#WOOF Compendium: Socrates, The Devil, And Mahler

This is your weekly #WOOF Compendium. If you missed a word of the day from the dictionary of the day, find it here. Ancient wisdom, the history of superstitions, and some tips on how to use music as alternative medicine — we cover it all!


Monday: Think For Yourself  — We must do our own thinking to confirm or refute what we are told. “Don’t be convinced by me, Agathon. Be convinced by the truth.” — Socrates, Plato’s Symposium (2002 Socrates’ Way: Seven Master Keys to Using Your Mind to the Utmost)

Tuesday: Lucky Horseshoe — A blacksmith in Canterbury, when asked to shoe a cloven hoof, recognized the client as the devil. The blacksmith outsmarted the devil, tied him up, and tortured him. After that, the devil would never enter a place where a horseshoe was nailed above the door. (1984 Salty Words)

mahler woof compendiumWednesday: Using Music As Medicine — Properly chosen selections can change moods, boost working efficiency, and increase physical strength. When depressed: listen to pieces that are even sadder in spirit (Mahler’s Kindertotenlieder, blues, tragic opera arias), and progress to more lighthearted works. To fall asleep: play works by Bach (especially the Goldberg Variations, which were written for an insomniac patient). (1994 Book Of Inside Information)

Thursday: Spetsfond — Depository of books not for public reading. Restricted books were kept in special library sections accessible only to readers with permission from a very high level. Reserved for use by specialists only, the books included military secrets, inflammatory, or anti-state material. (1992 Russian And The Commonwealth A To Z)

Friday: Cub — A novice newspaper reporter (c. 1929). “I was a cub…covering the West 30th Street police station.” — Winkler, New Yorker, 1940 (1975 Dictionary Of American Slang)

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The Social Media Beauty Of Facebook’s Power Editor

By Simon Stuchlik

True to its name, Facebook’s Power Editor is one of the most powerful tools in the social-media marketing industry. Its features reach far beyond the company’s Ads Manager. Yet, Power Editor remains underused by those in charge of social media for small businesses, probably because it can be difficult to find and use. But that should not be an excuse for not utilizing it. While its features reach far beyond the scope of one blog post, here are the three most compelling reasons to use the Power Editor.

1) Calls To Action

Calls to action (CTAs) have been buzzwords in the world of inbound marketing for a while now, but they’re slowly making their ways to social media as well. In short, they offer a simple next step for the audience to take after seeing your ad. Facebook has been a pioneer in this field, first rolling out calls to action as part of its Power Editor earlier this year.

Now, when you create a newsfeed ad that’s a link, you can include a button with options such as Shop Now, Learn More, Sign Up, Book Now, and Download. The early results have been incredible. One study showed that click-through rates for ads including CTAs versus ads that didn’t almost doubled.

social media marketing2) Targeting

If you think interests and demographics are the full extent to which your Facebook ads can be targeted, think again. The Power Editor allows marketers to use targeting based on past behavior, including purchasing behavior. Utilizing the tool, you can target users who have recently bought a car, bought a house, went on a cruise, or have commuted to work.

In other words, the possibilities are endless, which is especially crucial for small businesses. Marketers with small budgets can’t afford to waste money reaching people who aren’t part of the target audience, so the detailed targeting options are actually a valuable money saver.

3) Bulk Ad Creation

Creating a single ad in Facebook’s Ads Manager tool is simple enough. The targeting options might be limited, and you won’t be able to add a call to action, but it still offers enough for social media managers of small businesses to be satisfied. The problem: creating a single ad is never enough. Budget permitting, you should be running multiple campaigns for various aspects of your business and differing target audiences, vary your ads with some A/B testing to determine the best possible use of your money, and so on. Creating that many ads in the regular tool is a pain.

Fortunately, that isn’t the case for the Power Editor. You can easily duplicate existing ads and modify them to suit your needs. The ability to save audiences allows you to save time instead of having to specify the exact targeting parameters every time you create an ad.

Many small-business social-media managers are turned off by the Power Editor because it’s not very user-friendly. But its powerful features more than make up for having to spend time to learn the tools. It’s well worth a try for any social-media manager looking to take his Facebook ads to the next level. And while we’re on the subject, why not utilize the Power Editor to effectively promote your blog posts, which should comprise the core of your social media strategy? Contact us for more information about how blogging can improve your business.

