Social media as practiced by Brittney Castro, Cathy Curtis, and Jeff Rose
Financial advisors can win new clients from social media. Here are some of the highlights of what I heard from Brittney Castro, Cathy Curtis, and Jeff Rose in a social media panel moderated by Michael Kitces at FPA Experience in San Antonio in October 2012. Start conversations with prospects Social media is an inexpensive marketing […]
Email writers, boost your effectiveness with this quote
Think about your reader if you want your communications to get results. When you want the recipient of your email or letter to act on your information, heed the following advice from Lee Wood, as quoted by Kenneth W. Davis in The McGraw-Hill 36-Hour Course: Business Writing and Communication. …give me the information in […]
Carville’s advice to Romney applies to email writers, too
Democrat James Carville delivered debate advice to Mitt Romney when he addressed FPA Experience 2012 on Sept. 29, 2012. It was advice that I could have shared earlier that day in my FPA Experience presentation on “Writing Emails and Letters People Will Read.” “Don’t go there and try to make it about five things. Make […]
Your mother and the “fiscal cliff”
Talk to your mother before you use financial vocabulary in your communications. That’s one message I took away from “Guide to the Markets” presented by Andres Garcia-Amaya, a vice president with J.P. Morgan Funds, on September 29, 2012 at FPA Experience 2012 in San Antonio, Texas. Revealing talk with mom Garcia-Amaya recalled discussing the “fiscal […]
Bring your questions and writing implements to my FPA Experience session
You’ll get the most benefit from “Writing Emails and Letters People Will Read,” my September 29 presentation, if you bring your questions, writing implements, and a printout of my handout. I will ask you to write down some things so you can work on them in our interactive session. People learn best when they apply […]