The Copywriter’s #1 Secret…Revealed
The basic lessons of copywriting deserve repeating. Krista Magidson, whom I met through one of my favorite LinkedIn Groups, reminds us of the importance of plain English. The Copywriter’s #1 Secret…Revealed By Krista Magidson You may be a financial planner extraordinaire or a wealth management wizard, but if you’re writing blog posts, emails, or […]
If you enjoyed “Investment Writing Top Tips 2013”
Boost the effectiveness of your marketing, social media, and writing with my Investment Writing Top Tips. You’ll receive it free via auto-responder when you sign up for my newsletter. If you like Top Tips… …please share a status update about my newsletter so more financial professionals can benefit from my practical advice. You can automatically […]
Shortmail.com: Inspiration, but poor choice for advisors
Financial advisors can learn something useful from Shortmail.com, a service that lets people refuse to receive emails more than 500 words in length. The lesson? Keep your emails short because that’s what your recipients prefer. Here’s an exercise you may find useful: copy-paste all of your outgoing emails for one day into a word […]
Reader challenge: How would YOU answer this challenge to client trust?
Ways to grow and retain your clients’ trust were the focus of Richard L. Peterson’s presentation to the CFA Institute’s Wealth Management conference on March 22, 2013. One of the methods he mentioned was “writing or forwarding articles for clients’ benefit,” which his firm’s research found was also associated with higher rates of business growth. […]
CFA Institute Wealth Management Conference 2013 notes
This is my report on information that caught my attention at the CFA Institute Wealth Management Conference. You can also read my post on Scott Welch’s presentation about client reporting or participate in the conversation about how to help clients deal with market volatility. The Hunt for Yield, the Municipal Bond Market, and Crossover Buyers–Cate […]