Wells Fargo Advisors ad gets the focus right
Financial advisors often struggle to communicate the value they offer to clients. I think Wells Fargo Advisors nailed it with an ad I saw in The Wall Street Journal (p. A5 on Dec. 29). The image above is excerpted from that ad. Four things make this ad powerful, in my opinion. 1. Emphasis on the […]
Useful social media information from “The Social Customer”
Adam Metz’ book, The Social Customer, targets companies with 1,000+ employees, but some of its social media information is useful for companies of all sizes. This is true of the chapter on “The Social Customers and the Law.” Financial advisors tend to focus their legal concerns on laws specific to their industry. However, other laws […]
Most popular 2011 Investment Writing posts
Google Analytics revealed my most popular blog posts of 2011. Wordle.net created the image of the most popular words in this top 10 post. Enjoy! Writing resources for equity research analysts–There are some specialized resources for analysts. My fill-in-the-blanks approach for structuring articles–Bloggers can use this powerful technique to quickly produce a post. Career strategies […]
Guest post: “A Magazine Editor’s Top Tips for Improving Advisors’ Writing”
Morningstar is a company that values good writing as well as robust content. So I’m delighted to have Ryun Patterson, managing editor of Morningstar Advisor, as a guest blogger with some great tips to help advisors improve their writing. A Magazine Editor’s Top Tips for Improving Advisors’ Writing By Ryun Patterson As our team assembles […]
Social media lessons from my last singles dance
The last singles dance I attended taught me a lesson that has served me well with social media. The lesson? Don’t always trust your gut reaction. The cute man whom I glimpsed across the dance floor at Boston’s Parker House Hotel looked way too young for me, so I mentally crossed him off my list. […]