where investment businesses grow
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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 [...]
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I’ve always looked up to Ken Fisher. Fisher has written a few essential investment books. He’s appears regularly on financial TV and investment mags. He’s also a billionaire (which helps the panache). But more than that, I’m impressed by how he grew his firm using cutting-edge marketing techniques. One of the largest investment advisors in [...]
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Giving thanks Sometimes you just have to give thanks. When you use something, it’s good practice to give credit to those behind the product’s creation. I’ve been giving a successful seminar locally for about 1 1/2 years. It’s very user-friendly in the sense that the topics we discuss are driven by the participants. We’ve learned [...]
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Institutional investors have powerful tools at their disposal to screen through reams of data. Part of the institutional investment process entails screening through thousands of securities looking for a needle in a haystack — stocks that fit certain investment criteria. From thousands of stocks, analysts can filter through a couple of hundred that fit these [...]
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