It’s okay to blog about your company–sometimes
While a business blog should focus on its clients, it’s okay to write about your company sometimes. After all, your clients and prospects want to know that they can trust you. I was reminded of this when reading the “identity content” section of Born to Blog: Building Your Blog for Personal and Business Success One Post […]
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 […]