Email vs. call vs. meeting with clients
Should you email clients or use some other form of communication? In my opinion, it depends on client preferences, the nature of your communications, your strengths as a communicator, and your schedule. My thanks go to @Tbmanning who raised this issue in response to my question about email challenges for advisors. Ask for client preferences […]
How advisor Rick Kahler uses an editor
As a financial advisor or investment professional, writing is not your focus. However, you can boost the reach and effectiveness of your writing with savvy use of an editor. I’m delighted that Rick Kahler of Kahler Financial was willing to discuss with me his experience with Kathleen Fox, the editor who helps with his books […]
Momentum Tricks for Bloggers
Everyone struggles to keep up with their blogging. It’s not only a problem for financial advisors, investment professionals, and the folks who support them. Writers grapple with this problem, too. Below my friend Laura Laing shares some of her tricks for keeping her momentum going, including picking themes in advance, working on her blog on […]
Celebrate National Grammar Day with me
Grammar is important. When used properly, it helps us communicate better. In honor of National Grammar Day, please join me on the Investment Writing Facebook page for Mistake Monday and check out some of my blog posts (see links below) related to grammar, punctuation, and style. Also, click on the National Grammar Day box […]
Bust the clutter in your writing!
My writing is better organized than my personal possessions, so I sometimes read books about organizing. But I unexpectedly found an insight for writers in Julie Morgenstern’s SHED Your Stuff, Change Your Life. Here’s the quote that caught my eye: Something doesn’t have to be disorganized to be clutter. A perfectly arranged dresser filled with […]