Some ammo for job-hunting — and client-seeking — CFA charterholders
Employers–and potential investment management clients–don’t understand why they should hire a CFA charterholder instead of a non-charterholder. That’s the lament of some job-hunting and client-seeking colleagues of mine in the Boston Security Analysts Society. “Fund managers with CFAs take fewer risks than those with MBAs, study says,” an article by Ian McGugan in Canada’s The […]
"You" can help your job hunting "thank you"
Which “thank you” are you more likely to read? The note that opens with 1) “Thank you for meeting with me” or 2) “Your company’s disciplined approach to…”? Number 1 makes me yawn. “Another lame thank you note,” I say to myself, although I’m impressed the writer bothered to write when so many people don’t. […]
Moldy websites hurt your SEO, but blogging can help
Your website needs regular infusions of fresh content to help potential clients find you. That’s one of the lessons I took away from “Things that can hurt your website’s ranking” in The Boston Globe on Jan. 24. The author advised against “Building your website but letting it molder for months without updates,” if you’d like […]
Five-Week Writing Teleclass for Financial Advisors: "How to Write Blog Posts People Will Read"
Blogging has become a “must” for many independent and fee-only financial advisors. It’s a great way to connect with current and potential clients. Blogging also helps drive traffic to your website and cement your reputation as a leader in your field. But many advisors struggle to crank out a steady flow of compelling blog posts. […]
"Stiglitz: U.S. Economy Will Falter without More Stimulus" in Advisor Perspectives
The U.S. government has botched its handling of the economy, according to Nobel Prize-winning economist Joseph Stiglitz. He explained how the U.S. created the global recession – and how we can get out of it – in a public presentation on his new book, Freefall: America, Free Markets, and the Sinking of the World Economy, […]