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 […]
Mind mapping your way to client appreciation: An FPA article
Mind mapping has rescued me many times. “A mind map can be a complexity buster, translator, connector and simplifier,” as mentioned in the online blurb for the article discussed below. “Mission: Map a Better Client Value Relationship” describes how one advisor uses mind maps to help clients understand why they should pay for work other […]
How I managed my presentation-writing anxiety
I freak out every time I have to write a new presentation. Well, not literally, but my anxiety does run wild. However, I managed to tame my most recent jitters with an exercise from life coach Cheryl Richardson. In “Break the Spell,” Richardson says, “The minute you start worrying about something, stop and congratulate yourself […]