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 […]
Using LinkedIn to boost your blog: “LinkedIn Groups Help Blog Posts Soar”
One of my best posts for bloggers seeking to grow their readership isn’t on my blog. I wrote “LinkedIn Groups Help Blog Posts Soar” as a guest post for the American Society of Business Publication Editors. It describes my accidental discovery of how sharing the right blog post with the right LinkedIn Group boosts your […]
Participants in Brag About Your Blog Day–Financial Advisor Edition
Some great bloggers have participated in Brag About Your Blog Day–Financial Advisor Edition on the Investment Writing Facebook page. In case you don’t visit Facebook, I’m listing them with links to their blogs. Thank you, participants! By the way, if I skipped your blog–or if your link needs updating–please let me know. The next Brag […]