"Cut Out the Doom and Gloom Talk"

“In tough times, words matter. Leaders must choose them carefully,” says John Baldoni in “Cut Out the Doom and Gloom Talk.” Baldoni’s trying to get leaders to stop using terms such as “financial Armageddon.” I don’t think that Armageddon talk is much of an issue for financial advisors. Advisors are trying to calm clients, not […]

Test your business spelling skills

“The 25 Most Commonly Misspelled Words” is an interactive quiz. Test your spelling skill today!  

"Op-Ed Guidelines for The Wall Street Journal"

The Wall Street Journal is a great place for you to get noticed. Getting your opinion piece published on the op-ed page carries cachet. Plus, it’ll make a great reprint to share with clients and prospects. Check out “Op-Ed Guidelines for The Wall Street Journal.” Your essay should run 600 to 1200 words and be […]

Funds using alternative investment strategies gain steam

Alternative investments that are less correlated to major market indexes are gathering momentum in the advisor community. Two trends are fueling the movement. First, the sharp market declines since September 2008 have boosted the attraction of strategies that don’t dive along with stock market. “This year, people are looking to dial down risk in their […]

"How to send a personal email" by Seth Godin

“How to send a personal email” by Seth Godin gives some excellent suggestions about how to avoid being perceived as a spammer. But there are no easy answers. Basically his 14 points boil down to taking the time to make your email short, clear, personal, and relevant to the recipient.  I found Godin’s blog post […]