Your email subject lines make a world of difference

A simple subject line can make or break the open rate for your emails. Would you click on an email with the following subject line? Subject: =?windows-1252?Q?Conference=20Planning=20Survey?= I’m probably not alone in my instinct to trash this email. I figured it was probably the work of an unsophisticated spammer. Looking at the snippet of email […]

Social media: How to succeed in 30 minutes a day

LinkedIn, Facebook, and Twitter are powerful marketing tools for financial advisors. But they could easily consume you 24 hours a day. This is why I suggest you learn from 30-Minute Social Media Marketing by marketer Susan Gunelius. Cover these four areas for success Gunelius offers sample plans for achieving social media success in just 30 […]

Financial writing tip: Don’t ignore the elephant in the room

Don’t write about something controversial as if it is an accepted fact. “Research has shown that the most active managers can beat their benchmarks handily,” wrote Eleanor Laise in “The Return of The Market-Beating Fund Manager” in The Wall Street Journal. Oh, really? Many financial advisors and investment professionals disagree. Laise should have acknowledged that […]

Defining investment outperformance: You’ve got strong opinions

You don’t agree on how to define outperformance by stock funds, the focus of my latest poll. You expressed your disagreement in votes as well as in your comments on my blog post, some of which I’ve quoted verbatim below. Outperformance poll results Almost 30% of you said that an advantage of even one basis […]

Best practices for institutional asset manager websites–Can you add anything?

Best practices for institutional asset manager websites don’t get as much attention as retail sites in the blogosphere. So I’m asking all you seasoned institutional marketing experts to help compile a list of best practices. In this post, designer Margaret Patterson offers tips on firm-specific information, educational content, and search optimization for institutional investment management […]