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NICSA General Membership Meeting in tweets and posts–#NICSAGMM
The NICSA General Membership Meeting on October 6 addressed challenges facing investment managers and their service providers. Compared to other industry conferences, it emphasizes the “back office” functions that support investment professionals. In this post I present some of what caught my attention at the conference–mostly information about regulation and marketing. The short statements are […]
How do you spell euro + zone?
Europe’s problems sometimes dominated economic and market news. They’ve also inspired me to investigate different ways of spelling and punctuating the combination of euro + zone. First, let me point out that you should not capitalize the initial letter of “euro” unless it’s in a context where you’d also capitalize “dollar.” For example, in an […]
Quote for writers by Maxwell Perkins
“Just get it down on paper, and then we’ll see what to do with it.” –Maxwell Perkins
The 10-postcard approach to financial advisor marketing
If you receive 10 postcards from productivity expert Jason Womack, it means you’re on his “most wanted” list of prospective clients. This seems like a strategy that financial advisors could adopt. For 10 consecutive weeks after meeting a hot prospect, Womack sends a postcard to the prospect, as I learned in a video clip from […]