"Helping Advisors Grow"
Now more than ever, advisors want to grow their businesses while keeping a lid on expenses. For many, this requires thinking more strategically about how they operate. George Tamer, Director, Institutional Sales, at TD AMERITRADE Institutional, oversees a team that works to help registered investment advisors create operational efficiencies by assisting them on workflow processes, […]
Is the efficient market hypothesis dead?
The efficient market hypothesis is taking a lot of heat. It’s getting slammed in opinion pieces such as George Soros’ “The three steps to financial reform” and articles such as Joe Nocera’s “Poking Holes in a Theory on Markets.” What do YOU think? Did the efficient market hypothesis contribute to the current financial crisis? Answer […]
Guest post: Dale Carnegie and Your Clients
This is a guest post from AdvisorBlogger’s Lawain McNeil, which originally appeared on March 11. It’s an excellent reminder that it’s important to treat clients as individuals. In 2009, I made a resolution to re-visit the book How to Win Friends and Influence People by Dale Carnegie. Of course, everyone has heard of this book […]
A new question you should ask reporters
Add a new question to your checklist when you’re interviewed by reporters–or risk an unpleasant surprise in the world of Web 2.0. Ask “Is this just for your personal use?” when a reporter asks to record your telephone interview. As publications add podcasts to their websites, this question increasingly makes sense. It’ll prevent you from […]
If you’re thinking about starting to blog…
… you can learn about the case for blogging and how to integrate it into your schedule. Just watch this YouTube interview with Denise Wakeman of The BlogSquad. The interview was conducted by Michael Stelzner of Writing White Papers. One of Wakeman’s points applies to all of your marketing communications. Think about the problems you […]