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.

I'm great

The State Farm approach to sales language

Self-congratulatory language doesn’t cut it in today’s marketing. Saying “I’m great” doesn’t make it so. In fact, as Michael Maslansky says in The Language of Trust, using superlatives to describe yourself or your company makes you less believable. Maslansky’s example of ads saying simply “State Farm is there” instead of “State Farm is the most […]

Goto Fumio

Dear husband, please stop

You can learn a writing lesson from my dear husband. It drives me crazy when he says to a restaurant’s hostess, “You don’t have a table for two, do you?” I nag him afterwards, saying “Ask a positive question, not a negative one! It’s easier for the listener to understand what you want.” The “go […]

5 tips for getting your experts’ cooperation when you need it

I heard high praise for the roundtable that investment marketer Anne Banks of gr8 communications moderated at the May 2013 PAICR RFP Symposium. Below you’ll find tips that will help you earn people’s cooperation whether you’re a financial advisor, marketer, or any person who relies on obtaining information from colleagues. I’m delighted to have had […]

Rethinking the traditional content process

John Refford’s tweets and posts about marketing technology caught my eye before I ever met him. I’m glad that Twitter connected us for some interesting conversations about the intersection between marketing, technology, and investments. At our last meeting, I thought, “I must ask John to guest-blog for me!” This post about content creation is the […]