Great ad copy from Wilmington Trust
“Learn about a great estate planning technique.” Would the preceding line attract your attention to an advertisement? Well, maybe if you’re a financial professional. But odds are most regular folks wouldn’t exclaim, “Yes! I must read this.” I like the Wilmington Trust ad shown with this blog post because it effectively says, “Learn about a […]
Guest post:”Using Story Telling to Educate Clients and Prospects”
Plenty of financial advisors write books to enhance their credibility. However, I don’t know many who have written fiction in their pursuit of a broader audience. In his guest post, Chuck Rylant explains why he turned to telling stories to reach clients and prospects. You may want to consider something similar for a blog post […]
Reader question: How can communicators manage difficult portfolio managers?
Investment communications professionals and portfolio managers don’t always see eye to eye on investment commentary, white papers, and other publications. But there are ways to manage your differences, especially if you set expectations before portfolio managers write or even propose publications. You asked, so I’m answering Some of my readers asked, “What you can do […]
Sign up NOW for my free webinar: “‘You’: The Secret of Great Blogs that Boost Your Readership.”
November 16 is the date of my first free public webinar, “You: The Secret of Great Blogs that Boost Your Readership.” You can sign up by clicking on the ATTEND button in the link below. If you sign up to receive my “Events” emails, you’ll receive timely reminders about this and other upcoming events.
NICSA General Membership Meeting in tweets and posts–#NICSAGMM
The NICSA General Membership Meeting on October 6 addressed challenges facing investment managers and their service providers. Compared to other industry conferences, it emphasizes the “back office” functions that support investment professionals. In this post I present some of what caught my attention at the conference–mostly information about regulation and marketing. The short statements are […]