Top four email mistakes to avoid when you have a referral
You’ve probably used a referral to ask a stranger for an informational interview or a chance to talk about your business. If you make your initial contact by email, please avoid the following common mistakes: Burying the name of your mutual acquaintance in the body of your email Not making it clear immediately what you’re […]
Hear Roger Ibbotson on asset allocation for free on May 27, thanks to CFA Institute
Roger Ibbotson will speak about “The Importance of Asset Allocation” in a live audio webcast on May 27 at 1:00 p.m. EDT. You can register on the CFA Institute’s website. This event is free, even to non-members of the CFA Institute. If you read “Roger Ibbotson attacks asset allocation ‘folklore,’ ” you know I think […]
Morgan Creek Capital’s Yusko riles up Tweeters with comments on investment fees
Mark Yusko, CEO and chief investment officer of Morgan Creek Capital, got off easy when he spoke to the annual meeting of the Financial Planning Association of Massachusetts (FPAMA) last week. Nobody at the FPAMA questioned Yusko’s opinions about investment management fees. But plenty of my Twitter followers took issue with Yusko. Still, nobody’s saying […]
Timely, creative financial ad from Northwestern Mutual
Somebody was on the ball in Northwestern Mutual’s marketing department or ad agency. I like their new ad, which I spotted in yesterday’s Wall Street Journal. You can view the complete ad on Northwestern’s website. I like this ad because it * Plays off a timely topic as well as people’s emotions * Is written […]
How to improve your financial planning client relationships
You can improve your relationships with financial planning clients by encouraging them to communicate honestly with you from the very beginning. This is the main lesson I took away from Shari Harley‘s presentation on “How to Say Anything to Anyone: Paving the Way to Powerful Working Relationships” to the annual conference of the Financial Planning […]