Tag Archives: collateral damage

A Special Place for Spammers

I've been waiting for a good case study to illustrate what I've been saying about spam filtering over the last several months.

Read More »

Straight Talk on Compensation

The Times' reporter said to "Check the legitimacy of planners’ credentials, and ask them to sign a fiduciary oath, promising to act in your best interests at all times. And read every word of every account statement. If you see something, say something. You should never be confused by jargon, strange numbers or anything else on your statements."

Read More »

Compassion Fatigue

As a ghostwriter with financial services clients, I stay abreast of developments in their professional publications. Ran across an article in Investment News on consumer-focused financial planners' mental health challenges during this Great Recession.

Read More »

Field Organizations Run Amok

I've been on both sides of this equation. Working for the parent organization that owns the brand, I know everyone in the field thinks they're a marketing genius and corporate/home office is just there to get in the way. Working for the field organization I know how long it can take corporate know-it-alls to get out of their never-ending meetings and get something done (for a change)!

Read More »