Financial fiction review: ‘Free to Trade’ by Michael Ridpath

Love financial fiction? So do I. And I review them for you! In this post I’m reviewing… Free to Trade by Michael Ridpath Financial fiction whodunnit in the high-stakes world of junk bonds. OVERVIEW: In Michael Ridpath’s debut novel, ex-Olympic athlete Paul Murray is a junk bond trader in a small but successful firm. When […]

Financial advisor article published at Advisor Websites Blog: Mastering the art of client conversations

I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the Advisor Websites blog. The article explains some conversational tools that financial professionals can use to build and strengthen their client relationships. Check out the article at […]

Financial advisor article published at The Wealth Channel: Mastering the art of client conversations

I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the The Wealth Channel. The article lists a number of tools you can implement in your conversations with clients and prospects. Check out the article at the […]

Accountants: Is your blog putting your website visitors to sleep?

Accountants play a vital role for businesses and individuals who need to make sense of their financial situation. If you’re an accountant, people need your financial guidance and insight. And you need to use online marketing to position yourself as a skilled and competent professional. Unfortunately, when it comes to online marketing, you have a […]

Financial advisor article published at Agent eNews: Are you ready for the toughest questions every financial advisor is asked?

I’m co-writing a series of articles for financial professionals, along with my colleague Rosemary Smyth, an international coach to financial advisors. One of our articles was posted at the Agent eNews site. The article the types of questions that financial advisors will most likely face and it provides them with tools to handle those questions […]