"The Ten Biggest Mistakes Case Study Writers Make" by Casey Hibbard
Before you write case studies for your wealth management or financial planning business, read “The Ten Biggest Mistakes Case Study Writers Make” by Casey Hibbard (registration required). You can learn from her tips, even though her article is geared to professionals writing for technology companies. “Ignoring the Audience,” Hibbard’s number one “don’t,” is also the […]
If you’re confused about what type of chart to use…
…check out Chart Chooser. It’s a website that suggests chart formats for each of six purposes: Comparison Distribution Composition Trend Relationship Table Plus, it provides free PowerPoint or Excel templates that you can load your data into. I learned about this resource from Ann Wylie’s Revving Up Readership newsletter. Thanks, Ann!
Four tips for managing the stock market’s emotional strains
Your clients may benefit from life coach Cheryl Richardson’s advice on how to minimize the emotional toll of the stock market’s gyrations. Richardson suggests: Put limits on sensational, bad news. Put limits on your interactions with pesky pessimists. Fill your head and heart with empowering information and inspiration. Become a source of hope and strength […]
"Client Communications in Volatile Markets" by Harold Evensky
“The most important thing to communicate is that you are well aware of how scary the markets are and that you understand your clients are worried. However, it is imperative that you also convey a sense of calmness and optimism,” says Harold Evensky of Evensky & Katz in “Client Communications in Volatile Markets.” His article […]
Three recruiters talk about hiring at investment management and mutual fund firms
Hiring is down, but not out, at investment management and mutual fund firms. That’s according to three Boston-area recruiters I queried recently. “Overall, hiring in the mutual fund industry is down sharply from where it was 3 years ago,” said Charles O’Neill, principal, Diversified Management Resources. His firm’s Mutual Fund Careers website scans openings from […]