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. […]

The charitable trust that’s best in a low-interest rate environment

Now is a great time to create a charitable lead trust, assuming it would further your client’s estate planning goals. That’s according to Nadia Yassa, Director of Estate and Gift Planning for the Boston Foundation. She spoke on “Tax Benefits of Charitable Trusts” to the Boston Security Analysts Society on May 13. Why now? Because […]

"The Client Relationship Autopsy"

You’ve probably lost at least one client. But rather than chalk it up as inevitable, try to learn why your client left you. “The Client Relationship Autopsy” proposes a process consisting of: Talking to your team Talking to your client Preparing a report “The process will help you choose wisely when it comes to adding […]