Is a global infrastructure fund right for your clients’ portfolios?
With their high returns and low correlations to other major indices over the past five years, investments in global infrastructure-toll roads, airports, utilities and the like-are attracting attention from financial advisors and new products from fund providers. But will such impressive performance continue? And, if you buy the case for this kind of investing, how […]
Do NOT hire me to ghostwrite your blog posts
I’m a professional writer who spends much of her time ghostwriting for financial professionals. But today I’m advising you against hiring me to ghostwrite your blog posts. Top Blog Mistake #4 is “ghostwriting blog posts,” according to “GM Blog Manager Shares Top 10 Blog Mistakes and How to Avoid Them,” a MarketingSherpa interview with the […]
Resources to help you cut through investment jargon
Jargon is a barrier to your effective communication with clients. But sometimes it’s hard for you to think of a replacement for a term like “secular” that’s convenient shorthand for communication among investment professionals. Google definitions can help You can always do a Google search to define terms that may derail your client. For example, […]
"Personal Branding for the Business Professional"
Your personal branding can help you find a job, new clients or a promotion. But developing a personal brand has become much more complicated in the age of social networking. Check out the free e-book on personal branding offered by Chris Brogan for a nice combination of traditional and new techniques for personal branding. I’m […]
Webcast: "What to Say to Clients Now"
Investment News is running a webcast on “What to Say to Clients Now” on September 23. Check it out, if you’d like to hear how others are talking to their clients about the craziness on Wall Street. _________________Susan B. Weiner, CFA Check out my website at www.InvestmentWriting.com or sign up for my free monthly e-newsletter. […]