News / Blog

  • 21 November 2014 : Insights from the Masters of Finance (No Comments)
    Industry leaders gathered in New York on November 10th for the Annual Meeting of the Securities Industry and Financial Markets Association (SIFMA). Advisors would be interested to know that the [More...]

  • 4 November 2014 : Show me the money: what can you learn from one company’s pitch? (No Comments)
    You may have heard the story. Back in August, the Coolest Cooler, a 60-quart, portable cooler complete with a blender, Bluetooth speaker, built-in USB charger and big wheels, became the [More...]

  • 14 October 2014 : Making your marketing plan work (No Comments)
    You are launching a new fund or ramping up your firm’s marketing.  Some advisors have an abundance of ideas for growing their business, but find it more challenging to translate [More...]

  • 16 September 2014 : Slogans, taglines, mottos. Does your firm need a one? (No Comments)
    Does your firm really need a tagline to sum up its uniqueness or service quality? And in the crowded world of more than 12,000 registered investment advisory firms, is it [More...]

  • 9 September 2014 : Is your online reputation missing in action? (No Comments)
    What does your online reputation say about you and your firm? Your online reputation is the complete footprint an interested party or prospect sees when they type your name in [More...]

  • 26 August 2014 : LinkedIn to Branch Out (No Comments)
    More and more buyers are finding professional service providers on LinkedIn.  Are you there?  Many of us have created a LinkedIn profile because well…everybody else in the working world has [More...]

  • 5 August 2014 : Helpful Hints for Successful Presentations (No Comments)
    Business professionals including investment advisors can win new business while sharing their expertise just by sharpening their speaking skills. To make sure your presentations are both impactful and memorable, follow [More...]

  • 15 July 2014 : Stepping up and stepping in with women investors (No Comments)
    Sallie Krawcheck, former banking and wealth management executive, recently partnered with a fund management company to launch an index fund that invests in the advancement of women. Her theory is [More...]