Ideal quarterly investment letters: Meaningful, specific, and short
Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. These are the key conclusions I drew from my quarterly investment letter survey. Meaningful content “Clarity,” “insight,” and “candor” were the most popular answers to the question, “What’s the ONE WORD that best describes what investment managers should strive […]
InvestmentWriting.com is one of “7 Financial Advisory Blogs that Rock”
What a delight! The Investment Writing blog has been named one of “7 Financial Advisory Blogs that Rock” on the ClientWise blog. My blog was singled out for its “mission to bring clarity to the sometimes arcane and confusing world of financial writing, especially when done by financial advisors, investment advisors and wealth managers.” More […]
Have it your way: InvestmentWriting.com content
Your reading preferences may differ from those of my other readers. This is why I provide my content in different ways. You’ll find an overview below by delivery method. 1. E-newsletter offers three options including Weekly Tip My monthly e-newsletter provides links to my most recent blog posts. It also includes an exclusive report on […]
Identifying “WHAT PROBLEM does this blog post solve for them?”
“What problem do you solve for your clients?” Knowing what problem your blog post solves for your potential clients is one key to writing powerful blog posts. This is typically one of the hardest questions for students in my blogging class to answer when they fill out their Blog Post Preparation Worksheet. If you fall […]
Poll: Social media dilemma of “are” vs. “is”
Should “are” or “is” follow “social media”? In other words, is “social media” singular or plural? Please vote on the poll in the right-hand column of this blog. For a sense of the arguments, please read the Facebook postings copied below, which I’ve posted with the authors’ permission. By the way, this month’s poll was […]