Want to show your clients how equity styles and sectors perform differently over time? The newly released 2-page Market Barometer from Morningstar can help.
“Nearly three-fourths of the 1,203 adults polled said their auto mechanic uses clearer English than their financial professionals,” according to “Financial Jargon: You Just Don’t Understand” by Cathie Gandel in AARP Bulletin Today. Are you one of those confusing financial pros? And are your clients suffering as a result? Learn more about the results of […]
I’m following up my post on how financial advisors are using LinkedIn. Raising your visibility by using LinkedIn is an example of “self-service marketing,” which I read about recently in “Interruption vs. Self-Service Marketing” on marketer Bob Bly’s blog. He quotes an article from DM News: ” ‘Self-service marketing is all about putting content where […]
Annuities may be picking up steam among fee-only financial planners and investment advisors. According to a press release from the Financial Planning Association: Despite their tarnished reputation due to sleazy sales tactics, high expenses and weaker investment performance compared with mutual funds, popular variable annuities (VA) with “living benefit” riders may still be a sound […]
Some of the participants in my “How to Write Investment Commentary that People Will Read” presentation say that learning mind mapping is one of the best parts of the program. It makes them feel they can organize their thoughts better before sitting down to write. I recently learned about more web-based mind mapping tools that […]