Ssh, don’t tell my husband: A writing tip
I love Floyd Norris, the “Off the Charts” columnist for The New York Times. That’s what you shouldn’t tell my husband. However, if you’re an investment professional or financial advisor who writes, you should love him, too. Why? Because he writes clearly and in an engaging manner about markets and the economy. You can find […]
Email subject lines: How to handle boring disclosures
What subject line should you use when you send clients a disclosure via email? This question came up came up when I spoke to the Financial Planning Association of Massachusetts in 2013. The problem: Losing your clients’ attention You send some emails because you need to move clients to action. Others, such as disclosures required […]
Blogging question: Can my researcher do interviews?
My blog readers sometimes ask questions that could help you. For example, a reader asked me about having an assistant help her with research for a blog post. Can my assistant interview people for my blog posts? Here’s what my reader asked. I’ve removed information that might identify the questioner. I’d love your opinion on […]
Tech tips for your educational webinar–Learn from my experience
Webinars can be a great way to educate clients and prospects. However, managing the technology can be a big hassle. I experienced that stress when I hosted a webinar, “How to Write Investment Commentary People Will Read,” in June 2014. I’m sharing what I learned so you don’t have to struggle as much as I […]
Ask your reader’s questions, says Donald Murray
When you write, ask the questions your readers want answered, as journalist Donald M. Murray suggests in Writing to Deadline: The Journalist at Work. Murray found that the most important questions …were not the questions I wanted to ask or even the questions my editor told me to ask. They were the questions that the […]