Friday morning I co-facilitated a continuing education seminar for the Mecklenburg County Bar on social media with Andy Ciordia and Ted Claypoole . The attorneys asked great questions and the three of us presenting enjoyed the lively discussion.

Peppering his ethics guidance with jaw-dropping anecdotes of ethical lapses by legal professionals, Ted boiled everything down to four categories of concern:

• Talking too loosely
• Improper investigation (pretexting)
• Sites that don’t provide room for proper disclaimers (think: Twitter)
• Advertising Rules

I’m unqualified to say anything about legal ethics, but from a middle-aged lay person’s vantage point,  much of what Ted said seemed like common sense and good manners: don’t say anything about someone behind their back that you wouldn’t say to their face; don’t misrepresent yourself or your behavior; and don’t tell a judge you need a continuance because your father died if your Facebook page shows you were getting smashed at your college roommate’s wedding!

Advice for blogging, Facebook and Twitter

Andy and I showed several examples of what to do and not to do on the big three social media platforms:

Blogging: We didn’t need to dwell on the oft-repeated advice to publish frequently — they’d all heard it.  We took it further to show how you can subscribe to content feeds to supplement your own articles but also warned to keep non-pertinent content off your site. We showed an example of an otherwise-good blogsite by a divorce lawyer who inexplicably featured an article on SEO and Google.

Huh? Stick to your knitting.

Facebook: We see lots of lawyers using their personal FB profile as a professional site. Some even call it “The Family Law Firm of Jane Doe” or similar appellations — a big no-no and a violation of FB’s terms of service. FB created “Pages” for commercial use.  Go to my AUTHOR PAGE of FB and you’ll see how it differs from the personal.

Twitter: The main concern Andy and I expressed here is lack of engagement. Most of what we saw lawyers do is BROADCAST new blog posts or news of the firm. Blech. If you’re not engaging people on Twitter, don’t waste your time with it.

If you’re unsure where to take your social media marketing efforts, reach out. If I don’t have the answers, Andy or Ted will.

Country Driving

by Peter Hessler, reviewed by Paul Denlinger

Paul Denlinger

Country Driving, like China, is one of those books which operates on several different levels all at the same time. For those who are not acquainted with China, it is light entertainment about the country’s rapid development, and some of the entertaining, even comic, results and side-effects of that development. For those who are more acquainted with the country, it offers a deeper look at the regional and cultural differences within this fascinating country, and how the country operates, even though the country is as different from region to region as the European continent.

During the period from 2001 – 2007, the author, who is a journalist and is fluent in Chinese, took three different road trips. So different and contrasting are they that he divides the book into three different parts: Book I called The Wall, Book II called The Village and Book III called The Factory.  Book I’s title refers to the Great Wall, which he followed into the provinces of Shaanxi, Gansu and Xinjiang in China’s arid northwest.  Book II refers to a village which he visited and stayed in not far from Beijing in distance, but lives in a completely different world culturally.  Book III refers to factory life in southern Zhejiang province, which is now the most light-industrialized part of China, full of family-owned factories and businesses.

The author’s fluency in Chinese brings the reader much closer to the experience of the Chinese as the Chinese see themselves. For the most part, journalists in China are not fluent in Chinese, and rely on local assistants to translate for them. Until recently, these assistants were assigned to them by the Chinese government, and it was up to them to insure that the western journalists insured the right official perception of China. For Peter Hessler, these human filters don’t exist, giving the book a much more human feel.

This gives the reader the ability to see how the Chinese see their own modernization and put it in perspective. While they are materially much better off, with the income of the village going up more than 100% in six years, life is still tough.  Even in a small village, there is still politics because they need to elect a village party secretary to run its own day to day affairs.

