WSJ formual

Finding easy-to-follow formulas for your blog posts

“Are there writing formulas I can follow?” This question from one of my blogging class students popped into my head as I read a Wall Street Journal article. Find formulas in newspapers If you’re an analytical, formula-loving blogger, then turn your eyes to The Wall Street Journal or another newspaper. You’ll find great models there. […]

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 inbox

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 […]