Abnormal Returns

NOVEMBER 17, 2023

newsletter.abnormalreturns.com) Mixed media Three insights from Morgan Housel's "Same as Ever: Timeless Lessons on Risk, Opportunity and Living a Good Life." newyorker.com) Mixed media People have stopped checking their mailboxes. Then check out our weekly e-mail newsletter. wsj.com) How people get their news today.

Financial Advising 239

Financial Advising Startup Media Communication 239

Abnormal Returns

FEBRUARY 27, 2024

Markets Communications and health care are leading the U.S. newsletter.abnormalreturns.com) Mixed media Ted Gioia, "In an overly digitized world, people embrace with intensity the few remaining ritualistic activities available to them." market in 2024. biopharmadive.com) Strategy What happens when you invest right before a bear market?

Advertising 256

Advertising Financial Advising Communication Economy 256

Abnormal Returns

JANUARY 18, 2024

newyorker.com) Scientists are using AI to try and decipher how animals communicate. chicagomag.com) Group chats are the new social media. (bloomberg.com) In praise of experimentation. notboring.co) AI What the history of copyright tells us about the future of AI. ig.ft.com) Environment The case for nuclear energy. nytimes.com)

Food 215

Food Communication Media 215

Abnormal Returns

NOVEMBER 16, 2023

newsletter.abnormalreturns.com) Mixed media Apple ($AAPL) is planning to adopt the RCS (Rich Communication Services) messaging standard. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. nytimes.com) Swifties use a LOT of mobile data.

Asset Allocation 246

Asset Allocation Financial Advising Insurance Communication 246

Clever Girl Finance

DECEMBER 14, 2022

It can seem like the whole world is on social media these days. Whether you are starting a business , hoping to become an influencer , or just posting videos for fun, it seems that a lot of people have at least one social media account if not more. However, it's important to understand how to use social media wisely.

Media 52

Media Accounting Numbers Management 52

Abnormal Returns

OCTOBER 16, 2023

newsletter.abnormalreturns.com) Mixed media Om Malik, "As social media platforms increasingly shift from human interactions to algorithms, it’s no surprise that we all feel overwhelmed by internet noise." Then check out our weekly e-mail newsletter.

Financial Advising 222

Financial Advising Media Communication Banking 222

Abnormal Returns

JULY 18, 2023

honest-broker.com) Prior social media companies were built on the fly. axios.com) Space Viasat's new $700 million communications satellite is likely a full write-off. newsletter.abnormalreturns.com) Mixed media Later afternoon has become a bit of a dead zone in the hybrid work era. The rest is simply an execution problem."

Financial Advising 233

Financial Advising Media Financial Advisor Communication 233

Abnormal Returns

MARCH 14, 2023

ft.com) Social media will change any future financial crisis. ft.com) SVB failed in its communication strategy. newsletter.abnormalreturns.com) Mixed media People really mean it these days when they say 'no gifts.' (theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. vox.com)

Startup 203

Startup Financial Guidance Financial Advising Media 203

Advisor Perspectives

OCTOBER 23, 2023

The communications sector has been one of the best-performing sectors of the year, benefiting from both the tech boost and in certain areas, from consumer spending on services versus goods.

Media 52

Media Communication 52

Abnormal Returns

FEBRUARY 9, 2023

newcomer.co) Startups often fail to prioritize the communication function. newsletter.abnormalreturns.com) Mixed media It's okay to not be great at something right off the bat. (ft.com) The people who are up in arms about stock buybacks don't understand finance. etf.com) Throttling ESG, puts relevant company disclosures at risk.

Financial Advising 223

Financial Advising Startup Communication Economy 223

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 198

Portfolio Clients Financial Planning Communication 198

Abnormal Returns

MAY 19, 2023

newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. wsj.com) How ChatGPT could be used in health care settings. theatlantic.com)

Financial Advising 130

Financial Advising Advertising Communication Media 130

Abnormal Returns

MARCH 23, 2023

cnbc.com) The banking crisis highlights the importance of good, clear communication. newsletter.abnormalreturns.com) Mixed media Where the Roy family stands going into Season 4 of 'Succession.' (theatlantic.com) Charles Schwab ($SCHW) is now the 10th largest bank in the U.S. Then check out our weekly e-mail newsletter.

