Maurice Sendak, author of Where The Wild Things Are, passed away last Tuesday. He was 83 years old.. Maurice frequently delivered dead-honest, thoughtful remarks in interviews, appearing on NPR’s Fresh Air, The Atlantic, and The Colbert Report, and was equally famous for his curmudgeonly profanity as his essential profundity. Here are a few things that [...]

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DJ
Posted by
May 10, 2012
Find more posts like this in: Did you know ..., Opinion

I’ve written blogging guides just like this one, and I have to admit, the folks at Divvy did a nice job with this infographic. I really enjoy how they’ve designed the infographic as an actual checklist, something you might print out and use–nice call to action. Divvy HQ, by the way, is a spreadsheet-free editorial [...]

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DJ
Posted by
May 8, 2012
Find more posts like this in: Scalable Advisor

The Psychology of Money We know that emotions are, often subconsciously, heavily weighed in financial decision-making. The fact that behavioral economics is an actual course of study proves this fact, although I doubt it needs vetting. I think it also becomes quite apparent to professionals who are steeped in money-talk–like financial advisors–how money is situated [...]

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DJ
Posted by
May 2, 2012
Find more posts like this in: #AdvisorHacks & #FinSci

What’s in a certification, really? Credentials are important, and not just in finance. This is no surprise. But we also know that there are a lot of bad, if not downright crooked finance people out there masquerading behind their three-letter designations. Whether they’re selling a financial product to a client when it’s clearly not in [...]

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DJ
Posted by
April 30, 2012
Find more posts like this in: Did you know ..., Uncategorized

The Interplay Between Audience and Channel You’ve got to get outside of yourself, your business, and your industry, and into the minds of your audience in order to be as effective as possible on social media. Understanding the types of content that your audience relates to is going to take some trial and error, but [...]

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DJ
Posted by
April 26, 2012
Find more posts like this in: Scalable Advisor, Uncategorized

If I told you that you can train your brain to be quicker, sharper, more insightful would you be interested? We’ve talked about how good listening skills can make you a better advisor, but strengthening your brain is a skill that is a bit harder to pinpoint. By learning about working memory, being conscious of [...]

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DJ
Posted by
April 23, 2012
Find more posts like this in: Uncategorized

Images give your blog interest and personality. And let’s be honest, finance blogs don’t score very well on the Interesting Blog Scale. We humble finance bloggers need to step up our photo-game. Can we all agree to never use stock photography? Seriously. It’s awful. No road signs pointing to ambiguous destinations. No close-ups of handshakes. [...]

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DJ
Posted by
April 19, 2012
Find more posts like this in: #AdvisorHacks & #FinSci

We’re always preaching the efficiency of digital, but what have we lost in our abandonment of analog? What can we learn from the advisors who carried briefcases, not iPads–back when Starbucks was just a coffee shop in Seattle? This post was inspired by The Atlantic’s excellent feature this week, Is Facebook Making Us Lonely?, that raises [...]

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DJ
Posted by
April 17, 2012
Find more posts like this in: Opinion

Examining client tradeoffs through Facebook’s acquisition of Instagram Debrief Facebook acquires the extremely popular Instagram app for one billion dollars (side note: Instagram employees are worth $77 million a piece). Last week, Instagram released their much-awaited Android app, opening it’s user base to hundreds of millions more users. Last year, Instagram was ranked number 1 [...]

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DJ
Posted by
April 11, 2012
Find more posts like this in: Opinion, Uncategorized

Advisors now that you’ve gotten your social media routine down. It’s time to train your employees. Who knows your product better than you? Your employees. Does your employee fall into the category of the digital native or the digital newbie? This infographic will help you train your employees to handle social media according to their [...]

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yvonne
Posted by
March 29, 2012
Find more posts like this in: Uncategorized