Who’s hiring CFA charterholders…and other job search tips
Who’s hiring? Evergreen Investments and Leerink Swann are among those hiring, according to their representatives on a panel called “Talent Search Professionals Uncensored” at “Investing in Your Career,” a CFA Institute program held in Boston on September 23. Some firms will always hire in down- as well as up-markets, said Bob Gorog, a partner with […]
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 […]