My process for writing your financial white paper

How does the process work when you write a white paper? Prospective clients often ask this question. Here’s a chart that shows how I typically tackle a white paper. Of course, the process can be adapted to your needs. Questions? Ask away!

At LBJ's Texas White House

No batteries required: My favorite blogging technique

If you’re a blogger, you’ve probably struggled to find time to write. Me too. Blogging on vacation My favorite place to blog – and to develop a warehouse of posts – is on an unplugged vacation. In fact, I’m writing this post in black ink on a steno pad. My boxy printing and black ink […]

Reader challenge: Rewrite this sentence to make it more powerful

Are you up for a challenge? Try rewriting the following sentence to make it more powerful. Our firm has managed money for wealthy investors for 33 years.

White paper tactic: Advise prospects on how to choose a product or service

Educating your prospects can turn them into clients. This is especially true when you use white papers to “set the specifications” for hiring. White papers often feature a “how to choose a ____” section that advises readers a service or product offered by the company sponsoring the white paper. “If your marketing campaign teaches prospects […]

Pat Allen, a great resource for tracking asset managers’ social media

Pat Allen of Rock the Boat Marketing works for me. Well, not literally. No money changes hands. But Pat’s tracking and analysis of investment management companies spares me from the need to perform these tasks myself. Three things stand out for me about Pat’s online presence: News coverage Analysis Twitter lists 1. News coverage As […]