top posts for 2Q 2108

Top posts from 2018’s second quarter

Check out my top posts from the last quarter! They’re a mix of practical tips on marketing (#1 & #8), writing (#2, #5, & #7), punctuation (#3), grammar (#4 & #6), proofreading (#9), and newsletter (#10). I’m only listing one Mistake Monday post, although more were among the most viewed, because one Mistake Monday post […]

Test your proofreading skills with Mistake Monday

MISTAKE MONDAY for Jul. 30: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. Unfortunately, this mistake is too common. I post these challenges to raise awareness of the importance of proofreading.

Writing and preventable mistakes

“Does your advice stick?” is the title of an article by Moira Somers in the Journal of Financial Planning (May 2018). Based on her book, Advice That Sticks: How to Give Financial Advice That People Will Follow, it describes why clients fail to follow financial advice, and what advisors can do about it. Somers lists preventable mistakes […]

Test your proofreading skills with Mistake Monday

MISTAKE MONDAY for Jul. 23: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. I bet this week’s mistake jumps out at you. I post these challenges to raise awareness of the importance of proofreading.

Investment commentary–5 ways to outsource

Market and portfolio performance commentary is an important part of communications strategy for most investment and wealth managers. But sometimes writing that commentary becomes a drag on the firm’s employees. Or perhaps the firm realizes that its employees are better at strategy and portfolio management then writing. If this describes your firm, it may be […]