The FVP — The Fee Value Proposition

Communicating fees to clients and prospects challenges many advisors. After an interesting LinkedIn exchange about fees with advisor Richard Rosso, I asked him to turn his comments into a blog post. I hope you’ll continue the conversation in the “Comments” or on social media. The FVP – The Fee Value Proposition By Richard Rosso, MS, […]

Raccoon in squirrel feeder

Do you want unexpected visitors to your blog?

The appearance of a raccoon on my squirrel feeder made me think. Just as a dried ear of corn on a nail drew an unintended masked guest, your financial blog may draw readers who don’t belong to your target audience. Is this good or bad? Are you still serving your target audience? If you’ve chosen […]

Follow the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients!

Last week marked the start of my month-long virtual book tour to promote my new book, Financial Blogging: How to Write Powerful Posts That Attract Clients. Here are links from my first week. Last week’s posts: “Ask questions of your readers: A great way to generate content that pops” on WiredAdvisor “4 Tips for Turning […]

Quantitative easing for regular folks: 3 lessons from The New York Times

“Quantitative easing” pops up regularly in economic and market commentary. The term conveys a lot to financial professionals who know the fine points of QE3 vs. QE1. However, it’s likely to make the average American say, “Huh?” This is why I suggest that you learn from newspapers when you discuss quantitative easing—or other technical terms—in […]

Video overview of the Investment Writing blog

In case you haven’t seen it, here’s a video overview of the Investment Writing blog. I think the folks at AdvisorTV did a really nice job.