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. […]
Avoid these mistakes when you evaluate single-manager hedge funds
If you focus only on investment essentials such as philosophy, process, performance, and people when evaluating single-manager hedge funds, you could miss out on some key information. Some of the other questions you should consider, according to “Selecting Single-Manager Hedge Funds for Private Client Advisers” by Richard Boutland, include: For a non-U.S. fund, who is […]
Make your clients smile, while you stay safe from lawyers
Making a client smile can bring your meeting one step closer to a successful result. So, consider licensing a cartoon about the economy or stock market. It’s easy to find them by searching CartoonBank.com, a collection from the New Yorker. Could you use the cartoon described by the following caption? “I got out of tulips […]