As a marketing guy, we’re usually trying to make an emotional connection. The common wisdom about investing, of course, is that one should leave their emotions at the door. And although we often see evidence Read more…
As we think about marketing opportunities in the investor world, this is a pretty big – and largely overlooked – one: http://cnb.cx/2j02a5p Take aways: $30 trillion in the next 3 or 4 decades will be passed from Read more…
Great article on the shifting gender tides in wealth management, and the industry’s struggle to keep up: http://bit.ly/10g3IbV women need more education and validation than men to make financial decisions women can easily detect whether an advisor Read more…
As the liberal-vs-conservative politcal divide continues to widen, Fortune’s Allen Sloan has a great little article on the circular debates around our America’s biggest fiscal challenges. Reminds me of Jonathon Haidt’s sage TED Talk about Read more…
Carl Richards is someone I admire – someone who has brought wise behavioural coaching to individual investors under the guise of money management. His latest article in the New York Times belittles technical indicators a Read more…
Ok, there’s no problem with fee-for-service advisors. It’s kind of noble, a journeyman’s approach to the business. And it’s the right fit… for a minority of clients. The real issue is that there is a Read more…
It seems to me that the corporate use of social media – with some fantastic viral exceptions – has set itself up for a disappointing implosion. What began as a low-cost, low-effort, humanized way to Read more…
Dan Pink’s latest book – to Sell is Human – has a chapter on the elevator pitch, and particularly on 6 new and emerging forms of it. Which would actually work for retail investing clients Read more…
Horrifying – if predictable – evidence for many of us… wine ‘experts’ aren’t worth much: http://bit.ly/13HYoMF I’m pretty sure Nassim Nicholas Taleb suggests in the Black Swan that stock-picking portfolio managers are among the careers where Read more…
Another surface-level article on a very deep topic - gender in investor psychology:http://bit.ly/XPA45H While surely an oversimplification, marketers should still be mindful of the gender gap: "Men measure success in terms of beating a benchmark o...