Reader challenge: Propose a new title for this commentary
Titles count. Especially in these days of search engine optimization, better known as SEO. But even without SEO, the quality of your blog post or article title can make a difference in your readership. Today’s Reader Challenge is coming up with a better title for a piece of published investment commentary: “The ‘Great Recalibration.’ ” […]
POLL: Which mind mapping solution works best for you?
Mind mapping is a powerful tool for brainstorming, analysis, and presentations. I know a handful of advisors and investment professionals who feel passionately about the value of mind mapping. I do, too. You can create mind maps with paper and pencil or on the computer. I prefer the old-fashioned way, so I asked some of […]
Usage tips for portfolio performance commentary writers
It’s almost time for quarter-end investment performance reporting. I have some tips for you. 1. Use the past tense. Why? Because portfolio performance commentary discusses historical performance. 2. Describe benchmarks’ key characteristics, when appropriate. The general public doesn’t know the difference between the S&P 500 and the S&P 400. They may think one is a […]
EARLY BIRD rate expires JUNE 22 for highly rated blogging class
Time is running out to register at the Early Bird rate for “How to Write Blog Posts People Will Read: A Self-Paced 5-Lesson Writing Class for Financial Advisors.” This rate, exclusively for my e-newsletter subscribers and clients, expires at 12 midnight on Wednesday, JUNE 22.You will find details about the class on the registration page. […]
Bullets can streamline your writing
Investment RFP writers–the folks who fill out those tiresome questionnaires called requests for proposals–sometimes get sloppy. Tight deadlines allow little time for copyediting. This before-and-after example shows how adding bullet points can streamline an RFP answer. The “after” example is also easier to skim. BEFORE editing Each month, you can expect a summary report via […]