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 […]
Email vs. call vs. meeting with clients
Should you email clients or use some other form of communication? In my opinion, it depends on client preferences, the nature of your communications, your strengths as a communicator, and your schedule. My thanks go to @Tbmanning who raised this issue in response to my question about email challenges for advisors. Ask for client preferences […]
How advisor Rick Kahler uses an editor
As a financial advisor or investment professional, writing is not your focus. However, you can boost the reach and effectiveness of your writing with savvy use of an editor. I’m delighted that Rick Kahler of Kahler Financial was willing to discuss with me his experience with Kathleen Fox, the editor who helps with his books […]
Momentum Tricks for Bloggers
Everyone struggles to keep up with their blogging. It’s not only a problem for financial advisors, investment professionals, and the folks who support them. Writers grapple with this problem, too. Below my friend Laura Laing shares some of her tricks for keeping her momentum going, including picking themes in advance, working on her blog on […]