Financial Advising 180

Financial Advising Startup Banking Communication 180

Abnormal Returns

FEBRUARY 8, 2023

They now also have to be good at communicating. newsletter.abnormalreturns.com) Mixed media Why do modern pop songs have so many credited songwriters? (sixcolors.com) Four big macro risks for Apple ($AAPL). macworld.com) Economy James Surowiecki, "Fed chairs don’t just have to be good at making policy.

Financial Advising 199

Financial Advising Advertising Communication Economy 199

Nerd's Eye View

SEPTEMBER 5, 2023

What's unique about Olivia, though, is how she started out as a ghostwriter creating content for financial advisors and their blogs, but saw first-hand that great content alone doesn't generate prospects if there isn't more of a marketing system around it… so she expanded her firm to begin offering a full suite of outsourced marketing services (..)

Financial Advisor 190

Financial Advisor Marketing Marketing Media 190

Trade Brains

NOVEMBER 23, 2023

Whether it’s for work, social media, googling ‘Trade Brains’, WhatsApp calls, or even while reading this article, having an internet connection is a must. Its subsidiary, Tata Communications, controls about 30% of the world’s internet routes. We live in a world where an hour without internet feels like an eternity! of the world’s GDP.

Communication 59

Communication Media Engineering Portfolio 59

Abnormal Returns

MAY 10, 2023

newsletter.abnormalreturns.com) Mixed media Startups are hiring laid off workers from Big Tech. wsj.com) Microsoft 365 users spend most of their communicating. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. axios.com)

Financial Advising 130

Financial Advising Startup Communication Media 130

Abnormal Returns

MARCH 12, 2023

newsletter.abnormalreturns.com) Mixed media Why some office buildings are not great candidates for conversion to apartments. nytimes.com) Offices were built to facilitate communication. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 236

Financial Advising Startup Banking Economy 236

Nerd's Eye View

SEPTEMBER 21, 2023

In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the importance for advisors to advertise their expertise, and whether focusing on providing exceptional work can be enough to attract and acquire clients to sustain a healthy and remunerative business.

Advertising 216

Advertising Clients Financial Advisor Communication 216

Million Dollar Round Table (MDRT)

MARCH 23, 2023

Times have changed, though, and the way we communicate has expanded in ways we couldn’t have imagined in our lifetimes. Today, instead of picking up the phone to make a call, many of us pick up the phone to communicate via email, text messages, cross-platform messaging services (such as WhatsApp) and social media.

Communication 78

Communication Media 78

Abnormal Returns

DECEMBER 9, 2023

scientificamerican.com) How to use lasers to communicate in space. newsletter.abnormalreturns.com) Mixed media Tipping is everywhere, even where it shouldn't be. (theconversation.com) The case for swapping stones for concrete. theatlantic.com) Santa Catalina island is overrun with deer. Then check out our weekly e-mail newsletter.

Medicine 239

Medicine Food Manufacturing Financial Advising 239

Million Dollar Round Table (MDRT)

NOVEMBER 6, 2023

A personal brand allows you to consistently communicate what makes you different from your competitors. When your personal brand is strong, it is also much easier for others to refer you, especially when there are multiple articles, videos and social media sources that showcase your brand.

Clients 83

Clients Financial Advisor Communication Media 83

Abnormal Returns

AUGUST 8, 2022

thediff.co) Startups On the value of bring angels onto your cap table with a background in marketing and communications. newsletter.abnormalreturns.com) Mixed media Would a four-day workweek be good for the environment? (rationalwalk.com) Moderna ($MRNA) has plenty of cash to fund its pipeline. theatlantic.com).

Startup 130

Startup Financial Advising Communication Media 130

The Big Picture

AUGUST 11, 2022

Grid spoke to Russians who study the way the Kremlin and Russia media communicate. . • How Russia Took Over Ukraine’s Internet in Occupied Territories : Occupied Territories ( New York Times ) see also Putin could give a Ukraine victory speech tomorrow. Here’s what it might say.

