Email attachment tip: Do as I say, not as I do
If you’ve ever received an email that’s missing the promised attachment, you know how annoying that can be. Now imagine, it’s your client or prospect who receives that email minus the attachment. Your email may arrive at a time when they’re ready to download and act on your attachment. If it’s not there, you risk […]
Looks matter when you present numbers, says “Painting with Numbers” author
Numbers are critical when financial professionals communicate with the clients and colleagues. However, poorly crafted communications with numbers can sabotage you. Randall Bolten’s Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You will improve your effectiveness. I was particularly taken with Bolten’s chapter called “Looks Matter.” As Bolten says, your use […]
Investment commentary – How do you keep it fresh?
How do you keep your investment commentary fresh quarter after quarter? This is especially challenging for writers who cover a narrowly defined investment strategy and lack the freedom to go off on tangents. I’m thinking about writers of institutional investment performance commentaries rather than writers of high-net-worth quarterly client letters. Solution 1. Express an opinion […]
Tackling Vitriol in Your Digital Spaces
Blane Warrene has contributed a great deal to the spread of social media among financial advisors—both in terms of educating advisors and developing technology for social media archiving. In this guest post, he suggests techniques for handling nasty comments on social media websites where you have some control over what gets posted. Tackling Vitriol in […]
Asking reporters to send questions in advance
Working with reporters is easier and more productive when you understand how they work. You can ask reporters to send you questions before an interview. However, please don’t insist they do so, unless you want to sacrifice your opportunities. Many reporters refuse to send questions in advance. They fear it’ll destroy your spontaneity. Plus, they […]