Client Newsletters are an important form of communication. They allow you to talk to your entire client base at once. This mass communication format will save you hours of one-on-one phone calls to answer the same questions that can easily be illustrated in a newsletter. Accompany this with a monthly or quarterly conference call and […]
If you watch only one movie this year, make sure you buy and watch Inside Job. Understand the cause of the 2008 market meltdown. Who was involved and why it will happen again. The interviews and charts alone are worth the DVD. But more important for your future is what has not changed and why […]
Ever wished you could understand your clients’ fears regarding the markets and their investments? The book The Science of Fear helps you understand the root of fear and will prepare you to better manage your own concerns and your clients’ fears as the markets volatility makes remaining calm difficult. This is a must read for advisors […]
Studies now show that checklists actually improve the quality of deliverable service. What was once the tool of pilots and astronauts is now used by surgeons, hospitals, and money managers to improve there execution and delivery of value. The book Checklist Manifesto details the value of using checklists. This is a great summer read. Highly […]
As I have mentioned in the past you must communicate in bulk for education and handholding. Technology today makes this easy. I recommend Constant Contact as the best way to manage your client and prospect emails. The service tracks how many people open, click, and forward your email. This is important to make sure that you […]
Ever wonder why the Harvard and Yale Endowments substantially outperform the markets, advisors, and investors? They use a Counter Intuitive approach to investing. This 2009 book Ivy Portfolio explains the process used by Harvard and Yale. To learn how to apply similar Counter Intuitive processes that can easily be used by advisors and their clients […]
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