Writing tip: Pop the balloon or make it your focus
A stroll along San Antonio’s River Walk inspired this writing tip because an out-of-place detail grabbed my eye. A white balloon bobbed along the surface of the river. Once I spotted the balloon, I couldn’t see anything else. Not pale gray stone walls. Not the greens or browns of shrubs and trees. Not the pale […]
BNY Mellon says “no” to “staying the course”
“Staying the course” is classic advice from investment and wealth managers, so I was surprised to see BNY Mellon Wealth Management challenge this adage as part of its “truth” advertising campaign. “Staying the course is like navigating a new world with an old map,” says the headline of the BNY Wealth Management ad, which I […]
Guest post: “Why use a mind map with clients?”
A mind map can be a great tool for communicating with your financial planning or wealth management clients. Some people absorb information better in visual than written form. Even word geeks like me find mind maps useful. So I’m happy to have Alex Murguia, managing principal of McLean Asset Management, explain how you can benefit […]
Information density: Weakness or strength?
Are you hitting the right level of information density in your writing? “Often white papers on technical subjects written for an executive audience have…too much technical detail,” says Robert Bly in The White Paper Marketing Handbook: How to Generate More Leads and Sales with White Papers, Special Reports, Booklets, and CDs (p.16.) Bly’s comment made […]
Poll: How well do your clients know YOU?
You picked the topic of my new poll about you and your clients. Well, maybe you personally didn’t pick it, but you may have. One of my Facebook friends proposed my latest poll question in response to my asking on Facebook for poll ideas. I’m not sure which of them proposed it, but this person’s […]