Editor’s note: This blog is an example of the kind of writing you can get for your blog. The only thing that’s different is that it has the name of the writer. For your blog, you can say you wrote it. That’s fine with us. We’re happy mutts. Click here for more explanation of this series of posts.

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Blogging For Tour Guides: A Sample Blog Post

By Veronica Grande

Tour guides are knowledgable people who can easily reiterate hundreds of interesting facts from the tops of their heads. Did you know that, according to a recent article from The Washington Times, New York City actually requires anyone looking to become a tour guide to take an extensive test? Questions range from food to architecture to pop culture. You will need to know A LOT to pass this test.

So whether you are a guide for NYC or an island in the Caribbean, knowing your facts is important in order to succeed. Tourists are counting on you to provide accurate information. And blogging is another great way to do that.

Here is one example post for those in the tour guide industry.

Three Surprising Facts About Scuba Diving

blogging for tour guidesThere’s more to scuba diving than you may think. Let’s explore these three surprising facts now:

1. Find happiness when breathing underwater. Research suggests that increased levels of nitrogen from the scuba tank air will increase levels of serotonin, a neurotransmitter, causing you to feel all warm and fuzzy. Just think of the song, “Happy” by Pharrell. And that added sense of adventure can help you to conquer those fears and feel like you are on top of the world (or in this case, king or queen of the ocean).

2. Peaceful waters can aid with Post-Traumatic Stress Disorder (PTSD). There’s just something about being in the quiet waters that cures your stressed body and mind. Exploring in the deep blue sea by yourself seems to make all your troubles disappear. Military veterans suffering from PTSD have looked to scuba diving to find peace. And as a result, their symptoms were alleviated by 80 percent.

3. The underwater experience is for everyone and not limited to the disabled. Studies have shown that people with paralysis and/or spinal cord injuries enjoy scuba diving because it is such a weightless experience. It is very liberating without the wheelchair, too. Many say that diving underwater gives them a second chance at a healthy life. Some benefits include restful sleep, less spasms, and the ability to feel slight tingles and sensations from different areas of the body. Truly remarkable!


If these facts piqued your interest and you would like to learn more about blogging for tour guides, please feel free to contact us today!

Editor’s note: This blog is an example of the kind of writing you can get for your blog. The only thing that’s different is that it has the name of the writer. For your blog, you can say you wrote it. That’s fine with us. We’re happy mutts. Click here for more explanation of this series of posts.

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Marketing Automation and Dreamforce Nexus

Here’s a rare post I’m actually writing! Well, the first part, anyway… Usually the BlogMutt writers create these posts, and do a great job.

I’m headed to Dreamforce on Wednesday. I’m only there for one day, so I won’t have time see all of the hundreds of exhibitors, let alone take in any of the workshops.

But I do want to visit with people, especially people at the intersection of marketing automation and the Salesforce.com-type of software.

How could I possibly find those?

Well, here’s how I did it: I took a look at the companies that are a part of this amazing landscape of Marketing Automation companies. Then I took a look at the exhibitors at Dreamforce.

Now, there’s a lot with both of those, so it’s possible I missed some, but there are, I think, 24 companies that are in the middle of the Venn Diagram between those two sets.

OK, now to the part that I had help with the writing… I asked BlogMutt writers to do a short description of each one. Here they are in alphabetic order:

Actuate is a software provider and the creator of BIRT. This open-source platform is used to create data visualizations and reports to be embedded into web-based applications. Over three million developers and OEM’s are served. These developers build scalable, secure solutions for analytics to over 200 million individuals. Actuate is also the developer of a deployment platform called BIRT iHub which is intended to improve the productivity of developers of customer-facing applications. They also offer customers analytics on a self-service basis, designed to enhance customer engagement by processing, personalizing and archiving high-volume content.

CallidusCloud is an industry leader in sales and marketing software to accelerate and maximize the lead to cash process. They offer a complete suite of solutions to help organizations make bigger deals faster. This is accomplished by identifying the right leads to follow-up on and enabling sales forces by helping to ensure that territory and quotas are properly distributed. Additionally, the software allows companies to automate their quotes and proposals and streamline sales compensations. More than 2,500 companies from a variety of industries use CallidusCloud to improve their lead to money processes. CallidusCloud is at Booth N2017.

