Financial bloggers, your writing skill isn’t everything
Financial professionals who blog often wish they were better writers. Writing skill helps. But it’s not enough to make you stand out among the many financial planners and investment and wealth managers who blog. You also need to be distinctive. In “Only One Person Could Write That,” novelist Jeff Lindsay reinforces this point. “Good writing…comes […]
Guest post: “Creating Pitch Books Without Losing Your Mind: Design & Content Management Tips”
Margaret Patterson, the co-host on my recent webinar, is a financial pitch book expert. She has created sales support tools and provided production management expertise to numerous institutional asset managers and consultants, mutual fund companies, and wealth management advisors for 25 years. She shares her expertise in the guest post below, which originally appeared on […]
Guest Post: “Doctoring the Books—the Right Way”
Laura Matthews is an insightful and detail-oriented book doctor. I’ve seen her in action in my writing group. I also know one of her satisfied financial advisor clients. I’m delighted that Laura shares her perspective on book doctoring in this guest post. Doctoring the Books–the Right Way By Laura Matthews “Book doctor.” Sounds intimidating. Like […]
Reader challenge: How can investment and wealth managers apply this tip?
“You can differentiate yourself by communicating in a likable, authentic manner,” says author Sue Hershkowitz-Coore in Power Sales Writing. Her book emphasizes email communications. To write in a likable manner, the author suggests you use the following techniques: 1. Create a message that genuinely revolves around your prospect. 2. Use more you and your words […]
Mind mapping for brainstorming as a group
Mind mapping is a powerful tool for brainstorming. Without it, I’d find it much more difficult to write articles about complex topics. But mind mapping isn’t only for individuals. Groups can also harness its power. “I think mind mapping would be great for group brainstorming.” It’s funny, but members of the New York Society of […]