When do you need to cite sources?
You don’t always need to say where you obtained the information you use in your writing. But sometimes it’s necessary for your credibility or to keep your firm’s compliance professionals happy. So, when do you need to cite sources in your blog, white paper, or other publication? Common knowledge doesn’t require citing sources If […]
MISTAKE MONDAY for September 27: Can YOU spot what’s wrong?
Can you spot what’s wrong in the image below? Oops! Someone didn’t run a spell checker. Please post your answer as a comment. I post these challenges to raise awareness of the importance of proofreading.
Use LinkedIn to find prospects without being sleazy
“You are a mosquito in a nudist colony of opportunity,” said Kevin Knebl in his on-demand session on “LinkedIn for Huge Sales and Referrals Success!” at the NAPFA Spring Conference in May. He was referring to the opportunities that financial advisors—or anyone—can find using LinkedIn Sales Navigator. LinkedIn Sales Navigator is a paid service that […]
MISTAKE MONDAY for August 30: Can YOU spot what’s wrong?
Can you spot what’s wrong in the image below? Someone must have felt embarrassed after this got out. Please post your answer as a comment. I post these challenges to raise awareness of the importance of proofreading.
Nice analogy about large caps vs. small caps
I like this analogy from “A Rough Ride on the Risk Curve” from The Wall Street Journal: “Because of their deep balance sheets and diversified businesses, large caps can often ride out storms like cruise liners, while small caps are tossed about like sailboats.” A powerful analogy can persuade your audience when dry, rational arguments fail. […]