How to add personality and warmth to your financial writing–Part one
Independent financial advisors find personality is a powerful marketing tool. It’s one thing that’s unique to you. However, it is not always easy to infuse your writing with personality. In this two-part post, I address five tools you can use to address a personality gap in your writing, starting with personal stories. 1. Personal stories […]
5 Things to Stop Doing in 2016
To improve your communications in 2016, I propose five things you should stop doing. If you’re making New Year’s resolutions, consider some of the items on my list to improve your relationships with clients, prospects, and referral sources. 1. Sending emails with missing or poorly written subject lines For starters, never send an email with […]
NAPFA Genesis email example and top lessons
NAPFA Genesis members and friends, thank you for participating in my recent webinar about writing effective emails! I have two things for you in this post. An example, with practical tips, of how to rewrite an email contributed by one of your NAPFA colleagues. A listing of the top lessons that you and your colleagues […]
Guest post: “Do Questions Make Good Titles?”
Do Questions Make Good Titles? By Ady Dewey In finance-related writing, it seems that titles posing questions are popular. Scan the news, or bloggers’ posts, on any given day and you’ll find queries as headlines. Is it an effective approach? It depends on the question. In my opinion, literal questions can be more successful than […]
Technology tip: How to create a low-tech virtual class
“How can I create a for-profit virtual class without spending lots of money?” Several people have asked me this question, so I figure it’s time for a blog post sharing my low-tech secrets. I’m no techno-geek. If I can manage the technology discussed here, so can you. None of it is outrageously expensive. In fact, […]