Examples are great additions to your financial article or white paper. They make your points come alive, convincing your readers of your main points. However, your financial white paper can have too many examples. For example, imagine an article that has 20 bullet-pointed examples of how a retirement account might help investors. I doubt readers […]
Some financial e-newsletters drive me crazy. I click to open them and find nothing there. Well, not nothing, but just enough to annoy the heck out of me. If you’re doing what these newsletters do, please stop. The most annoying habit of financial e-newsletters that I actually open If I actually open a financial e-newsletter, […]
Are you frustrated by the challenges of managing writing by committee? If you need to get ideas and approval from multiple sources for your investment and wealth management communications, you can benefit from the six tips in my infographic. Make your life easier by trying something new!
Market commentary is an important client communication and marketing tool for investment and wealth managers. Making predictions can be particularly powerful, as I said in “Are financial predictions too risky?” But what if you’re in the camp of index investors—or similar strategies, such as evidence-based investing—or if you simply don’t believe in market timing? You […]
Providing guest posts for other people’s blogs is a great way to raise your visibility. I’ve discussed how to snare these opportunities in “How to guest-blog on personal finance and investments, Part I: Your approach” and “Part II: Blogs that accept guest posts from financial advisors.” However, your responsibilities don’t end once you’ve sold the […]