How I named my website—and the lessons for you

I’m reading One Perfect Pitch: How to Sell Your Idea, Your Product, Your Business—or Yourself. Author Marie Perruchet says, “Very often, a startup’s name tells much more about the company’s story.” That made me wonder, what does my naming story say—and what lessons might it offer for naming your financial services firm? Here are my lessons […]

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Top posts from 2017’s second quarter

Check out my top posts from the second quarter! They’re a mix of practical tips on marketing (#1, 6, 7), writing (#4, 5, 9, 10), blogging (#3, 10), newsletters (#2), compliance (#3), and investment commentary (#8). Here’s my list of posts that attracted the most views during the second quarter. Be specific about your advantages, […]

robolights sculpture

Dare to be different in your financial marketing

The Robolights house grabbed my attention. Its colorful sculptures stood out as my husband and I bicycled around the sleek modernist houses of Palm Springs’ Movie Colony neighborhood. We were just one block away from Frank Sinatra’s house, where we glimpsed the pool side entrance as men set up for a party. We’d been biking […]


Editing tool: the Writer’s Diet

It’s hard to be objective about your own writing. I know that’s true for me. That’s why editing tools, like the Writer’s Diet, can help. Writer’s Diet editing tool shows weaknesses The Writer’s Diet is a free, online tool that assesses what you enter into its text box. It evaluates your use of verbs, nouns, […]

My suspicion about “best” lists

I’m grateful to be named occasionally to “best” lists that circulate via social media. I’m also a bit suspicious. I imagine that many of the list creators are sincere. I get that sense, especially when they don’t describe me with a blurb drawn word for word from my website. On the other hand, I suspect […]