In contrast to this, life in The Factory section is different. There is less government interference, and when it happens, it happens in a different way, mainly having to do with how rural land is turned into urban or industrial land. For those in business or from a business background, this is particularly interesting: it explains how money and wealth are created from land use. In much of the western press, this is dismissed as corruption, but Hessler subtly explains that there is much more to it than that. The Factory also does much to explain how whole families have moved from one province to another, attempting to establish new relationships along the way and make their way up the economic success ladder in today’s China. In short, it’s all about leverage, something which the Chinese have had a few thousand years to learn about. In the race for leverage, whole towns have chosen to find niches, just making buttons, belts or socks. The Factory refers to a factory which makes support wires for women’s brassieres, and how one enterprising engineer, copied one European machine, then made Chinese copies, just as Francis Cabot Lowell copied loom designs from the British in 19th century America.  In another case, a whole village of young men became gold farmers, playing World of Warcraft for players in Germany, but then abandoning that for something else when the rules changed. In yet another story, Hessler interviews a woman painter who paints street scenes of Venice and life in rural Utah, even though she has never been outside China. Unlike painters in the west, she takes a very practical view of her work; she reveals that she doesn’t like painting, that most of her buyers have poor taste, but that it pays the bills and she is pleased with that.

For someone who is new to China, the book provides a gentle introduction and good entertainment. For those who are more acquainted with the country, it provides another look at a different part or parts of China, and reminds us that the country is so vast and different that it’s too much for any single individual to take in.

Paul Denlinger is an internet consultant based in Beijing and Hong Kong who writes for Forbes, his own blog, the China Vortex,  and Asian Correspondent.

Harry Truman’s Excellent Adventure

by Matthew Algeo, reviewed by Christopher Buckley in The Washington Post:

The title “Excellent Adventure” probably ought to be retired at this point, but not quite yet, for Matthew Algeo has given us just that: an extremely excellent adventure by ex-President Harry Truman and his wife, Bess, in the form of a road trip they both made — just the two of them — in the summer of 1953, not long after Harry had left the White House with a 22 percent approval rating. Twenty-two percent . . . why does that sound familiar? (Confidential memo to George W: Pack up that car with Laura and hit the road!)

It’s hard not to read this utterly likable if occasionally overwrought book without feeling a tad nostalgic for the days when American automobiles set the gold standard, gas cost 27 cents a gallon, and the best restaurant in town might be found at the airport. It may make you feel a bit ironic, too, inasmuch as the impetus for the Truman escapade was a trip to Philadelphia, where the former president delivered a speech deploring Republican cuts to the defense budget.

At times, you feel as though you’ve wandered into an episode of “The Twilight Zone.” Harry Truman, perhaps the most down-to-earth man who ever led this country, returned home to Independence, Mo., in 1953, broke. His only source of income was his $111.96-per-month World War I pension. In those days, ex-presidents didn’t get pensions. But they might be offered a free car, and Harry happily accepted a spanking-new 1953 Chrysler (those were the days) New Yorker. The sticker price then was about $4,000, the average yearly salary of an American worker. It was offered gratis, but Truman insisted on paying something — and probably spent a whole dollar on it. A very presidential compromise.

Harry had always been a car man, and now he had the best. And so, broke, out of work, he did what any red-blooded American would do under similar circumstances: He hit the road and took along the missus to make sure he didn’t speed (a Truman tendency). And what an adventure they had. He got pulled over on the Pennsylvania Turnpike — despite Bess’s supervision — stayed in motels, ate in diners. Everyone delighted in seeing the former First Couple, never mind the 22 percent approval rating. The country just loved Harry. When they reached Washington, the accommodations improved (the Mayflower). In New York City, they stayed at the Waldorf=Astoria (note the equal sign, duly explained by the diligent Algeo), where Harry pointedly did not look up his old friend and erstwhile adversary, Herbert Hoover. Cole Porter was also living there at the time. One of the delights of the book is the incidental detail: Porter and Secretary of State Dean Acheson had been roommates at Harvard Law School. Who knew? There’s enough of that in here to make you a Trivial Pursuit god for a year. In Philadelphia, Harry spoke to retired military officers in the same hotel where, years later, Legionnaire’s Disease struck. Indeed, a weird hotel karma seemed to follow Harry and Bess: In Wheeling, W. Va., they stayed at the McClure House, the birthplace of McCarthyism. It was there that Tail Gunner Joe delivered the immortal line “I have here in my hand a list . . . .” A Decatur, Ill., motel where the Trumans lodged is now a correctional facility.

