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 […]
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 […]