Guest post: “Making Research Readable”
Investment research analysts can learn to write better. In his guest post, Joe Polidoro gives directors of research his advice on how to make this happen. I’m delighted to have met another advocate of good investment writing thanks to Twitter, where Joe tweets as @joepolidoro. Making Research Readable By Joe Polidoro Is it worthwhile, or […]
Six lessons from the CFA Institute’s conference tweets
You can learn some lessons for how to tweet a conference from the CFA Institute. It has done things right as it timed its Twitter debut to coincide with its annual conference. But there’s still room for improvement. Lesson 1: Deploy a team. The CFA Institute mobilized a team of 14 people to report on […]
Pull your white papers into the year 2010
Investment and wealth managers, you can get a lot more mileage out of your white papers today. How’s that? Don’t forget about the content once it’s up on your website. Reuse it using social media. Recycle as blog posts White paper content can be recycled into blog posts. In some cases, you can pluck a […]
Quick email tips for financial advisors and clients in my guest post
You can snare some quick tips for advisor-client email communications in my guest post for the KBK Wealth Connection blog. The tips boil down to Get to your point quickly Keep it short Organize clearly Visit Kathleen’s blog for more details. ____________________ Susan Weiner, CFA, writes and edits articles, white papers, blogs, investment commentary, […]
BNY Mellon: I liked your "truth ad" until you used that word
BNY Mellon Wealth Management has a catchy new print ad asking “Can you handle the truth?” I love the simplicity of “Can you handle the truth?” You can view one version of the ad on BNY Mellon’s website (no longer available). However, I first saw this family of ads in the print version of The […]