In Ohio, the couple passed near enough to Wright-Patterson Air Force Base for Algeo, a public radio reporter, to descant informatively and amusingly over the history of presidential airplanes. Harry was the first president to fly domestically, he reports. Franklin Roosevelt’s plane was nicknamed the Sacred Cow. Harry called his second plane the Independence. When he was flying over Ohio, home state of his nemesis, Republican Sen. Robert Taft, Harry would go aft to flush the lavatory in a symbolic gesture of non-partisanship. Presidential aircraft didn’t become Air Force One until Eisenhower’s time. Ike’s plane, the Columbine II, took its name from the flower of Mamie Eisenhower’s home state, Colorado. (It now sadly connotes something else.) Back then Ike’s plane was also known as Air Force 8610. One day, there was a bit of confusion in air traffic control over it and Eastern Airlines flight 8610, prompting a new protocol of clarity in nomenclature. All this is, to be sure, an America that no longer exists.

The thought of an ex-president jumping into a car with just his wife, no Secret Service, packing his own bags, pumping his own gas, drinking Cokes with grease monkeys is . . . well, it ain’t gonna happen, and we’re the poorer nation for that. Perhaps this is why our current president’s spontaneous evening strolls with his wife and their romantic dinners in Prague are so charming: They recall us to a time when we were sort of — gosh — normal. The annual pension of an ex-president today is about $190,000, plus expenses that can bring the tab as high as $2.5 million. Gerald Ford, bless his Republican heart, turned the ex-presidency into a branding opportunity, and, together, the Clintons earned $109 million from eight years of speeches and corporate appearances. All of which proves, one might say, that it is still a great country, but very different from the days of Harry and Bess and their 1953 Chrysler.

Lincoln Highway

by Michael Wallis, review by Publishers Weekly:

One look at the retro artwork on the cover of this travel tome will tell you what’s in store for you—a visit down memory lane the length of the U.S. Following the 3,000-mile Lincoln Highway—much of it has been replaced or renamed—from New York City’s Times Square to San Francisco Bay, Wallis (Route 66: The Mother Road ) expertly captures the oft-forgotten and offbeat sights and tales of an America bypassed by superhighways. Most every town, restaurant, mom-and-pop store the author encounters along “The Main Street Across America” has seen better days, but Wallis still takes the time to celebrate their classic architecture and down-home recipes. With an eye for details and a gift for storytelling, he moves just as smoothly between the role of tour guide and yarn spinner as he does between the road’s history and its current incarnation. The juxtaposition between old and new is further underlined by the presentation of classic images and new photographs by Williamson. With a chapter dedicated to each of the 13 states that the highway passes through, this book will delight those looking to uncover their local roots as well as adventurers yearning for that American rite of passage—a cross-country road trip.

Listen to an interview with the author and photographer.

The Cactus Eaters: How I Lost My Mind and Almost Found Myself on the Pacific Crest Trail

by Dan White, reviewed by Publishers Weekly

Traversing broiling deserts, snowy mountain passes and dank rain forests on its crooked way from Mexico to Canada, the Pacific Coast Trail is an epic challenge for die-hard backpackers. White and his girlfriend, Melissa, set out, late in the season and bereft of experience, to tread all 2,650 miles of it, leaving behind lousy reporting jobs and hoping to find self-definition and a deepened relationship. (They call their trek the Lois and Clark Expedition.) Hilarious greenhorn misadventures ensue—including the author’s ill-advised chomp, while dizzy with dehydration, into a reputedly moisture-laden prickly-pear cactus—that tested their survival skills and commitment as a couple. The trail becomes less an itinerary than a world unto itself, full of squalor, discomfort and majestic scenery, and peopled by charismatic misfits and an austere cult of ultra-light speed-hikers, as the couple rely on arcane camping gear and bizarre gummy-bear-and-marshmallow diets. The wilderness authenticity the author seeks proves elusive; all journey and no destination, the story itself eventually trails off with the hero even more callow and confused than when he started. Still, White’s vivid prose and hangdog humor make readers want to keep up.

This is what people ask you to do because they’re accustomed to death by PowerPoint. In such a death, the speaker lards the presentation with bullet points and basically reads them to the audience (like a first grade teacher at story time).

We don’t subject people to so-called presentations of this ilk.

Our presentations lend visual interest to what’s being said and reinforce the points.

