Entries by Susan Weiner, CFA

4 financial blog post ideas from a writing teacher

Writing teacher Roger Rosenblatt’s essay assignments inspired me with ideas for your blog posts. He has had students write essays in each of the formats listed below, as he wrote in Unless It Moves the Human Heart: The Craft and Art of Writing. 1. Menu How could you adopt a menu to a blog post? For […]

My 2017 reading, with book recommendations for you

Here are some of the books I read (or referred to) in 2017, divided by categories. The starred books are books that I refer to in 2017 blog posts, some of which haven’t been published yet. Biography/autobiography * Bossypants by Tina Fey * Turner: the extraordinary life and momentous times of J.M.W. Turner by Franny Moyle […]

Narrower is better for social sharing

If you’re a regular reader of this blog—or if you’ve read Financial Blogging—you know that I’m a big fan of tightly defining your target audience when you sell your services. That’s also important when you want people to share your content, according to Jonah Berger in Contagious: Why Things Catch On. Berger says: You might think that […]

Bond market commentary rewrite

The best bond market commentary is written so its writing style doesn’t interfere with readers’ understanding of the content. Here’s a screen shot of some bond market commentary that I received via email in November. It could use some help. (By the way, I’m not out to embarrass anybody. Before I started critiquing this piece, […]

Don’t wait for perfection

The show must go on. That applies to your blog, too. In Bossypants, comedian Tina Fey quotes Saturday Night Live producer Lorne Michels as saying, “The show doesn’t go on because it’s ready; it goes on because it’s 11:30.” As Fey says about writing comedy, “…it’s a great lesson about not being too precious about […]

Canned newsletters can hurt your marketing

It takes time to write, format, and distribute newsletters. That’s why many of you turn to providers of canned newsletter content. It saves time when you must do nothing more than drop in your name, contact information, logo, and maybe your photo and some disclosures. Canned newsletters like this can save you time. But they […]

Shall vs. will–which is best?

“When should I use ‘shall’ instead of ‘will’? ” I confess that this reader question stumped me. I can’t remember ever using the word “shall.” The question spurred me to do some research on the topic of shall vs. will. First person vs. second or third person A Grammar Girl post on “‘Shall’ Versus ‘Will‘” […]

Communicate with your clients about their legacy

When you’re a financial advisor, you can deepen your relationship with clients when you learn more about their values and the legacy they’d like to leave. That’s one of the reasons Kathleen Burns Kingsbury encourages you to conduct legacy conversations with your clients. She suggests a list of questions in her book, Breaking Money Silence: How […]