Practical analysis for investment professionals

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Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

Social Selling: Building Relationships with the Clients of the Future

Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.

The Right Stuff: Moving from “Post Fear” to the Podium

More work needs to be done to close the gender gap across many industries. Raising awareness is one step along this path. On the eve of International Women's Day, Lauren Foster curates career resources to help you progress from "post fear" to the podium.

Five Tips to Improve Your LinkedIn Profile

Two of the most common problems with LinkedIn profiles are that they are either skeletal or generic. Julia VanDeren shares some advice from Ross Macpherson, president of the executive resume writing and career marketing company Career Quest, on how to invigorate your LinkedIn presence.

Mastering Social Media for Wealth Management Pros

Advisers who “go social” have an edge in business. A wealth management veteran shares the story of his social media conversion and offers tips on how advisers can build their own personal brand online.

Basic Adviser Strategies for Social Media: Carving out a Niche

According to Michael Kitces of Pinnacle Advisory Group, “social media” is just a new term for the basic networking activities that financial advisers have been using for their entire careers.



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