Entries by Susan Weiner, CFA

Quotation websites for your writing

“What quotation websites do you recommend?” A friend’s question in response to my discussion of “Famous quotes make your commentary memorable” prompted me to ask my virtual assistant to research quotation websites. I’m sharing the results of her research, along with my ideas for other ways to find quotes to spice up your writing. Quotation […]

Use Trello to manage your VA’s marketing help

If you’re a solopreneur like me, you may hire a virtual assistant (VA) to help with routine tasks like marketing. As your VA’s tasks multiply, the two of you may have trouble tracking them. You may find yourself searching for an email trail or wondering if you’ve told your VA about a specific task. That’s […]

Top posts from 2017’s first quarter

Check out my top posts from the first quarter! They’re a mix of practical tips on investment commentary (#1), marketing (#2, 3), public relations (#4, 7), writing (#1, 5, 10), email (#6, 7), and blogging (#8, 9). My post about words to avoid (#1) seemed to resonate the most with readers. It also spurred comments […]

Fixing compliance issues with comments on your LinkedIn Pulse posts

More financial professionals are blogging on LinkedIn Pulse, LinkedIn’s blogging platform. Sometimes this raises compliance issues that you may not know how to fix. Compliance issues for content that you post are easy to handle. But what about compliance issues with other people’s comments on your LinkedIn Pulse posts? Compliance issues for content that you […]

Writers, prepare for National Stress Awareness Month!

Do you enjoy stress? I don’t think so. That’s why National Stress Awareness Month exists. During April, health professionals strive “to inform people about the dangers of stress, successful coping strategies, and harmful misconceptions about stress that are prevalent in our society,” according to the promoters’ official website. Thinking about sources of stress for writers, […]

Writing an email help request that gets results

“I NEED HELP!” This line will get your email recipient’s attention. But email help requests that sound this desperate won’t get the results you seek. Nor will requests that are too subtle. Strike a balance to achieve the best results. Let me illustrate what works—and what doesn’t—with a before-and-after example of a financial professional’s email […]

Marketing lesson from clashing clocks

I’m a regular at my gym. I go there to use the elliptical machine, work out with free weights, and take spinning classes. But sometimes I learn lessons that have nothing to do with exercise—like the lesson of the clashing clocks. For years, my gym has had two wall clocks facing each other. One was […]

4 reasons learning to blog helps CFA charterholders

CFA candidates and charterholders have great quantitative and analytical skills, so why should they care about learning to blog? The ability to write a great blog post matters because good writing skills will carry you far in your career—and life in general. There are four reasons that learning to blog helps CFA charterholders at all […]