Responding to the request

What did we do? We devised a handout for “guided note taking” that gave our audience questions and prompts to go with the slides.  For example, Stop thinking about “creating” traffic. With social media, it’s about “getting in front” of it. What are you doing to use web-based sites and tools to get people to notice you?

Try this technique next time and be sure to wind it down with a solid question like these:

• How many homes would I have to sell each month to pay for this service?
• How many more homes could I list/sell if I were doing this?

In case you’ve never seen this video on the proper use of PowerPoint (or any multimedia during a presentation) be sure to watch it here.

In the aftermath of the worst financial crisis since the Great Depression, NOVA presents “Mind Over Money”—an entertaining and penetrating exploration of why mainstream economists failed to predict the crash of 2008 and why we so often make irrational financial decisions. It’s a program that reveals how our emotions interfere with our decision-making and explores controversial new arguments about the world of finance. Before the current crash, most Wall Street analysts believed that markets are “efficient”—that investors are reasonable and always operate in their own economic self-interest. Most of the time, these assumptions of classical economics work well enough. But in extreme situations, people panic and conventional theories collapse. In the face of the recent crash, can a new science that aims to incorporate human psychology into finance—behavioral economics—do better?

I’m looking forward to seeing the experiment where they wire traders’ brains and bodies during trading sessions. Behavioral economics is a favorite interest of mine, hence Tradeoffs: Leveraging the Longs & Shorts of Life. Dan Ariely wrote a great book on the subject, Predictably Irrational. I highly recommend it.

Disgusted by his email campaigns’ lousy open rate, he turned to Google. My blog posts kept turning up in his searches, where he learned that long subject lines with words like “Free” and “Limited Time Offer”  are surefire ways to shoot yourself in the foot.  YES, nice to know my blog is yielding high search rankings and helping people solve their problems.

He then went on to ask if I could write his email campaigns (double YES!)

Whiplash

Not so fast, Tam.  Turns out, he doesn’t know “who” his target market is or what triggers them to buy. A writer can’t get a foothold without that information. I can’t knowingly send a client’s money down the drain, and without a strategy, that’s what I’d be doing.

Although cliche, it’s nevertheless true: if you don’t know where you’re going, any road will get you there.

I’ll be going coast to coast interviewing financial traders for the book I’m co-writing with Matt Davio, “Tradeoffs: Leveraging the Longs & Shorts of Life.”

I want to raise funds for an organization that helps those who find themselves at the other side of the financial spectrum from the traders. Here’s what comes to mind:

• Low-wage earners (Habitat for Humanity)
• Millions at risk of foreclosure (Neighborhood Assistance Corporation of America)
• Billions who need better financial literacy (Institute for Financial Literacy)
• An organization whose programs include credit counseling along with other essential human services (United Family Services)

I haven’t fully defined the means by which I’ll raise money for the worthy partner, as I’m sure they’ll have great ideas of their own. That said, the corporate sponsors of the trip should be happy to kick in something for a worthy cause in addition to some of the grassroots efforts I can put into play, including:

• Motorcycle riders/clubs sponsoring a leg of the 8000 mile journey
• Sponsored Tweetups
• Side “wagers” on road incidents like flat tires, number of rattlesnakes encountered, whether it snows in SD while I’m at Mt. Rushmore, etc

Please weigh in with a cause or organization that fits the theme of the Tradeoffs Road Trip.

Here’s a little video of me doing the “quick stop” exercise in this past weekend’s course.

Tamela’s “Quick Stop” from TamelaRich on Vimeo.

Let the shopping begin

Yesterday I drove a sweet Triumph Bonneville.  I felt sort of like I’d moved from a Shetland pony to a Thoroughbred race horse in the course of a weekend. I’m no gearhead, but even I know that 865cc means a LOT of engine.

It didn’t necessarily get off to a great start. Pulling out of the dealership, the ultra-responsive throttle on that big engine got ahead of me and, horrors, I laid it down.

Dealing with adversity

You can judge a person pretty well by the way they deal with adversity. Having survived childbirth, teenagers, three tours of duty in corporate America and closing down an unprofitable business, I’ve had plenty of experience. I picked the bike up (by myself, all 495 pounds of it), apologized for the lapse and waited for the berating to begin. Thankfully it was not forthcoming.

