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 […]
Effective content marketing for financial technology companies
Life is harder for financial technology salespeople today. It’s not only the economy. It’s a change in how companies make decisions. They’re relying more on word-of-mouth and Internet research. As a result, buyers are waiting longer to speak with salespeople. Luckily for financial technology companies, Candyce Edelen of PropelGrowth has a thought leadership solution. Edelen […]
Independent vs. wirehouse approach to social media
Want to hear from two of the women who are pioneering social media use in financial services? Watch this webcast featuring Cathy Curtis of Curtis Financial, an independent advisor, and Lauren Boyman, director of social media for Morgan Stanley Smith Barney. The webcast was organized by LinkedIn. If you listen carefully, you’ll hear Curtis identify […]