print newsletter as dinosaur

Print newsletter vs. e-newsletter for financial marketers

Should you send a print newsletter or an e-newsletter? I’m asking this question because I just added a 28-page paper newsletter to my “to read” pile. This newsletter wouldn’t have commanded my attention if it had come via email. While newsletters printed on paper and sent via the postal service are becoming dinosaurs, you may […]

thumbs down for bad writing by financial experts

Why experts love bad writing

Many financial marketers and writers complain to me about investment and wealth management experts who love bad writing. Well, maybe they don’t love bad writing, but they insist on jargon-laden, wordy prose, even when offered better alternatives. I’ve tried to provide ammunition for talking experts out of bad writing, in posts like “Seven Ways to […]

writers drive investment professionals crazy

3 ways writers drive investment professionals crazy

Investment professionals play an essential role as subject-matter experts. As writers, we help them to share their expertise. But sometimes we get on their nerves and waste their time. If you’re a writer, please try to avoid these three ways writers drive investment professionals crazy. 1. Don’t respect the investment professional’s time Investment professionals are […]

Financial webinar

Get more mileage out of your financial webinar or podcast

Webinars, videos, and podcasts about investments and other financial topics are a great way to highlight the expertise of your firm’s subject-matter experts. But are you getting the most out of your financial webinar or podcast? Probably not. Some members of your clients, prospects, and referral sources will never watch a financial webinar, video, or […]

Top posts on

Top posts from 2016’s third quarter

Check out my top posts from the last quarter! They’re a mix of practical tips on email (#1), writing (#2, 5, 7, 9, 10), compliance (#3), marketing (#4, 6), and blogging (#8). If you only read one of these posts, I suggest you pick #1. It could save you time as it boosts your email […]