How to write subheads that command attention
Copyblogger Brian Clark accurately notes in “How to write exquisite subheads” that subheads can turn scanners into readers. I especially like his advice that a subhead should “express a clear and complete benefit.” ____________________ Receive a free 32-page e-book with client communications tips when you sign up for my free monthly newsletter. