Blogging Q&A with Carolyn McClanahan
Carolyn McClanahan’s fearless sharing of her opinions across social media, including on her blog, spurred me to ask her to participate in my Q&A series with financial advisors who blog. She’s a great example of an advisor who communicates her passion about her topics, which include the intersection of medical and financial planning issues. Carolyn, […]
Repackage your blog posts to get more mileage out of them
Blogging takes time and energy, so naturally you want to get the biggest possible return on your investment (ROI). Repackaging helps you boost your ROI. I have experience with three kinds of repackaging that you may consider using. 1. Round-ups on your blog You can recycle your blog posts by linking to them in new […]
“Avoiding the Rush Hour”—Insights from an investment marketer
If you’re an investment marketer, you’ve struggled with last-minute rush projects. That’s why I’m delighted to have Cari Cardaci share five tips for “Avoiding the Rush Hour,” which she honed working as a marketing manager for global and U.S. institutional marketing teams and processes. I like her ideas about setting priorities and procedures before your […]
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 […]