The owner of the dealership was concerned about me and shrugged off the broken clutch handle. Nary a raised eyebrow. He pushed the bike back to the shop, got a technician to replace the handle, and off we went for my test drive. This bodes well — if I buy the Bonnie it will definitely be from Mark Engle.

What I like about the Bonnie: it’s a bike I can grow into without growing out of. I like the sweet purr of the engine — don’t try to sell me something that grumbles or whines. Both my feet touch the ground when I’m astride. I know I can pick it up by myself (!) and it’s pretty. There, I said it, “it’s pretty.”

I’m also planning to test drive a BMW G650, a CAN-AM Spyder and a Suzuki V-Strom 650.

Any other suggestions out there, bikers? Remember, I’ve got a 28″ inseam and a cruiser is bad for my back. It’ll have to be a standard or touring bike.

St. Patrick’s Day is quickly approaching. Even if you’re not Irish, you still get an Irish Blessing to hold on to for the year.

May your pockets be heavy and your heart be light,

May good luck pursue you each morning and night.

This is also the week that I send one of my periodic checklists. Please take a second of time to check-off these questions. It could help reduce your taxes and provide new financial tips. That’s worth a second! Here is the checklist.

This is not a download or an attachment. It is a safeguarded link.

And here’s what I got in that safeguarded link:

Let’s break this down

First,using the elementary school holiday calendar as an excuse to send solicitations is disingenuous. I can see right through your ploy.

Second, when you say you’re providing me with a checklist that will help me reduce taxes and provide financial tips that’s what I expect. You lied.

Third, the visually wretched “checklist” leads with the setup that you are somehow helping ME  keep my “records current” when in reality it’s a lead generation form for YOU.

This kind of crappy communications gives the insurance sector a black eye.  You earned the Golden Retriever Crappy Communications Award for March, 2010.

Tradeoffs: Leveraging the Longs & Shorts of Life

Financial trader Matt Davio and I will use the language and practices of those who trade for a living to frame life’s tradeoffs: time for money, freedom for convention, risk for reward, and money for goods and services. Matt’s been interviewing subjects on his website for about six months now, and I’ll do my part from the road (mostly).

Every week I’ll be video blogging about where I’ve been, who I met and what I’ve learned.

In a post-meltdown world where so many people feel the stakes are higher and the margin for error more narrow than ever before, Tradeoffs will introduce a general interest reader to how traders view “scalp,” “swing,” “directional,” “fade” or “breakout” trading setups, how they mitigate risk, and how they live with the outcomes of their trades to do everything from choosing a career, mate and preschool, to helping a parent deal with end-of-life decisions.

Traveling America’s most storied highways

From NC I’ll travel through TN and AR to pick up what’s left of the old Route 66 beginning in OK. I’ll travel through TX, NM then veer north in Kingman, AZ to take in the Hoover Dam en route to Las Vegas for a layover with my parents and sister.

From Vegas, I’ll head west-northwest via the legendary Pacific Coast Highway to Eugene OR. After a layover with my co-author and his family in Bend, OR, I’ll head to Denver, CO to visit friends before heading east.

On the way back I’ll visit Mt Rushmore and Crazy Horse monuments, interview executives at the CME Group in Chicago, then head south to a suburb of Columbus, OH where I’ll visit with my brother (who rides BMWs) and his family.

The final leg of my journey will carry me through the West VirginiaTurnpike (Blue Ridge Mountains) and western VA before landing home in Charlotte.

That’s at least nineteen states, three time zones and a good 8000 miles.

Along the way I’ll frequent Diners, Dives and Drive-Ins and other famous Roadfood joints and occasionally couch surf with the community of financial traders who follow me on Twitter and my blog. I’ll include videos in my blog a couple of times a week and tweet daily. Most people will never take a trip like this, so I’ll do my best to bring you along (in the virtual sense).

Want to be interviewed, host an event or suggest a layover?

Want to sponsor part of this great adventure or know a company that might? Here’s what we’ve come up with so far:

• Motorcycle and gear sponsors
• Hospitality sponsors (food, hotels)
• Petrol products sponsors (fuel, oil)
• Related products: brokerage, mobile trading platforms, financial newsletters

And clients, I’ll be able to work from the road. I’ve got your back — even from two time zones away.

