If you enjoyed “Investment Writing Top Tips 2013”
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Shortmail.com: Inspiration, but poor choice for advisors
Financial advisors can learn something useful from Shortmail.com, a service that lets people refuse to receive emails more than 500 words in length. The lesson? Keep your emails short because that’s what your recipients prefer. Here’s an exercise you may find useful: copy-paste all of your outgoing emails for one day into a word […]
Reader challenge: How would YOU answer this challenge to client trust?
Ways to grow and retain your clients’ trust were the focus of Richard L. Peterson’s presentation to the CFA Institute’s Wealth Management conference on March 22, 2013. One of the methods he mentioned was “writing or forwarding articles for clients’ benefit,” which his firm’s research found was also associated with higher rates of business growth. […]
CFA Institute Wealth Management Conference 2013 notes
This is my report on information that caught my attention at the CFA Institute Wealth Management Conference. You can also read my post on Scott Welch’s presentation about client reporting or participate in the conversation about how to help clients deal with market volatility. The Hunt for Yield, the Municipal Bond Market, and Crossover Buyers–Cate […]
Speak your clients’ language in reports, urges Fortigent’s Welch
Wealth managers’ performance reporting is “shockingly bad,” said Scott Welch, Fortigent’s chief investment officer in “Talk Your Walk: Client Reporting in a Goals-Based Framework,” his March 21, 2013, presentation to the CFA Institute’s Wealth Management Conference. Reporting is more important than you think Welch cited statistics showing that reporting is important for both high net […]