CVent is a leader in the events and meetings industry, offering a proprietary, unique software platform that aids event planners, venues as well as attendees. The software platform Cvent provides is beneficial to organizations in organizing events, locating venues and membership management as well. In addition, CVent provides the means mobile event app creation, registration for online events, online surveys and meeting management programs. Currently, CVent has over 137,000 active system users in 100 countries that participate in the innovative means of event planning.

Data Hug is the creator of an innovative, cloud based Customer Relationship Management (CRM) and Intelligence software. It incorporates unique predictive analytics and relationship intelligence in order to build long-lasting relationships with customers. Recommended actions and communication scores are incorporated into every sales opportunity, lead, and account into your CRM. This assures a higher rate of sales and customer retention. Data Hug has assisted companies of all sizes and types from start-ups to big tech companies, venture capitalists, banks, accountants and even consultancy firms. Data Hug is at Dreamforce 2014 at Moscone West Booth # W939.

DemandBase is a real-time marketing platform that specializes in offering b2b marketing opportunities. It provides promoters with an array of innovative company- targeted display advertising options. The platform also provides website visitor engagement and conversion analytics. Attracting, engaging, measuring and converting accounts in real-time allows for consistent tracking of accounts including spending and revenue generation. DemandBase is at Dreamforce at North Moscone Booth #N2121.

FullCircle CRM was created to assist marketers in finding the answers needed to improve the results of marketing efforts, produce higher revenues, and plan for the future with utter confidence. FullCircle’s products are all compatible with the top solutions for marketing automation on the market today. By measuring details of campaigns, it assures accurate ROI measurements and a better understanding of how the campaign is working. FullCircle provides answers to marketing questions in one convenient place allowing marketers to see trends and grow revenue faster and more efficiently.

Gainsight is an industry leader in the Customer Success Management field. They provide solutions for organizations including software to processes, training and prioritization methods. Their objective is to groom the next generation of Customer Success Managers by giving them tools and information. Managers can attend the Customer Success University to gain an advantage for themselves and their businesses. Businesses of all sizes can benefit from Gainsight with regards to increasing revenues by using proven best practices, methodologies and playbooks. Gainsight will be at Moscone North booth #1007 during Dreamforce 2014.

Get Satisfaction is a customer engagement online platform that brings companies and customers together with the objective of building more value-packed relationships. Get Satisfaction serves companies of all sizes across a variety of industries to modernize customer support, speed up sales, increase brand differentiation and build better customer/company relationships. Get Satisfaction is the powerhouse behind thousands of active communities hosting millions of consumers every month. They can be found at DreamForce 2014, Moscone West Booth W836.

GoodData offers an open analytics platform that powers the All Data Enterprise platform to supports both IT’s and business users. Data Governance, security and oversight and self-service Data Discovery are their specialities. By consolodating data of all sizes including internal and cloud-based data, it creates a fast, agile analytic experience for all users in a managed, secure manner. Their motto is: with GoodData, people and teams win. They can be found at Dreamforce 2014 in Moscone West Hall, Booth 726.

Infer offers native integration for Salesforce, Eloqua and Marketo in addition to hundreds of other signals to learn more about customers and prospects. Information such as the size of the company, job openings and the social presence are all gathered. Statistical techniques that are used are similar to those used by Google and other consumer web pioneers. Building personalized, predictive models to identify the companies best potential customers in a seamless integration helps to solve problems fast. They will be at booths N1010 and W537 for Dreamforce 2014.

Influitive promotes the idea that a team of happy customer advocates that systematically support the campaigns of a company and refer genuine leads has the effect of driving sales and influencing product strategy. Offering advocate marketing programs that encourage new client referrals, they help organizations build strong advocate communities that help them to close more deals. AdvocateHub, Influitive’s advocate marketing software helps companies engage with their customers, partners and employees and keeps lines of communication open. Influitive will be in booth #2200 in Moscone North for Dreamforce 2014.

