Chronique d'Ernoul et de Bernard le Trésorier - caption: 'Crusaders besieging Damascus'

My financial writing crusade

“Are you on a crusade?” A reader asked me that question with a smile after he read the Barron’s article that quoted me on the need for financial writers to lower the grade level of their writing. If you’re a regular reader of this blog, you’ll probably say the answer is “Yes, I am on […]

live webinar mistake

Mistakes to avoid in your first live webinar

Planning to run your first live webinar? It’s a great way to attract prospects and deepen relationships with clients of your investment, wealth management, or financial planning firm. I watched a bunch of live webinars as I planned to relaunch my financial blogging class. Some of them were painful to watch. These webinars got me […]

Thumbs up for blogging on LinkedIn

My experiment blogging on LinkedIn

Have you noticed that you can blog on LinkedIn? At first, I told myself “I’ll never do that.” However, as I found myself clicking on posts by my connections, I realized that I should reconsider. Thus began my experiment blogging on LinkedIn. The results surprised me. I’ll share them with you. By the way, if […]

quotation marks

When do I need quotation marks?

When should you use quotation marks? You probably know that you should use them around quotations or around the titles of some artistic works. (Books are an exception to the artistic works rule, except in AP style.) But other cases are open to debate. I find that non-professional writers sometimes use quotation marks for emphasis, […]

Selling PDF e-books online: Tips from my E-junkie experience

If you’re a financial professional interested in selling PDF e-books online, you may learn from my experience with E-junkie, an online shopping cart. In fact, this post was inspired by questions I received from a colleague preparing to sell a PDF e-book online. He wanted to make sure he found a reasonably priced shopping cart […]