Top 10 tips for CFA charterholders considering freelance writing
If you’re a CFA charterholder considering a freelance writing career, here’s advice from Omar Bassal, CFA. Omar is the head of asset management at NBK Capital, a freelance writer, and the author of Swing Trading for Dummies. I’m posting Omar’s article as part of my preparation for a panel on “Alternative Careers for CFA Charterholders” […]
"3 Reasons Why Your White Papers Might Fail to Bring in New Business "
Winton Churchill offered three “Reasons Why Your White Papers Might Fail to Bring in New Business” in a White Paper Source post that’s no longer online. But his reasons are still relevant. I list his reasons below and give my take on how they apply to the investment business. “#1. Preaching to the choir“: For […]
Financial planning firm benefits from Twitter
Are you struggling to figure out how Twitter micro-blogging can help you as a financial advisor? In “Yes, Twitter Can Help Financial Planners,” Bill Winterberg blogs about how using Twitter helped his firm do a better job of ensuring their tax loss harvesting is executed without errors. Twitter brought him a solution to a pesky […]
Lesson from a headline, "A 30-Year Treasury Bond: Probably One of the Most Dangerous Investments You Could Make"
“A 30-Year Treasury Bond: Probably One of the Most Dangerous Investments You Could Make” is a great headline. It’s also a great topic. Why? Because it challenges the average person’s idea of what’s a safe investment. Turning a common idea on its head will attract readers. In this case, it will also do them a […]
"Narrow slice" article topics are better
An article that covers a topic exhaustively can exhaust the reader. Writing about a narrow slice of that topic can be much more engaging. This quote by New York Times health columnist Tara Parker-Pope, in Maura Casey’s “Tips, Tricks & Rewards of Writing Short,” makes a similar point: “Kitchen sink stories do too much…. If […]