Entries by Correna Wood

Guest bloggers: 2013 in review

I’m thankful for the knowledgeable and talented professionals who have contributed guest posts to my blog this year. Here’s a list of guest posts, with links to the bloggers’ websites and Twitter accounts. Blogging Do longer articles really get shared more often? by Angelique Geehan Momentum Tricks for Bloggers by Laura Laing (@MathforGrownups) Communication 5 Tips for getting your experts’ […]

Q&A with Michael Kitces of Nerd’s Eye View

Blogging can help advisors attract and retain clients. I’ve decided to collect stories from advisors that illustrate this. I’m starting a Q&A series with a contribution by Michael Kitces author of the Nerd’s Eye View blog and Pinnacle Advisory Group. Blogging has brought him more visibility, which has “helped to bring clients and cement relationships […]

Make your email links pop or lose clicks

I wanted to watch the video. I really did. But I couldn’t find the link to the video in the email. To get the most benefit from your emails, you need to make your links prominent. Color and underline My online experiences have conditioned me to click on links that are underlined, with text colored […]

Week 5 of the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients

To see what you missed on the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients, please click the links below. Past week’s posts: Four Things Advisers Are Getting Right with Their Marketing on ClientsFirst Learn What Works in Winning Clients on Trust Company of America Write like a smart Cape Cod cyclist […]

Week 4 of the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients

To see what you missed on the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients, please click the links below. Last week’s posts: Write Social Media Updates with Confidence on Zywave 9 Ways A Virtual Assistant Can Streamline Your Financial Advisor Blogging on Nerd’s Eye View Write so technical topics are […]

The Future of Marketing is a Newsroom Mentality

Investment management marketing is taking forms that were inconceivable a decade ago. For a peek at what some fund firms are doing, I’m delighted to share “The Future of Marketing is a Newsroom Mentality,” with the permission of Ignites Distribution Research, where this article is normally behind a paywall. Since this article was originally reported, […]

Week 3 of the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients

To see what you missed on the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients, please click the links below. Last week’s posts: Legal Dangers for Financial Bloggers on AdvisorAssist An Interview with Susan Weiner on Her New Book: Financial Blogging on The Prosperous Advisor Is blogging for you?—3 questions to help […]

Week 2 of the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients

To see what you missed on the virtual book tour for Financial Blogging: How to Write Powerful Posts That Attract Clients, please click the links below. Last week’s posts: 4 Ways to Get Your Reluctant Portfolio Managers Blogging on Rock The Boat Marketing 3 Ways Your Blog Can Win Referrals from Financial Professionals on ByAllAccounts 6 tech tools that […]

The FVP — The Fee Value Proposition

Communicating fees to clients and prospects challenges many advisors. After an interesting LinkedIn exchange about fees with advisor Richard Rosso, I asked him to turn his comments into a blog post. I hope you’ll continue the conversation in the “Comments” or on social media. The FVP – The Fee Value Proposition By Richard Rosso, MS, […]