Make your webinar a magnet for audience participation

If you’re planning your first webinar, don’t forget to plan for audience participation. People who participate learn more and will give you better evaluations. I first learned this when I developed and led custom workshops on “How to Do Business with the Japanese” back in the 1980s. My financial writing workshops have only reinforced this […]

Quarterly investment letters–Tell me “What makes them great?”

Quarterly investment letters are central to many asset managers’ communications with their clients. That’s why I’m asking your help in defining what makes them great. Please answer my six-question survey (NOTE: I’ve removed the link to this expired survey]. I’ll report on the results in a future blog post. You inspired me. Thanks! Investment professionals […]

You vs me — or we: A rant on financial marketing

Investment and wealth management executives like to talk about themselves. Who doesn’t? But this hurts their firms when it’s reflected in their marketing. What financial advisors say about you vs. me–or we A group of financial professionals helped me test my belief that talking about “you,” the audience, is more powerful than discussing “me”–or, by […]

Sales letter model: You are exceptional, but…

I found inspiration for a model sales letter in the introduction to “How to Get to the Top and Stay There: 10 Strategies for Developing a Multiplier Mindset,” a free report available from Dan Sullivan of The Strategic Coach. The formula goes like this: Paragraph 1: As a [fill-in-the-blank], you are exceptional… Paragraph 2: Like […]

“Cut Adjective and Adverb Clutter,” says Booher

Minimize your use of adjectives and adverbs to communicate more effectively, suggests Dianna Booher in Communicate with Confidence! Instead, rely on nouns and verbs to convey your message. Booher illustrates the power of her recommendation by comparing the following two sentences: Haste makes waste. Too much speed in carrying out tasks results in extra time […]