5 steps for rewriting your investment commentary
Investment commentary authors often know the markets well, but lack writing and editing expertise. After all, they’re earning big bucks to manage money, not to write. You don’t want me to run your portfolio, but I’ve learned some lessons about how to edit investment commentary. I’ve edited and written commentary for a diverse group of […]
Use LinkedIn to find prospects without being sleazy
“You are a mosquito in a nudist colony of opportunity,” said Kevin Knebl in his on-demand session on “LinkedIn for Huge Sales and Referrals Success!” at the NAPFA Spring Conference in May. He was referring to the opportunities that financial advisors—or anyone—can find using LinkedIn Sales Navigator. LinkedIn Sales Navigator is a paid service that […]
MISTAKE MONDAY for August 30: Can YOU spot what’s wrong?
Can you spot what’s wrong in the image below? Someone must have felt embarrassed after this got out. Please post your answer as a comment. I post these challenges to raise awareness of the importance of proofreading.
Improve your financial writing with these rules
Sometimes I find inspiration for my writing in unusual places. Most recently, it appeared in a newsletter from a professional organizer. Lorena Prime’s “7 Golden Rules of Organizing” made me think about how you can improve your financial writing skills. Rule 1. Be open to change It’s not easy to change your financial writing style […]
Nice analogy about large caps vs. small caps
I like this analogy from “A Rough Ride on the Risk Curve” from The Wall Street Journal: “Because of their deep balance sheets and diversified businesses, large caps can often ride out storms like cruise liners, while small caps are tossed about like sailboats.” A powerful analogy can persuade your audience when dry, rational arguments fail. […]