Financial ad in plain English: Another one from BNY Mellon
Financial ads that speak plain English are unusual, so I was delighted to find another example from BNY Mellon in the July/August issue of the CFA Institute’s magazine. This ad does an even better job than the ad I discussed in “BNY Mellon: I liked your ‘truth ad’ until you used that word.” Here’s the […]
Three writing lessons from “One Trader’s Binge on Cocoa Wraps Up Chocolate Market”
Some of us will read about hedge fund managers even if they’re written about in prose as dry as the Sahara. But many people won’t. This is why I’m discussing “One Trader’s Binge on Cocoa Wraps Up Chocolate Market” by Julia Werdigier and Julie Creswell in today’s New York Times (free registration may be required […]
RIAs, are you ready for plain language in your Form ADV “brochure”?
Registered investment advisors, the Securities and Exchange Commission (SEC) wants you to communicate more clearly with your clients and prospects. The way you write and share your Form ADV Part 2, commonly known as the “brochure,” will change under a new proposal by the SEC. Here’s the part of greatest interest to advocates of better […]
A great financial article isn’t enough
A great financial article that you find online does NOT make a great blog post. At least not by itself. It simply gets you to the starting line of writing your blog post. It’s an excellent idea to link to a provocative or helpful article, as many financial advisors do. But your job is not […]
Great lines from Raymond James
“There is no one exactly like you. Raymond James financial advisors understand that.” These lines from a Raymond James advertisement get right what so many financial ads and brochures get wrong. They focus on you, the client, instead of us, the firm. They also make the client feel unique. These are qualities I’d like to […]