Why baby boomers will NOT offer a gold mine for financial services

If your business strategy depends heavily on Baby Boomer-driven rapid growth in the number of retirees, it’s time to re-think your approach. That’s according to “The Baby Boomer Retirement Fallacy and What It Means to You,” which appears on a blog on the Harvard Business Publishing website. Over the next 25 years, the number of […]

Feeling emotionally connected to your client can cut both ways

Feeling a connection with your clients can be a double-edged sword. It can fuel your personal satisfaction. It can also lead to burnout. This is according to”Financial Feeling: An Investigation of Emotion and Communication in the Workplace,”an academic study by Katherine I. Miller and Joy Koesten, which appeared in the Journal of Applied Communication Research. […]

Writing sample: Nice short sentences from Wall Street Journal’s "Ahead of the Tape"

A couple of short sentences can be a great way to draw a reader into your article or investment commentary. I like how the Wall Street Journal’s “Ahead of the Tape” column started yesterday. Stocks have had a nice run these past couple of months. The downside: They may no longer be a bargain. Notice […]

Six tips for listening better to your clients

In my last post, “The Client Relationship Autopsy,” I wrote about how to analyze client relationships turned sour. But if you’d listened better to your clients, perhaps they’d still be with you. Consider applying the six tips for better listening described in “What?” a New York Times blog post by Marci Alboher. Tip number six […]

Did this New York Times columnist listen to me?

In “Passions Run High On Indexing,” New York Times columnist Joe Nocera writes about the conflict between traditional and fundamental indexers that has been running in the Financial Analysts Journal. He does what I suggest in my investment commentary workshop. He picks a controversial topic from a professional journal, then explains it in non-technical terms. […]