Techniques to boost your white paper’s visual appeal
“Do I need one exhibit per page in my white paper?” A prospect’s question prompted me to turn to a designer for a response. David Williams of Red Dart suggests that you use one graphic element rather than one exhibit per page, as he explains in his article below. David was highly recommended by two […]
Newsletters: Can you offer too much good stuff?
A newsletter can work with as little as one good article. While more articles may boost the number of clicks, my experience suggests that most people only sample longer newsletters. The bottom line? Don’t feel you need to push out a multi-article newsletter. Highest ROI for one-article newsletters You get the biggest bang for your […]
Writing: More specific is better until it’s not
Investment commentary writers often struggle to make their writing more concise. Sometimes being more precise helps. How to do it Here’s a before-and-after example: BEFORE: Value stocks outperformed growth stocks in the last month of the quarter. AFTER: Value stocks outperformed growth stocks in June. See the difference? I find many examples like this when […]
How to help your clients help their aging parents
Your clients’ communications with their aging parents can have a big impact on their peace of mind as well as their financial plan. A family meeting is one way to improve communications, as described by Bob Mauterstock of Gift of Communication in “Breaking Down the Barriers: Helping Your Clients Help Their Parents” at the annual conference […]
One topic per email, please
Limiting every email to one topic is the best way to ensure your message gets across. I’ve concluded this after some failed experiments in highlighting multiple topics. I list and number topics in my email subject lines. For example, 1) White paper draft; 2) invoice. This works most of the time, but not always. Some […]