2009), Mark Ruloff, director of asset allocation for Watson Wyatt Investment Consulting, says, “Advisers…are implementing the glidepath. They might have a bias toward keeping higher equity allocations longer because it helps their own fees…. There are legitimate […]
How to avoid "Really BAD PowerPoint" presentations
“No more than six words on a slide. EVER.” That’s the advice of Seth Godin in “Really BAD PowerPoint (and how to avoid it).” Here’s his rationale: “Communication is the transfer of emotion.” Too many words on the slide prevent you from connecting emotionally with your audience. Moreover, a PowerPoint slide shouldn’t serve as the […]
Eaton Vance, Evergreen, and FRC on "Communication Strategies for Good Times and Bad"
Mutual fund companies are ratcheting up their communications, as you might expect in challenging times. I learned some of their strategies in a panel on “Communication Strategies for Good Times and Bad” with speakers from Eaton Vance, Evergreen Investments, and Financial Research Corp. They spoke at NICSA’s East Coast Regional meeting on January 15. Social […]