How Merrill Lynch and US Trust stay relevant to clients, according to Justine Metz
Bank of America’s business units, Merrill Lynch and US Trust, needed to rebuild their reputations following the financial crisis. Justine Metz, marketing and sales support executive for global wealth management & investment at Bank of America, outlined the business units’ approach in her September 18 presentation to the Financial Communications Society (FCS) in Boston. Metz […]
Reader challenge: Your favorite tool for investment commentary?
Investment commentary is a key component of client communications for many asset managers and financial advisors. Having the right tools can make your life easier, so let’s share information about them. Share your favorite tool below What’s YOUR favorite tool for creating commentary? Please share your top choice in the comments section below. Any kind […]
Monetary policy in plain English–Can you do better?
Monetary policy. If you’re a financial advisor or investment manager, you know exactly what that means. But what about your clients and other readers of your communications? Do they get it? Sometimes it’s useful to give a brief explanation of technical terms, as I described in “How to make one quarterly letter fit clients at […]
4 tips for reading your audience at conferences
When I prepared to speak at a Financial Planning Association national conference, the following quote caught my eye: You don’t have good or bad audiences. You have audiences you read or you fail to read. -Richard Hall, Brilliant presentations: What the best presenters know, say and do This made me think about how to read […]
Market commentary with wit and wisdom
Can you recommend sources of market commentary with wit and wisdom? This request from a reader inspired me to ask my social media colleagues for suggestions. Personally, I enjoy Off the Charts by Floyd Norris in The New York Times. If you’re a longtime reader of this blog, this may not surprise you. I’ve written several […]