Lattice is the industry leader in predictive marketing and sales applications. Their innovative solutions help businesses accelerate their revenue growth and gain an edge over the competition. They provide solutions to improve both conversion and win rates for each stage of the revenue cycle. Offering data-driven business applications, they help companies market and sell their products in an intelligent, well-thought-out way. They serve a huge number of companies of all sizes in all industries. Lattice can be found in booth #N2208, Moscone North for Dreamforce 2014.

MicroStrategy is a worldwide provider of enterprise software platforms. Close to 4,000 companies in 20 industries use these flexible, powerful, scalable and user-friendly platforms for analytics, mobile, identity and to build brand loyalty. Both web and mobile services are available for companies to design and use reports. Services are offered either on premises or in the cloud. They dedicate more than 25% of their employees and close to $100M annually to R&D alone. Delivering a world-class customer experience that is simple, transparent, and empowering for everyone is their main objective.

MuleSoft provides the most widely used integration platform to connect SaaS and enterprise applications in the cloud and on-premise. The platform gives companies the ability to connect and transform their business. MuleSoft delivers a robust integration experience that eliminates both the pain and cost of point-to-point integration. This allows the New Enterprise to unify business processes across applications, data sources and APIs. They will be at Dreamforce 2014, booths N2024 & N2025.

On24 understands that customers and prospects are prone to self-educate throughout the buying process. With their webcasting capabilities, they assists companies in optimizing their marketing programs and campaigns by increasing lead values and accelerating prospects. This happens throughout the buying cycle—from lead to revenue. ON24 webinars work across the entire sales and marketing process, from driving consumer awareness to lead generation to lead nurturing, cross-selling and even up-selling.

QlikView works with big and small data through analytics tools. This company offers a collection of flexible and efficient data visualization and management applications. These products can be used to better understand data, create reports or organize data thanks to dashboards. Head over to the North Hall booth 1132 to meet the staff of QlikView.

Salesfusion helps B2B clients boost their sales thanks to quality automated marketing solutions. The tools offered by Salesfusion can be used to manage email marketing, find new leads, improve social marketing and even manage Google AdWords campaigns.

SpringCM offers cloud services and SalesForce integration tools. The cloud services offered by SpringCM allow you to store files, edit them, share them and keep them safe. The SalesForce integration tools make managing content and sharing it a lot easier. You will find SpringCM at the North Hall booth 1117.

SurveyMonkey allows you to create customized surveys and get answers quickly. The advanced features developed by SurveyMonkey give you the possibility to create surveys adapted to your needs and to reach out to the right target audience. You can then visualize your data in an efficient way thanks to quality analytics tools. Visit the SurveyMonkey booth at West Moscone 227.

Tableau Software offers advanced tools designed to better visualize and understand data. Communicating and analyzing insights is made easier thanks to classic analytics tools and more innovative features that are unique to Tableau Software, such as the ability to visualize and organize data thanks to a drag and drop tool. You can find Tableau Software at DreamForce at North Hall booth 2112 or by attending their three sessions as well as their table talk.

Velocify‘s mission is to drive up sales performances by providing their clients with the tools they need to close a higher number of deal in a shorter amount of time. Velocify accomplishes this goal thanks to quality sales automation software that includes features such as lead management, call handling via a cloud platform and plenty of insights. You can find Velocify at DreamForce by visiting North Hall booth 2029.

Yesware offers products geared towards email marketing. Software offered by Yesware includes features such as SalesForce and CRM integration, email tracking and analytics, productivity tools or click to call. Yesware’s mission is to provide you with a sales toolkit designed to help you manage your email marketing campaign and boost your conversion rate. You can find Yesware at Dreamforce by stopping at Moscone West booth 114. Look for their mascot around Moscone West and tweet a picture of it to enter a contest organized by Yesware!

Zoominfo has been in the lead generation business for over a decade. This company provides B2B clients with a comprehensive database of profiles for over 95 million business contacts. Zoominfo also provides its clients with a collection of  database management tools as well as consulting services geared towards optimizing the management and use of data collected by businesses. You can find Zoominfo at Dreamforce at North Hall booth 2202.

