no, No, NO: My business card shouldn’t add me to your e-newsletter list
“When people give you their business cards, you’re in a relationship, so you can add them to your e-newsletter list.” Photo by Almoko I disagree with the statement above. But I’ve heard it from many people. Technically speaking, you may not violate the CAN-SPAM Act if you email everyone who gives you their card. But, […]
Should the Morningstar style box go 3-D? Quality counts, says Atlanta Capital
Investment professionals and financial advisors are familiar with the Morningstar style box, which categorizes stock funds by market capitalization and style. A recent CFA Magazine article made me wonder if Morningstar should turn the style box into a style cube by adding a third dimension: quality. Stock quality may overwhelm size and style Quality counts […]
Are YOU the one?
Ever wondered if you could improve your financial or investment blog posts? You can benefit from a FREE critique by a professional financial writer whose clients include leading investment and wealth management firms. That’s me. Some of your colleagues have bravely volunteered their blog posts for my review. I’ve written about the strengths–and opportunities for […]
Guide to e-newsletters
If you have questions about e-newsletters, mosey on over to “The freelancer’s guide to e-newsletters” on Michelle Rafter’s WordCount blog. I’m quoted extensively in answers to questions including What’s so great about e-newsletters? How long should it be? What kind of software can I use? How can I get subscribers? If you’re a financial blogger, […]
Guest post: “Generate Quality, Low Cost Leads with Facebook Ads”
Kristin Harad’s video series on marketing for financial advisors caught my eye-especially because she talks about niche marketing. I’m a big believer in niche marketing. So I was delighted when she offered to write a guest post for my blog. By coincidence, Kristin’s guest post arrived not long after a wealth management firm executive suggested […]