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 […]
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 […]