Entries by Susan Weiner, CFA

Have you ever…?

Have you ever struggled to interest a prospective client in your investment, wealth management, or financial planning services? It’s not easy. When speaking with prospects, a good “have you ever” question can help you to engage them in a two-way conversation. If you touch on a topic that means something to them, you’ll learn information […]

Don’t give up on being different

Do you worry that nothing can make your writing stand out from the rest of the pack? Here’s some inspiration for you from Roger Rosenblatt’s Unless It Moves the Human Heart: The Craft and Art of Writing: Eventually, we all tell the same stories, yet none of our stories sound like anyone else’s. Think of your […]

Webinar lessons from my annual webinars

Mastering the technology for my first webinar in 2014 was hell, as I have shared in “Tech tips for your educational webinar—learn from my experience.” Things have gotten easier since then, especially because I’ve stuck with GoToWebinar, but things can still go wrong. If you’re an infrequent webinar presenter like me, you can learn from […]

Out-of-office auto-reply: vacation necessity?

It’s summertime. Vacations abound, so you’d think that out-of-office auto-reply emails would be just as numerous. Think again. It seems as if they’re on the decline, just like the length of time that we see the sun now that we’ve passed the summer solstice. That’s frustrating for people like me. We could adjust our plans if […]

Writers, do you know when something’s wrong?

As a writer, can you recognize when something you’ve written doesn’t work? In Unless It Moves the Human Heart: The Craft and Art of Writing, Roger Rosenblatt says: Good writers always know when something is wrong with a piece. They may kid themselves for a while, but the mistake eats at them until they have […]

How I named my website—and the lessons for you

I’m reading One Perfect Pitch: How to Sell Your Idea, Your Product, Your Business—or Yourself. Author Marie Perruchet says, “Very often, a startup’s name tells much more about the company’s story.” That made me wonder, what does my naming story say—and what lessons might it offer for naming your financial services firm? Here are my lessons […]

Top posts from 2017’s second quarter

Check out my top posts from the second quarter! They’re a mix of practical tips on marketing (#1, 6, 7), writing (#4, 5, 9, 10), blogging (#3, 10), newsletters (#2), compliance (#3), and investment commentary (#8). Here’s my list of posts that attracted the most views during the second quarter. Be specific about your advantages, […]

Dare to be different in your financial marketing

The Robolights house grabbed my attention. Its colorful sculptures stood out as my husband and I bicycled around the sleek modernist houses of Palm Springs’ Movie Colony neighborhood. We were just one block away from Frank Sinatra’s house, where we glimpsed the pool side entrance as men set up for a party. We’d been biking […]

Editing tool: the Writer’s Diet

It’s hard to be objective about your own writing. I know that’s true for me. That’s why editing tools, like the Writer’s Diet, can help. Writer’s Diet editing tool shows weaknesses The Writer’s Diet is a free, online tool that assesses what you enter into its text box. It evaluates your use of verbs, nouns, […]

My suspicion about “best” lists

I’m grateful to be named occasionally to “best” lists that circulate via social media. I’m also a bit suspicious. I imagine that many of the list creators are sincere. I get that sense, especially when they don’t describe me with a blurb drawn word for word from my website. On the other hand, I suspect […]