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 […]
How Merrill Lynch and US Trust stay relevant to clients, according to Justine Metz
Bank of America’s business units, Merrill Lynch and US Trust, needed to rebuild their reputations following the financial crisis. Justine Metz, marketing and sales support executive for global wealth management & investment at Bank of America, outlined the business units’ approach in her September 18 presentation to the Financial Communications Society (FCS) in Boston. Metz […]
Reader challenge: Your favorite tool for investment commentary?
Investment commentary is a key component of client communications for many asset managers and financial advisors. Having the right tools can make your life easier, so let’s share information about them. Share your favorite tool below What’s YOUR favorite tool for creating commentary? Please share your top choice in the comments section below. Any kind […]
Monetary policy in plain English–Can you do better?
Monetary policy. If you’re a financial advisor or investment manager, you know exactly what that means. But what about your clients and other readers of your communications? Do they get it? Sometimes it’s useful to give a brief explanation of technical terms, as I described in “How to make one quarterly letter fit clients at […]
4 tips for reading your audience at conferences
When I prepared to speak at a Financial Planning Association national conference, the following quote caught my eye: You don’t have good or bad audiences. You have audiences you read or you fail to read. -Richard Hall, Brilliant presentations: What the best presenters know, say and do This made me think about how to read […]