FPA Connect – a secret weapon to improve your writing?
The Financial Planning Association of Colorado inspired this tip, as a result of my speaking there in April 2014. The tip? If you’re a Financial Planning Association member struggling to find plain language to explain a technical term, ask your colleagues on FPA Connect for help. If you’re not an FPA member, tap other organizations […]
How to live-tweet a financial conference
Live-tweeting a financial conference—tweeting as you attend the sessions—can reward you as well as the conference organizers and speakers. Do it right to maximize your benefits. Why live-tweet? Live-tweeting offers both personal and professional benefits. Personally, I find that I listen better when I take notes on a presentation. Live-tweeting is a form of note-taking, […]
Top 3 Compliance Concerns When Writing Your Blog
Compliance expert Cindi Hill very kindly reviewed the compliance section of my Financial Blogging book from the perspective of a registered investment advisor (RIA). I’m delighted to share her guest post on compliance and your blog. It seems to me that most of her advice also applies to other forms of advisor writing that might […]
Confessions of a lousy writer—and 6 tips for you
I was a lousy writer. It’s true. I wince when I read selections from my Ph.D. thesis, Bureaucracy and Politics in the 1930s: The Career of Goto Fumio. Wordy sentences and examples of the passive voice abound. However, over the many years since I earned my doctorate from Harvard, I’ve revamped my style, using techniques […]
Blogging Q&A with advisor Lazetta Rainey Braxton
Lazetta Rainey Braxton’s plainspoken style makes her writing very appealing. She notes that writing about basic financial planning topics has “attracted DIY clients who are ready to deepen their financial planning efforts.” Her blogging experience also shows the value of sharing your content in different places, including distribution through the CNBC Digital Financial Advisor Council […]