"You Can Write – Six easy tips to getting words from your head to your computer keyboard"

Financial advisors need to write to their clients. It’s an essential part of marketing. “Phone conversations are fleeting and cannot be handed as a referral to a friend in the same way that a piece of written material can be passed on,” as PR consultant Beth Chapman of Ink & Air points out in “You […]

Cheer up your clients with views of Dallas Fed authors

Has the economy got your clients feeling blue?  Cheer them up with some statistics from “How Are We Doing,” an article by W. Michael Cox and Richard Alm of the Federal Reserve Bank of Dallas. For example, over the past 20 years, “in terms of time worked at the average pay rate, the real cost […]

How to publicize your white paper using LinkedIn

You can leverage LinkedIn to publicize your white paper. It won’t cost you anything more than the time it takes to write a LinkedIn Question. “Free White Paper: A Step-by-Step Guide to Producing High Quality Case Studies.”  That’s what Toby Younis put in the headline as his “question.” Okay, so it’s not really a question. […]

Are buy-side analysts inferior?

Buy-side analysts aren’t as good as sell-side analysts. At least not in the opinion of some researchers. “…buy-side analysts made more optimistic and less accurate forecasts than their counterparts on the sell side,” according to “Buy-Side vs. Sell-Side Analysts’ Earnings Forecasts,” an article by Boris Groysberg, Paul Healy, and Craig Chapman of Harvard Business School […]

"Let Content Determine Podcast Length"

The best podcasts tend to run 5-7 minutes long, according to “Let Content Determine Podcast Length” on MarketingSherpa (paid registration may be required for article access). However, longer podcasts can work if the content is compelling. Another key characteristic:  they focus on one topic.  So, if you’re considering adding podcasts to your menu of investment […]