Guest post: Why you want to announce your book with a press release

Writing and publishing a book takes a lot of work, so you should maximize your gains from it. This is why I invited my friend, book PR expert Sandy Beckwith, to guest-blog about press releases. By the way, I recently completed Sandy’s online class about book PR, which boosted my readiness to launch my blogging […]

"Financial Advice to Women: Attracting & Retaining High-Net-Worth Female Clients" by Kathleen Burns Kingsbury

3 ways to speak plainly while giving financial advice

I love plain English.  So I was delighted to find a section called “Speaking in Plain English” in How to Give Financial Advice to Women: Attracting & Retaining High-Net-Worth Female Clients by Kathleen Burns Kingsbury. I’ve known the author since at least 2010, when she guest-blogged for me about “Five Tips for Delivering Bad News […]

stuffed animal trying to climb over fence

Escape your fears: A writing topic for financial advisors

“That guy looks like he wants to escape,” I yelled to my husband. I was joking about the stuffed animal climbing up the fence along the Ashuwillticook bicycle trail. However, the sight made me think about how appealing escape is for most people. You can offer escape in your blog posts. To pick your topic, […]

David Lufkin

Guest post: What’s your Content Strategy? (You have one, right?)

David Lufkin is a financial writer and Internet marketing manager whom I’ve gotten to know through some interesting exchanges in LinkedIn Groups. He has been generous with input when I’ve posted questions, which encouraged me to ask him to guest-blog for me. David explains below how answering five key questions can help you create a […]

Your opinion on advisor vs. adviser?

Poll: Which social media tools are helping you win new business?

Almost 20% of advisors have gained a new client from social media, despite the limited social media involvement of many advisors, according to a press release from SEI, “SEI Survey: Advisors Start to Realize the Business Benefits of Social Media.” LinkedIn and Twitter have both contributed directly to my winning new clients. My active participation […]