POLL: What do you say when you learn a client has lost a family member?
You’re not alone if you feel uncomfortable responding to news of a death. “Ten Principles for Effective Grief Support,” an article by Amy Florian in The Journal of Financial Planning (February 2011) made me wonder what advice you have for this situation. What do you say when you learn a client has lost a family […]
Guest post: “Blogging: why you want a better bounce rate”
Website bounce rates puzzle me. So I read guest blogger Tom Mangan’s article with interest. It seems as if you should put the most important information up top, where people will see it. Hmm, that sounds similar to good writing, so it’s not surprising that I met Tom through a community of freelance writers. Blogging: […]
Women in investments: Career advice from seasoned pros
Making a career in investment management can challenge both women and men. Here are some tips I’ve heard recently. On bosses, mentors, and sponsors “Having a boss who throws you into the deep end of the pool is a good thing.” Look for sponsors who’ll throw their weight behind you. They’re different from mentors who […]
Reader challenge: New, non-liquid metaphors for money?
Liquid metaphors dominate our discussion of money, said New York Times op-ed columnist David Brooks in “Poetry for Everyday Life,” his April 12 column. For example, said Brooks, “We dip into savings, sponge off friends or skim funds off the top. Even the job title stockbroker derives from the French word brocheur, the tavern worker […]
Reader challenge: Shorten this phrase
“Prosecutors Hope Verdict Will Be a Deterrent to Others,” says the headline about Raj Rajaratnam’s conviction in this morning’s print edition of The New York Times. What grabbed me about the headline is how easily I could shorten it. I know what I’d do, but what about you? Please post your answer below.