Thanks to the BlogMutt writers for those descriptions, and I look forward to meeting at least these 24 companies at Dreamforce! – Scott

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Penny Dreadful: The Pamphlets, The TV Show, And The Inspiration For The Blog

By Ruhi Jiwani

We think that the blog is a recent invention.  After all, it’s internet-specific and the internet is a recent development in the history of humanity.  However, if you look back at earlier forms of writing, you’ll find that there has been a history of short writing forms which were made easily available to the public at large.

In Victorian times, people wrote a lot of pamphlets, some of them informational and some fictional.  In some of them, the authors’ names were spelled out, but in others, people preferred to remain anonymous, or used pseudonyms to protect their identities.  The so-called penny dreadful was a pamphlet of short horror stories, written to titillate the public.

Screen Shot 2014-10-08 at 5.15.57 PMPenny Dreadful, And Borrowing From Famous Authors

The recent TV show, Penny Dreadful, combines famous Victorian novels such as Dracula, The Picture of Dorian Gray, and Frankenstein, to produce an interesting mishmash of stories.  It’s the very freedom with which the writing takes liberties with the works of famous authors that gives the show a certain zing.  And the core of the show lies in exploring the idea of possession, which is actually not an element of any of the famous novels it borrows from.

Sophistication And Humility

Penny Dreadful pilfers from the works of famous authors, but also borrows the structure of the historical penny dreadful to present the public with a mixture of sophistication and humility.  In this way, it’s a lot like the blog.  When you blog for small businesses, you write to convince the consumer that the company is noteworthy.  You want to emphasize the quality, scope, and innovativeness of the product.  At the same time, you also want to emphasize the down-home way in which the company connects with its consumers.  You want there to be no doubt that the customer will receive the best possible customer service.  Whether they want changes made to the product or are having problems with it, the company will be there to help them out and take care of their needs.  Like Penny Dreadful, the blog has to be focused on emphasizing both, sophistication and humility.

Tell The Truth, But Tell It Slant

Another way in which the TV show is a lot like the blog is because it presents a different slant on the things we already know.  Often, when you’re blogging for small businesses, the information that you’re giving your consumers may not be anything new.  For example, if you’re working in real estate, you might have blog posts focused on finding a home, renovating a home, decorating a home, moving into a home, finding the best deal on a home, etc.  Most people can find this information elsewhere, as well.  However, you can put your own stamp on your blog by writing about these topics in your own way.  You can include your own opinions, as well as what other experts think about the topic.   This is a lot like how Penny Dreadful borrows from great authors, but has a different core storyline.

Contact us for more information on borrowing from the penny dreadful–the pamphlet as well as the TV show–and on writing a great blog.

Editor’s note: This blog is an example of the kind of writing you can get for your blog. The only thing that’s different is that it has the name of the writer. For your blog, you can say you wrote it. That’s fine with us. We’re happy mutts. Click here for more explanation of this series of posts.

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Freelance Job Opportunity Helps Seniors Prevent Illness And Supplement Income

Retirement is an exciting time for seniors who want to spend more time with their families, pursue hobbies, and do a little traveling. However, a new study highlights one of the benefits of continuing to work: it may help prevent dementia. Rewarding freelance work that still allows you the extra time that you are looking forward to in your retirement can be a benefit to your health.

freelance job opportunityMaking the decision to retire early is simpler if you know you can earn a little income throughout your retirement. When you retire before the full retirement age, your social security earnings can be impacted if you earn more than $15,480 a year. However, earnings below this amount won’t reduce your social-security benefits at all.  This means you can enjoy the extra time that retirement gives you and still find ways to supplement you income.

BlogMutt is an ideal freelance job opportunity for seniors, because it allows you to write as much or as little as you like on topics that interest you. Instead of taking a part-time job that requires you to keep specific hours (and where you constantly have to worry about your income cap), you can write from the comfort of your own home, whenever you feel like it. There are no quotas or deadlines to meet, so you’re free to work as much or as little as you want.

Plus, continuing to work while enjoying the freedom of retirement may actually be good for your health. According to the USA Today article, “Study: Later Retirement May Help Prevent Dementia,” by Marilyn Marchione, continuing to work keeps your mind sharp. Marchione reported that,

“Working tends to keep people physically active, socially connected and mentally challenged — all things known to help prevent mental decline. For each additional year of work, the risk of getting dementia is reduced by 3.2%”

Blogmutt Freelance Writing Opportunities give you the best of both worlds: the freedom from the time restraints of a 9-to-5 job, and also the ability to earn supplemental income while keeping your brain active and engaged.

