Tips for streamlining your writing from the Word Wise blog

Shorter is almost always better when you write. Check out “One (Isn’t) the Loneliest Number,” a list of phrases that can be replaced with a single word, from Dan Santow’s Word Wise blog. It’ll teach you to use words like “now” instead of “at the present time” or “at this point in time.”

Would you "robo call" your financial planning clients?

I wouldn’t. I winced when I saw “robo calls” among the crisis communications tools recommended by a marketer who shall remain anonymous. This person suggested using robo calls to invite financial planning clients to a quickly organized meeting or conference call at a time of crisis. Robo calls. Those automated, pre-recorded phone messages that jam […]

"Making Sense of the Dollar"

The U.S. economy is in better shape than you think. It may even start coming back in the second half of 2009, and the dollar will end 2009 higher versus the euro and yen. At least, that’s the optimistic outlook Marc Chandler, Brown Bothers Harriman’s global head of currency, set forth in his keynote address […]

Take advantage of a 20% discount on the Managing Retirement Income conference

You can save 20% on your registration for the conference on “Managing Retirement Income: Creating Solutions to Manage Downside Risk and Adapting Strategies to Preserve Retirement Income in a Shifting Economy” that will be held in Boston, Feb. 9 to Feb. 12.  The discount code should automatically fill when you click on the link above. […]

"50 Things Your Customers Wish You Knew"

“50 Things Your Customers Wish You Knew” by Sonia Simone  on the Remarkable Communication blog gives you some great insights into your clients. Client opinion #10 is: “I don’t understand a lot of the messages you send me. Can you make them clearer?” That resonates with me. I wonder about #16, “The wealthier I get, […]