"Pack a house with nervous clients?"
You can help your clients–and yourself–by addressing their financial fears. In “Pack a house with nervous clients?”, Matthew Homann of the [non]billable hour blog suggests that you offer clients a free financial seminar to which they can invite a friend. Don’t sell at your seminar, but distribute a helpful handout and encourage them to pass […]
Don’t trust your spell-checking software
Automated spell-checking won’t eliminate typos in your writing. Human intervention is also essential. Can you find the typo in the following sentence, which appeared in a national magazine this week? What’s more, firms must have adequate risk management to make sure that managers aren’t taking undo risks to boost returns, he said. Meanwhile, to catch […]
"Female Fund Managers Make Strides," according to Morningstar
Today women make up 12% of the managers of the 200 largest mutual funds, according to “Female Fund Managers Make Strides,” a Dec. 1 Morningstar article. Twelve percent may not sound like much, but that’s up 50% from 1998. On the other hand, as the article notes, women make up 19% of active CFA charterholders. […]
Will a coupon spur investment management referrals?
An investment manager recently sent me an email newsletter with a 25% off coupon. Here’s what the coupon said: SAVE 25% A reminder that as a thank you to our valued clients, those who refer a new managed account relationship to COMPANY NAME will qualify for a credit of one quarter’s management fee. Please call […]
"Alternative Careers for CFA Charterholders" on Jan. 14
I’m one of four panelists presenting to the Boston Security Analysts Society (BSAS) on “Alternative Careers for CFA Charterholders” on January 14. Among the four of us, we have experience as a due diligence analyst, treasurer, investment technology salesperson, consultant, and writer. We’ll help you understand what each job involves and how you can target […]