Top 5 financial white paper mistakes that sabotage your results
I’ve seen many white papers fail to attract and educate readers. That’s often because they make the top five financial white paper mistakes. 1. They discuss a topic, not a problem. Bad white papers fail to identify a point and to proceed toward it. In contrast, the best white papers tackle a problem—and offer a […]
Who’s writing the great investment content?
Content is king. Asset managers increasingly agree with this statement. But many lack the resources to write great investment content. My gut feeling about this was reinforced by the results of a survey conducted by the Mutual Fund Education Alliance and Back Bay Communications. One finding, according to the press release: Less than a quarter […]
Naming your financial blog–Is it necessary?
“Does my blog need a name?” Typically my answer is “no,” but there are cases when naming your financial blog can pay off. Answer the questions below to understand whether your blog needs a name. Question 1. Is your blog separate from your company’s website? If your blog is separate from your company’s website, then […]
Style guidelines for financial services firms
Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm? It can be distracting if writing styles are inconsistent within and across documents published by your firm. For example, is it “counterparty” in the […]
Fonts: By the numbers
The look of your financial reports makes a difference in the effectiveness of your communication. Fonts are part of your toolkit, as Professor Joyce Walsh explains in her guest post. Fonts: By the numbers By Professor Joyce Walsh, Boston University, College of Communication For financial professionals, numbers are the heart and soul of client communications. […]