If you want to learn more about how writing blog posts, like the one you’re reading now, can earn you money from home at your own pace, please check out our freelance-writer application. We’re looking for new writers all the time.

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#WOOF Round-Up: The Saloon Smasher

prohibitionThis is your weekly #WOOF Round-Up! Every day, we give you a word of the day, from the dictionary of the day. In case you missed any during the week, we compile them every Friday.

On Tuesday, we highlighted the prohibition activist, Carry Nation, who was famous for her “hatchetations,” in which she would enter saloons and singlehandedly smash them with her hatchet. She performed her first hatchetation field trip in 1900 — 20 years before the Eighteenth Amendment enacted the prohibition of alcohol consumption in the United States.

Regardless of whether you enjoy imbibing a little bubbly once in awhile, what are your thoughts on Nation’s activist strategy? Is is true that you’ve got to break a few eggs in order to make an omelette, as they say?


carry nation

Carry Amelia Nation, with her saloon-smashing hatchet in hand.

Monday: Robert Lowell (1995 Webster’s Dictionary Of American Authors) — (b. 1917 – d. 1977). American poet noted for his complex confessional poetry. He won the Pulitzer Prize in 1947. His activities in the civil-rights and anti-war campaigns in the 1960s lent a more public note to his poetry.

Tuesday: Carry Amelia Nation (1994 Larousse Dictionary of North American History) — U.S. Temperance advocate. She gained notoriety as a prohibitionist following her numerous saloon-smashing expeditions. She was a large and powerful woman who wielded a hatchet to destroy bars and the alcohol they contained. (b. 1846 – d. 1911)

Wednesday: Winslow Homer (1878 American Painters) — One of the most famous American painters of his generation, he was born in 1836 and died in 1910. Known for his exceedingly simple works of people at leisure, his paintings have a certain noble simplicity and quietude.

Thursday: 38 (1988 Dictionary Of Ages) — “By the bye, as I must leave off being young, I find many Douceurs in being a sort of Chaperon for I am put on the Sofa near the fire & can drink as much wine as I like.” (Jane Austen, on being 38, in a letter to her sister Cassandra, 6 November 1813)

Friday: Xanthic (1978 Roget’s College Thesaurus In Dictionary Form) — Yellow, yellowish, fulvous, tawny

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Four Benefits Of Blogging For Your Small Business

There’s no getting around it: starting a small business is difficult. Amidst establishing a small business blogginglocation, managing staff, producing a product, and dealing with customers, it can suddenly feel as if there’s hardly any time left over for essentials, like eating and sleeping. With all of these responsibilities vying for your attention, it’s safe to assume that blogging for a small business is probably fairly low on your priority list. To help you make the decision to start blogging, we’ve compiled our top under-appreciated benefits for small business blogging.

Benefit #1: It shows potential customers what you’re all about. Through short blog posts, you’re showing the world that you do more than just provide a service. Regular, dedicated blogging allows you to show that you’re smart and passionate about what you do. Give customers and potential customers an idea of who you are and why you do what you do.

Benefit #2: It opens up a wider client base. People who might never visit your physical store will be able to find you online through your blog. If you have an online store set up, so much the better! Your business has suddenly gone global.

Benefit #3: It’s a great (free!) form of advertising. If you’re already paying for an online presence, it’s a cinch to add an extra page.

Benefit #4: It’s how you’ll get to the top. Statistically speaking, blogging is essential to getting your website to the top of Google’s search results:

Companies that publish at least 15 blogs per month get five times more traffic than those that don’t blog. Small businesses with 1-10 employees see the largest gains by posting more often. I know what you’re saying. 15 blogs per month? Way too much… According to the HubSpot study, companies that blog once or twice per month generate 70% more leads than those who don’t blog at all (Scott McKelvey).

Even if you don’t maintain your own business website, there are still a wide array of free blogging sites available from which you can choose.  A few minutes of set-up, and a world of opportunity and growth is available to you. To talk more to us about this or anything else, please feel free to contact us.

