Social media lessons from my last singles dance

The last singles dance I attended taught me a lesson that has served me well with social media. The lesson? Don’t always trust your gut reaction. The cute man whom I glimpsed across the dance floor at Boston’s Parker House Hotel looked way too young for me, so I mentally crossed him off my list. […]

Fun with Strunk and White: Grammar rap video

This grammar rap video on Strunk and White’s Elements of Style cracked me up, so I’m sharing it with you. I discovered this on Grammar Girl’s website. Please note that Grammar Girl says you CAN split infinitives, despite what the video says. The Elements of Style from Jake Heller on Vimeo.

Community of people

How to manage a group blog: Financial advisor edition

I imagine a group blog run by financial advisors would face several challenges in producing interesting, high quality blog posts on a regular schedule. These include the following: Coming up with mutually agreeable topics for blog posts Setting a schedule for publishing blog posts Getting posts written, edited, and approved I have ideas about how […]

Guest bloggers: 2011 in review

I’m thankful for the knowledgeable and talented professionals who have contributed guest posts to my blog this year. Here’s a list of guest posts sorted by topic, including client communications, marketing, social media, and writing. Client communications Math and the Gender Gap: Does it affect financial planning? by Laura Laing Why use a mind map […]

If a “nobody” wrote Jeremy Grantham’s quarterly letter…

Jeremy Grantham of GMO is a thinker whose words command attention. Financial professionals will read his quarterly investment letters regardless of how well they’re written. But if an unknown strategist delivered the same content, she or he would not benefit from the same indulgence. In fact, few people might have advanced beyond the initial paragraph […]