Poll: Should institutional investment managers be likable?
Writing likable emails can help you and your firm differentiate yourselves, as I discussed in “Reader challenge: How can investment and wealth managers apply this tip?” However, institutional investment managers’ emails aren’t known for likability. In fact, they’re more apt to be formal and impersonal. They may feel this suits their corporate personalities as portfolio […]
5 tips for picking powerful blog post titles
Strong titles attract readers to your blog posts. On the other hand, weak titles will deter readers from delving into your content. As Brian Clark of Copyblogger.com says, “On average, 8 out of 10 people will read headline copy, but only 2 out of 10 will read the rest.” Also, titles play a big role […]
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 […]