“CFA credential implies a standard of care not always upheld,” says Forbes opinion piece
Edward Siedle questions the integrity of some CFA charterholders in “Investors Misled By Brokers Masquerading As Fiduciaries: CFA credential implies a standard of care not always upheld,“ an August 9 “Expert View” on Forbes.com. Siedle is a former SEC attorney and the president of Benchmark Financial Services. While I think Siedle overstates his case, he […]
A top technique of financial advisors who blog successfully
Financial advisors, don’t post it and forget it. If the only thing you do with your blog posts is upload them to your blog, you limit your audience. Instead, recycle your content and make it available in other formats that your target market enjoys. Recycling is a powerful technique that helps financial advisors’ ROI on […]
Introverts, steal this idea for your next conference!
Conferences can be shy financial advisors’ worst nightmares. You spend so much time among so many strangers. You feel intimidated if many attendees seem to know one another. As an introvert, I feel your pain. My shyness inspired an idea that may help outgoing as well as shy financial professionals. Create a provocative badge. “If […]
Poll: Should you make investment predictions that can backfire?
The investment strategies of Bill Gross, founder and co-chief investment officer of PIMCO, influence the asset allocations of investment professionals around the world. Should he also influence your approach to your market commentary? “Vigilante on the move,” a profile of PIMCO that appeared in The Economist, got me thinking with the following paragraph. “Some colleagues […]
Financial ad in plain English: Another one from BNY Mellon
Financial ads that speak plain English are unusual, so I was delighted to find another example from BNY Mellon in the July/August issue of the CFA Institute’s magazine. This ad does an even better job than the ad I discussed in “BNY Mellon: I liked your ‘truth ad’ until you used that word.” Here’s the […]