Mind mapping technology for financial advisors
Technology can boost your effectiveness when you use mind mapping with your clients. Using a digital pen in client meetings will spare you the inefficiencies of an old-fashioned pen or pencil as well as the awkwardness of struggling with complex mapping software in front of your client. After the meeting, using software to make your […]
“Just do it” – LinkedIn status updates
I know many investment professionals who feel skittish about dipping their toes into social media. To them, I parrot Nike’s line: “Just do it.” LinkedIn is a great place to start. Try this experiment. Post a LinkedIn status update once a week for a month. See if you get any responses. Start by writing status […]
Unlock your presentation with the power of intention
If you sometimes struggle with creating presentations, you can overcome obstacles with the power of intention exercise I learned from my friend Elizabeth Clearwater of Santa Fe, N.M. One time, when I felt overwhelmed by starting to design a customized writing workshop for investment analysts, Elizabeth suggested I work through the process that I describe […]
Whiteboard video: If you want to add some visual interest
A video that only shows you speaking about a financial topic can get boring. This is why I suggest you add some visual elements. One way to boost your visual appeal to use a whiteboard, as Paddy Hirsch does. I discovered his video through a tweet by Cathy Curtis of Curtis Financial. Hirsch is senior […]
Northern Trust’s plain English ad
I like this plain English ad from Northern Trust, which I found in The Wall Street Journal on August 23, 2011, on p. B1. What about you? What about this ad appeals to you?