In a post-meltdown world where so many people feel the stakes are higher and the margin for error more narrow than ever before, Tradeoffs will introduce a general interest reader to how traders view “scalp,” “swing,” “directional,” “fade” or “breakout” trading setups, how they mitigate risk, and how they live with the outcomes of their trades.

We have a book agent who’s excited about the project and will help us get the proposal in tip-top shape by the end of April so he can hit the road with it.  Stay tuned!

Trading From Your Gut: How To Use Right Brain Instinct & Left Brain Smarts To Become a Master Trader

by Curtis Faith

Reviewed by Dasan: Legendary trader Richard Dennis believed that trading was so simple that anyone with the right training and psychology could do it successfully. After making millions for himself in the commodity, stock, and FOREX markets, he trained complete novices how to trade in 2 weeks. He called them the “turtles.” He was right – a large number of the “turtles” went on to become very successful traders in their own right. Curtis Faith, the author of this book, was one of best of the turtles.

In “Trading From Your Gut” Curtis Faith’s discusses a central aspect of trading success: Intuition. While most mediocre traders let emotions drive their trading, better traders use primarily rational thought. The best traders of all, the master traders, use a balance of intuition and rational thought. Like the experienced poker player that just knows what the other player has, these master traders can identify trend reversals simply by “gut feel” which comes from a combination of experience and underlying rational thought.

This is an excellent book for the intermediate level investor. The author does give a basic explanation of a rudimentary swing trade system, but it is just enough knowledge to be dangerous. I would not recommend this book for a rank novice. However, if you have some experience trading stocks or commodities already, this book is extremely valuable. For me as an experienced hedge fund investor, I found his concepts mainly affirmed in a concise way what has taken me years to learn. In this way, this book could make a moderately experienced trader more successful very quickly.

The main thesis of the book is the importance of intuition in trading, especially by experienced traders who already have mastered their emotions. He says it like this: “A balance between left-brain analysis and right-brain intuition is critical for optimal trading.” He quotes many experts in this book, which adds a lot of value; for example, he quotes Barry Ritholz’s idea that “wisdom is the capability to have `strong opinions, weakly held.’” Faith emphasizes the importance for a master trader to think independently. He writes “If you want to be a master trader, you need to develop your own reasons for making trades.” He illustrates the concept of waiting for the right trade by comparing it to surfing at the beach, waiting for the right wave. The book is full of detailed examples like this, which illustrate his trading concepts. Faith wraps up the book with a discussion on ways to limit risk by being flexible, having a plan “B” and sizing positions properly to avoid overcommitment of your capital.

This book is valuable to any serious trader or investor looking to raise the level of their game. Novice investors have other volumes to read first.

Here’s my co-author Matt  interviewing author Curtis Faith:

The Back Channel: How Audiences are Using Twitter and Social Media and Changing Presentations Forever

by Cliff Atkinson

Reviewed by yours truly:  This book caught my eye because it grasped a phenomenon I’ve observed at events where the audience gives more eyeball time to their netbooks and smart phones than to the presenter. I figured someday I’d figure out how to harness the power of this behavior, and author Cliff Atkinson beat me to it. Mr Atkinson is THE authority to write on the matter. In addition to writing Beyond Bullet Points,  he designed the presentations that helped persuade a jury to award a $253 million verdict in the nation’s first Vioxx trial in 2005. Fortune magazine called the presentations “frighteningly powerful.”

For those new to the back channel and the ways of Twitter, never fear. The book starts there, not with boring  exposition, but with a real-life event where panelist Guy Kawasaki noticed a critical tweet (Twitter update) about him and asked the tweep (person who tweeted) to step up and explain the remark.  After setting the context for Twitter and the back channel with this case study, Mr Atkinson goes into the mechanics of Twitter and other technological means for sustaining an official back channel.

The part of the book that everyone presenting can use (with or without a back channel) describes how to be an editor, curator and taste-maker to your audience. Thinking of yourself in these ways makes it 100% easier to craft a presentation.

Mr Atkinson outlines a strategy for JOINING the back channel’s conversation, including how to manage a “conversational presentation.”  Presenters with and without a back channel should follow this advice

You can no longer get away with putting up a slide that lists Agenda or Introduction at the start of your presentation. Nor can you get away with kicking off your presentation with too many details or a list of your accomplishments. In a world in which your audience is accustomed to high-quality media at their fingertips, you need to capture their attention out of the gate. You must engage your audience within the first five slides or at least the first five minutes of your presentation.

