"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 Can Write – Six easy tips to getting words from your head to your computer keyboard,” her article below.


Forget your old issues with writing, this is a new day and this is business.

  1. Ever hear of an outline? Outlines can take away some of your uncertainty when you do realize you have something to say.
  2. No one really likes grammar, so write short sentences and avoid all internal punctuation that you can.
  3. Have someone else read your document after you have gone through spell check. Often a word can be spelled correctly, but be the wrong word for the context. Familiarity breeds written errors.  That second set of eyes is extremely useful.
  4. Write in bullet points instead of sentences and paragraphs, where transitions are not needed. This engages the reader’s eyes better than run on sentences.
  5. Writing can be done if you tackle it when you are the freshest and work for only 10 minutes a day for several days. Outline and get the ideas down and then polish.
  6. 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.