Government 290

Government Communication Media Management 290

FMG

JANUARY 24, 2024

The disconnect could be that millennials communicate and conduct business differently than the generation before them, so advisors are unwilling or unable to adapt. Millennials have become accustomed to more choices, more ways to communicate, and broader, more personalized service from the brands they choose.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

Nerd's Eye View

MAY 15, 2023

written responses that conform to how humans typically communicate). creating succinct notes from a full client meeting transcript) or drafting social media content to promote content the advisor has already created. For example, ChatGPT’s AI can be thought of as a form of calculator that takes inputs (e.g.,

Financial Advisor 243

Financial Advisor Financial Planning Financial Advice Clients 243

Abnormal Returns

AUGUST 26, 2022

newsletter.abnormalreturns.com) Mixed media Writing is about coming up with new ideas. vice.com) All communication is lossy. (abnormalreturns.com) What you missed in our Thursday linkfest (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Communication Media Economy 130

Nerd's Eye View

APRIL 26, 2023

Third, regulators require RIAs to maintain an extensive set of books and records of the firm's business and advisory practices, including business and financial records (like bank statements and invoices), client-related documents (like written client communications, client agreements, and written information forming the basis of any recommendation (..)

Compliance 235

Compliance Clients Advertising Accounting 235

MarketWatch

FEBRUARY 8, 2023

s social-media service appeared to stop working for many users Wednesday afternoon. TSLAChief Executive Elon Musk purchased the site for $44 billion late last year and laid off thousands of employees, including media-relations personnel who would typically communicate to the public and media when there were problems with the site.

Media 52

Media Communication Marketing Marketing 52

Abnormal Returns

JULY 8, 2023

wired.com) WHO is really bad at communication, the case of aspartame. newsletter.abnormalreturns.com) Mixed media The coming election will be an informational nightmare. theatlantic.com) The world is awash in social media sites. (biopharmadive.com) Oral films as a drug delivery system. marketwatch.com)

Ethics 182

Ethics Pharmaceutical Media Financial Advising 182

FMG

FEBRUARY 20, 2024

Everyone wants to increase the engagement they receive on social media. What matters is that they are engaging with your social media and creating conversations around your business. Now, this leads us to why advisors should use taxes as a talking point to increase engagement on their social media.

Taxes 52

Taxes Media Clients Engineering 52

Advisor Websites

APRIL 21, 2023

Especially as a financial advisor, email is one of the best forms of communication with prospects and existing clients. Email marketing can provide a more personalized marketing approach when compared to social media and PPC marketing. In fact, for every $1 spent, it offers an ROI of $36.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

eMoney Advisor

MARCH 8, 2023

Here are three ways financial professionals can introduce ChatGPT into their marketing and communications processes. ChatGPT for Social Media Many advisors simply don’t have the time to come up with creative social media posts or hashtags to market their services to new customers.

Marketing 84

Marketing Marketing Media Communication 84

FMG

NOVEMBER 1, 2022

From tips on social media engagement to creating customer personas and more, this article is a great way to kick off the month. . The Ultimate Guide to Social Media Engagement via Social Media Today. Success on social media goes beyond simply posting…it’s all about engagement, as well! Click-throughs.

Media 52

Media Communication Clients Financial Advisor 52

Indigo Marketing Agency

OCTOBER 3, 2023

The fact is, whether you’re looking to expand your financial services business or preserve assets for years to come, you need to be able to effectively relate and communicate with the younger generation. In order to win with the next generation, you need to cultivate trust through ongoing communication and support.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 52

Nerd's Eye View

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Risk Tolerance 173

Risk Tolerance Compliance Startup Clients 173

Nerd's Eye View

OCTOBER 6, 2022

Some clients may be internalizing fears arising from what they see and hear in the media. While many advisors want to remain neutral, the recurring conversations about politics can be stressful, especially when the client and advisor have opposing political viewpoints.

Clients 195

Clients Financial Advisor Financial Advice Financial Planning 195