Opposing financial services’ social media paralysis at #NICSAGMM
“Lawyers never get in trouble for saying ‘no’ to marketing.” I learned this from one of my favorite corporate bosses. So I hastily scribbled a tweet when Rajib Chanda of Ropes & Gray made the following statement on the “Social Media in the Workplace” panel at NICSA’s General Membership Meeting on October 6. Chanda made […]
Your favorite books for writers
My post on “My five favorite reference books for writers” sparked many suggestions for additional useful resources for writers. Suggestions arrived via my blog, social media, and email. I am grateful for every suggestion. For example, Julie Fordyce said, “In your reference book section, I’d add the New York Times Style Guide, Fowler’s Modern English […]
OppenheimerFunds on the separation of mutual fund marketing and sales
Differentiation is a big challenge for mutual funds companies. Part of how OppenheimerFunds tackles this is through the separation of marketing and sales, said Marty Willis, chief marketing officer. She spoke on a mutual fund distribution panel at NICSA’s General Membership Meeting in Boston on Oct. 6. Creativity, not just sales support When sales and […]
Citi on financial services’ biggest potential social media mistake
“Where are financial services companies most likely to go wrong in their use of social media?” This is the question I asked of the panelists on “Social Media in the Workplace” at NICSA’s General Membership Meeting in Boston on October 6. Surprising answer from Citi’s Butcher I liked the answer given by Paul Butcher, director […]
White papers: Great training for your ghost blogger
Busy financial advisors may seek ghost bloggers to write blog posts for them. As a ghost blogger for a registered investment advisor, I’ve stumbled on a great way for you to train your ghost blogger: Hire the writer to craft a white paper before she or he starts ghost-blogging. Advantage: White paper immerses writer in […]