Tag Archives: industry news

Financial blogger toolkit

A lot of people ask me how to get started blogging their investment ideas. While this isn’t a catchall list, it does begin to bring together the various tools you’ll need to run a great investment blog. Vote on your favorites and add what you use for your financial blog.

Schwab rolls out franchise business, changing rules of the advisory game

[View the story "Schwab goes franchise, changes rules of advisory business" on Storify]

Building an investment business from scratch – with Nancy Butler (podcast)

We’re still jaded with stories of self-made dotcom millionaires making money out of thin air. Building a financial services practice takes sweat, energy and time.  Nancy Butler’s back was against a wall.  She was 31, in the midst of a divorce, with 2 kids when she embarked on building her financial planning businesses. 20 years [...]

Build your practice with social media, technology – with Bruce Johnston (podcast)

Morgan Stanley dropped a bomb this week with an announcement permitting the firm’s brokers to begin testing social media using Twitter and LinkedIn for communication and business building purposes. We’re joined by Bruce Johnston, CEO of DBJ Associates and Advisolocity. He’s got 30 years of experience helping financial businesses adopt next-generation marketing and technologies to [...]

After Morgan Stanley’s decision to let brokers in to Facebook, game is on

[View the story "Brokers test social media" on Storify]

A book is no longer a book: opportunity for investment professionals

Get ready to make lots of money. In Get your Investment Book Published, I wrote that business book publishers and their industry has gotten extremely aggressive about publishing new authors and new titles.  I have at least 5 friends with new book contracts in hand and another 10 working on proposals to get their ideas [...]

Zack on Abnormal Returns TV

Tadas at Abnormal Returns had me on last week for a conversation about all the crazy things I do. From my book, Tradestreaming, to the ebook I published to help financial people get books published, to my free download on how to grow a financial services business like Ken Fisher did. We talked a lot [...]

Marketing a financial services practice is all about mind games

Behavioral science is helping us make better investment decisions.  It’s also really useful for attracting new clients. AdvisorInsider, a subscription email list for investment professionals serious about simplifying their marketing and using current media tools to grow their businesses. AdvisorInsider growing investment businesses with tips, tech, and tools Mind games. One of my football heroes [...]

FREE WEBINAR: Learn how to follow hedge funds more effectively

Join us this coming Monday May 9th @ 4pm ET for a free online discussion on the “5 Myths About Cloning Hedge Funds”. We’ve been following hedge fund replication strategies (what I call piggybacking) since the early days of this blog and back to 2009 on NewRules. It’s not only a topic I like to [...]

What Osama bin Laden can teach financial advisors

I woke up in the middle of the night to learn of the demise of terrorist mastermind, Osama bin Laden. What really got me, though, was the fact that he lived in a periphery city in a million dollar mansion — and ostensibly, everyone knew. He lived in a close-knit community in which his neighbors, [...]