Marketing communication notes from #fpaexperience
Here are some highlights from sessions I attended at FPA Experience 2012, the Financial Planning Association’s annual conference, in San Antonio, Texas. You’ll notice my notes focus on marketing and communication, even when that wasn’t the speaker’s focus. Client engagement, according to Julie Littlechild Truly engaged clients are the clients who will refer business to […]
If you missed my email presentation at FPA Experience 2012…
Tips for writing effective emails were the focus of AdvisorOne’s interview with me, which appeared the week before my presentation to FPA Experience 2012 in San Antonio, Texas. If you missed my presentation, you can still get my advice in “Are Clients Deleting Your Emails?” on the AdvisorOne website. Want to learn more about writing […]
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 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 […]