Entries by Susan Weiner, CFA

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 […]

Personalized subject lines can backfire in emails

A good personalized subject line can boost your results. But mess up the personalization, and you’ll lose. It’s great to tweak your email subject line to appeal to a specific recipient. For example, if you know the recipient’s hot button, include it in the subject line. Another approach is to name the person or their […]

5 ways blog posts are like tulips

I love tulips. But for years I didn’t grow any because my backyard squirrels dug them up and ate them. I finally figured out that my front yard was a safe place for tulips, so I planted some. As a result, when a writing exercise suggested thinking about red tulips, I was interested. The red […]

When do you push proper usage on your writing clients?

Some battles over proper usage in writing are worth fighting. Others are not. When should you push your clients on proper usage? If you write or edit for investment, wealth management, or other financial services firms, you’re likely to grapple with this question. By the way, when I say “usage,” I refer to a host […]

Financial PR opportunities for professionals–and they’re free

Everybody likes to get something for free. That includes free financial PR opportunities suitable for financial advisors and other financial professionals. Your first stop in looking for free PR should be the professional associations that you belong to. Back when I reported for trade publications, I relied heavily on those associations to find me experts […]

10-minute boosts for your financial content marketing

Financial content marketing helps you to attract new clients by boosting your visibility and showing that you can solve their problems. Great financial content takes time to create. But you don’t always have big chunks of time to devote to your content strategy, writing, editing, and promotion. Don’t despair! You can give your content a […]

Quit sending press releases as attachments!

Is your goal to get your press releases deleted from the recipients’ email inboxes as quickly as possible? Then continue sending press releases as attachments to your emails. Oh, and here’s another helpful tip: don’t hint at the content of your press release in the body of your email. The body of your email should […]

Words to avoid in your investment communications with regular folks

Big words make your readers work harder to grasp your message. This is particularly true of jargon, such as “duration,” unless your piece is strictly for investment professionals. Below are some words to avoid when communicating with regular folks. Most of them are financial jargon. Others—like “mitigate“—are unnecessarily long or confusing. Replace jargon and long […]

20 ways to organize a story

Looking for fresh approaches to your articles or blog posts? Check out this guest post by writer Kate Harold. 20 Ways to Organize a Story By Kate Harold When you write story after story like I do, you run the risk of getting stuck in a rut – where your stories can start to feel […]

Rules for writing clearly

Clarity matters. Yet it’s often lacking in documents about investments, wealth management, and financial planning. Joseph M. Williams’ chapter on clarity in Style: Toward Clarity and Grace intrigued me because it takes a different approach to writing clearly. It focuses on the characters in  your writing. The concept of a “characters” is a bit murky, […]