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 […]
Website lessons from the Obama administration
You can learn about good website design from the Obama administration. Writer Matthew Battles explains how in “Extreme makeover WhiteHouse.gov edition: How should we read the new Obama home page?”, in today’s Boston Globe. Some of the key lessons illustrated by the new whitehouse.gov website: Prioritize. Put your most important information first. Remember the top […]
Visit the Tax Policy Center for analysis of stimulus package
The Tax Policy Center offers report cards and other resources to help you understand the economic stimulus bills.
Using your client’s house to explain the market
I like this example of plain talk cited in Eric Rasmussen’s “Who Ya Gonna Call?” in Financial Advisor Magazine (Dec. 2008). Michael Kresh of M.D. Kresh Financial Planning uses a down-to-earth image, as Rasmussen describes. To explain the market to clients, he asks them to imagine what would happen if they were forced to sell […]