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Financial Planning vs. Portfolio Management: An Example Post

Getting the word out about your portfolio-management company in a unique and interesting way can be a challenge. Content marketing through blogging is one of the best ways to educate potential customers, attract attention to your company, and boost your bottom line. Here is a financial-planning and portfolio-management example post.


Financial Planning Vs. Portfolio Management: Three Key Differences

financial planningIt may seem like financial planning and portfolio management are the same thing, since both deal with investments and other finances. However, there are three distinct differences between the two, including their positions within the asset management field, what their objectives are, and what tasks they perform.

Position is everything.

One way to differentiate portfolio-management professionals from financial planners is by the levels that they have achieved within their organizations. Portfolio managers are in the top tier, and considered upper management level, as they generally work with mutual funds and pensions. Portfolio-management professionals have a wide array of experiences, with positions as research analysts and junior portfolio managers.

Financial planners, on the other hand, are considered mid-level players in asset management. They usually have a minimum of five years of experience in investment planning and allocation of assets, and work in institutions, such as banks or brokerage houses, although they are also often independent small business owners.

It’s all about focus.

Perhaps one of the biggest differences between financial planners and portfolio managers is what their objectives are. A financial planner, for example, helps his clients achieve their own personal objectives. Financial planners also help clients reduce taxes and choose investments that will achieve the clients’ future income needs for retirement, travel, education, and so forth.

A portfolio manager, on the other hand, is focused on generating the highest possible return on investment  for the mutual fund or company that he works for. This is done by procuring stocks, bonds, and other financial assets that are believed to be able to fill the objective of making profits.

Main functions.

Financial planners answer questions and make suggestions based on what the clients’ needs are. Things that financial planners deal with every day include questions like: Will I be able to afford to retire? How much will I have to live on if I retired now? How can I reduce my taxes?

Portfolio managers both set up portfolios, as well as practice tax gain / loss harvesting (selling securities at a loss to offset a capital gains tax liability). Again, the portfolio manager’s primary duty is to assure that there is a return on investment for the organization that they work for.

If you want more information about financial management, contact us, one of our investment experts will be more than happy to assist you.


As you can see, a blog post for a portfolio-management firm need not be promotional in nature. It can be informative and helpful to prospective clients. You may not have the time to create such posts, but our writers do! Contact us us to find out how your company can benefit from blog posts written for your audience.

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For The 15,976 Who Weren’t Picked By Amtrak

Last December, Amtrak announced open applications for its residency program. Through the program, selected applicants would ride Amtrak to destinations of their choosing, and during their tenure, would write. Almost immediately, seemingly every amateur and professional writer in the world received phone calls from all of their family and friends, informing them of this exciting opportunity, and demanding that they apply.

And they did apply — in droves. Out of 16,000 applications, Amtrak chose 24 writers for amtrakthe program. That means that literally thousands of writers found themselves contemplating new vistas of literary rejection. But it’s not like rejection is anything new to the writer. But still, sometimes the sting cuts deeper than anticipated.

For the 15,976 of you who weren’t picked by Amtrak, we offer the following humble advice:

  1. Write every day. In his book Education of a Wandering Man, bestselling author Louis L’Amour encourages writers to write something every day. Coming from a man who produced over a hundred published works during his lifetime, this advice seems to carry some weight. Whether you journal, add to an ongoing work of fiction, plan your memoirs, or produce freelance articles, be sure to write every day.
  2. Join a critique group. At some point, every writer has to let someone besides his mother and his best friends critique his work. Joining a writer’s critique group provides a safe space and allows opportunities to gain helpful insights and glean feedback from others who are sharing the same struggle.
  3. Experiment with new forms. If your novel-writing attempts always seem to start strong but then peter out around the 5,000-word mark, perhaps it would be wise to try your hand at short stories. If you like to write but have difficulties plotting creatively, perhaps narrative nonfiction may be right for you.

One of the most lucrative avenues of writing self-improvement is to spend some time working for a content-writing company. Not only will you have the chance to write about something different every day, but you will also be able to learn to take criticism lightly, face rejection without dying, and make requested edits with cheerful quickness — three traits absolutely required of all writers.

Looking to get paid to expand your writing horizons? Please feel free to apply as a writer with us.

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