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 […]
Market commentary with wit and wisdom
Can you recommend sources of market commentary with wit and wisdom? This request from a reader inspired me to ask my social media colleagues for suggestions. Personally, I enjoy Off the Charts by Floyd Norris in The New York Times. If you’re a longtime reader of this blog, this may not surprise you. I’ve written several […]
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 […]
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 […]