Curating, Uncategorized

The Signal: Weekend reading and sharing for financial and business professionals

I review a lot of content each week – articles, presentations, videos, etc. – in an ongoing effort to distill out the signal from the increasingly cacophonous noise.

Each Friday over the past several months, I have been curating a list of the week’s best posts for financial and business professionals and publishing these as The Signal over at

Now, determining what is signal versus what is noise is largely a subjective matter. Every piece that I find relevant and insightful may not strike you as such. Fair enough. But I’m going to wager that at least one or two of the pieces featured in my weekly curated list will hit the mark for you.

See for yourself. Here’s a summary of some of the recent curated posts. Let me know what you find most relevant and shareable.

The Signal – 31 Jan 2014

Positioning as a Bonafide Marketing Strategy
Increasingly, marketing is about attracting an audience and leads to your online presence. Effective positioning is critical to providing new prospects with the social proof they need to feel comfortable doing business with you.

Refining Your Financial Marketing Strategy To Battle The Robo-Advisors
The robo-advisors are coming. Your best defence is a good offense. Focus on being human – the one thing you can do better than any automated investing service.

The Schizophrenic Investor
Investors are of two minds: one is extremely conservative and the other highly speculative. The problem is, we’re never sure which one we’re talking to.

On the matter of why Bitcoin matters
This insightful piece by Glenn Fleishman is a response to Marc Andreessen’s “Why Bitcoin Matters“. If you manage money, you need to understand the rise of crypto-currency.

Confessions of a money addict
Sam Polk on the side effects of snorting money.

The Signal – 24 Jan 2014

Top 10 finance industry blogs and the bloggers they recommend
Great collection of MUST READ sites geared to financial advisors. Make these part of your weekly information discovery routine.

Here’s why women make better hedge fund managers than men
That women are biologically endowed with better money management skills than men is debatable, but the superior hedge fund results are clearly less so.

Why empathy is your most important skill and how to practice it
Survey after survey show that clients value their advisors’ listening skills. Read this.

2014 may be the year in which investing completely changes
70 percent of women change their financial advisor within a year of widowhood. How well do you know your client’s wife?

A gentlemen’s guide to living well
Scott Monty heads up social media for Ford Motor Corp. and he’s curated a great collection of content for the modern gentleman.

The Signal – 17 Jan 2014

Successful networking takes a village
There are 150 contacts that can make or break your business. The goal of any networking you do, whether online or offline, is to find those 150 individuals and nurture the hell out of them.

Defeating the robo-advisors
The Robo-Advisors are coming – and you’re going to need more than just a pulse to defeat them.

Why women don’t take risks with their money
It isn’t because of all the stereotypes you want to believe or that they’re biologically risk-averse. It’s because women earn less than men.

5 ways social media is changing finance
Social is changing how we all make decisions about everything, so why should financial advice be any different?

“Markets are going to continue to give gold the finger”
Bay Street economists “give the finger” to gold and share their other market predictions 2014.

The Signal – 20 Dec 2013

Canadian regulators put off fiduciary duty standard
Yet, pressure builds to reform the “suitability standard”.

What will Big Data mean for advisors
Your own treasure trove of client data may be the best place to start.

Top 10 financial mistakes women make
When Sallie talks, smart woman investors listen.

9 examples of advisor websites that work
Most advisor websites are terrible. Here are 9 that aren’t.

39 test answers that are 100% wrong but totally genius at the same time
Name the quadrilateral. Literally.

The Signal – 6 Dec 2013

US Debt Clock
Look at this visualization of the US debt. Focus on a few of the numbers and observe them changing. Take a moment and think about it. Then share it with someone.

Mr. Market’s Asset Allocation is Still Tough to Beat
He’s not saying it’s impossible to beat the market, but don’t make the mistake of thinking it’s easy.

10 things about work, life and money your child should know
The most important lessons in life are not taught in any course. Everyone has a list: what’s on yours?

3 Steps to Make Better Financial Decisions Today
You probably have dozens of clients that need to read this piece, so share it with them. Or rewrite it in your own words. Because it makes sense.

10 personal finance tips from hip-hop lyrics
“Invest in your future, don’t dilute your finances, 401k, make sure it’s low risk, then get some real estate, 4.25% thirty-year mortgage.” (The Lonely Island ft. Kendrick Lamar and Adam Levine, “YOLO”)

The Signal 29 Nov 2013

Goldman Sach’s top 10 macro themes for 2014
For what it’s worth, here’s what Goldman Sachs thinks will happen in 2014.

9 reasons why you must update your LinkedIn profile today
Get with it people; it’s almost 2014. Social media isn’t going away.

29 dumb things finance people say
Finance is the only industry where people blame their poor forecasting skills on reality.

CNBC core viewership drops to 20 year low
With all the investing content and analysis available online, it’s no wonder CNBC has lost its audience.

How to be a happy working dad
It’s all about work-life balance. Easier said than done.

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