The book offers a chapter on how to handle the positive and negative feedback from the back channel.  Particularly helpful is the advice that speakers should practice scenarios that put them in a range of difficult situations.  He gives five scenarios to practice: “You’re not listening to us;” Your Facts are wrong or misleading;” “Your material is a mismatch for us;” “Your material is boring;” and “You made me mad.”

Finally, relying on an excellent case study from a conference gone snarky via the backchannel, Mr Atkinson shows how Chris Brogan (author of Trust Agents) turned the situation around. Here’s the 10-point checklist for managing an unruly back channel:

1. Establish a reputation
2. Listen and collect stories
3. Dispense with pretense
4. Talk to the elephant in the room (if there is one)
5. Make it you, you, you instead of me, me, me
6. Check in with the audience early and often
7. Improvise
8. Stay grounded
9. Ignore the small stuff
10. Keep things in perspective

This slim volume is worth the $34.99 list price and includes a free 45-day searchable online edition. Both of my thumbs are way up.

Why We Make Mistakes: How we look without seeing, forget things in seconds, and are all pretty sure we are way above average

by Joseph T. Hallinan

Publishers Weekly review: Pulitzer winner for his stories on Indiana’s medical malpractice system, Hallinan has made himself an expert on the snafus of human psychology and perception used regularly (by politicians, marketers, and our own subconscious) to confuse, misinform, manipulate and equivocate. In breezy chapters, Hallinan examines 13 pitfalls that make us vulnerable to mistakes: “we look but don’t always see,” “we like things tidy” and “we don’t constrain ourselves” among them. Each chapter takes on a different drawback, packing in an impressive range of intriguing and practical real-world examples; the chapter on overconfidence looks at horse-racing handicappers, Warren Buffet’s worst deal and the secret weapon of credit card companies. He also looks at the serious consequences of multitasking and data overload on what is at best a two- or three-track mind, from deciding the best course of cancer treatment to ignoring the real factors of our unhappiness (often by focusing on minor but more easily understood details). Quizzes and puzzles give readers a sense of their own capacity for self-deception and/or delusion. A lesson in humility as much as human behavior, Hallinan’s study should help readers understand their limitations and how to work with them.

Genius on the Edge : The Bizarre Double Life of Dr. William Stewart Halsted

by Gerald Imber

Intro to a Fresh Air interview with the author:  In the second half of the 19th century, New York City’s population swelled from several hundred thousand to just over 2 million people. Conditions were not pleasant: Sewers were virtually nonexistent; piles of manure sat several inches high on sidewalks; and the city was overrun by disease.

Medical practices of the time were crude, at best: If surgical procedures were performed, they were done without sterilizing the equipment or the operating room, and typically ended with the patient losing an entire limb, if not his life.

It was in this environment that Dr. William Halsted began his surgical career. Halsted, who began the nation’s first residency program, pioneered techniques ranging from blood transfusions to sterilizing operating rooms. He also developed the radical mastectomy — also known as the Halsted mastectomy — reducing the local recurrence of breast cancer in patients nearly 50 percent. When Johns Hopkins Hospital opened its Department of Surgery in 1889, Halsted was named its first supervisor.

Though his legacy suggests a medical pioneer who made surgery safer and more precise, Halsted’s life was frequently messy.

That dual life is examined in Gerald Imber’s new biography of the doctor, Genius on the Edge: The Bizarre Double Life of Dr. William Stewart Halsted.

Imber traces Halsted’s journey from a young Columbia-trained medical student to a successful surgeon who secretly suffered from several narcotic addictions. Imber, himself a plastic surgeon, says that while Halsted was a “rigid perfectionist in some portions of his life, [he was] totally negligent and forgetful in others. He could leave a patient in a hospital bed for weeks on end and forget to operate on them.”

Imber talks to Fresh Air about Halsted’s dual lives and about 19th century American medicine. Imber is an internationally known plastic surgeon who specializes in facial rejuvenation and noninvasive surgical techniques.

Please tell me if you have a book to recommend or review for April’s post.