Participants in Brag About Your Blog Day–Financial Advisor Edition
Some great bloggers have participated in Brag About Your Blog Day–Financial Advisor Edition on the Investment Writing Facebook page. In case you don’t visit Facebook, I’m listing them with links to their blogs. Thank you, participants! By the way, if I skipped your blog–or if your link needs updating–please let me know. The next Brag […]
Financial Planning Association of Mass. annual conference in tweets and posts
Here’s some of what you missed at the annual conference of the Financial Planning Association of Massachusetts (#FPAMA), as reflected in my tweets and blog posts. I grouped my tweets by speaker. My comments on the tweets are preceded by an arrow (<–). Blog posts from #FPAMA “The pebble in the shoe: The power […]
Mark Tibergien’s one thing for financial advisors’ business improvement
“What’s the one thing that most people in this room can do to improve their business?” This is the question I asked Mark Tibergien, CEO of Pershing Advisor Solutions, at the annual conference of the Financial Planning Association of Massachusetts on May 20. Tibergien hit four points in his reply describing how financial planners can […]
Reader challenge: Improve this white paper introduction
When your investment white papers’ readers snooze, your company will lose. Here’s the first paragraph of a white paper that would benefit from a makeover. WHAT IS ACTIVE SHARE? Active share is a new measure of active portfolio management. This idea was first introduced by Martijn Cremers and Anti Petajusto, two Yale School of Management […]
White paper questions and resources
Thinking of commissioning a white paper? To ensure an effective white paper, make sure you answer the following questions: Who is my audience? What do I want them to do after they read my white paper? What problem can I solve for them? Why will my readers care about this problem? What are the three […]