Make your writing easier with my fill-in-the-blanks approach for structuring articles
Smart financial professionals often struggle to convert their ideas into compelling prose, losing readers in the first paragraph. If this sounds like you, you can benefit from my fill-in-the-blanks approach to write your introductory paragraph and structure your article, blog post, or other writing. Step 1: Identify three keys to your article This approach depends […]
Mind mapping technology for financial advisors
Technology can boost your effectiveness when you use mind mapping with your clients. Using a digital pen in client meetings will spare you the inefficiencies of an old-fashioned pen or pencil as well as the awkwardness of struggling with complex mapping software in front of your client. After the meeting, using software to make your […]
“Just do it” – LinkedIn status updates
I know many investment professionals who feel skittish about dipping their toes into social media. To them, I parrot Nike’s line: “Just do it.” LinkedIn is a great place to start. Try this experiment. Post a LinkedIn status update once a week for a month. See if you get any responses. Start by writing status […]
Unlock your presentation with the power of intention
If you sometimes struggle with creating presentations, you can overcome obstacles with the power of intention exercise I learned from my friend Elizabeth Clearwater of Santa Fe, N.M. One time, when I felt overwhelmed by starting to design a customized writing workshop for investment analysts, Elizabeth suggested I work through the process that I describe […]
Whiteboard video: If you want to add some visual interest
A video that only shows you speaking about a financial topic can get boring. This is why I suggest you add some visual elements. One way to boost your visual appeal to use a whiteboard, as Paddy Hirsch does. I discovered his video through a tweet by Cathy Curtis of Curtis Financial. Hirsch is senior […]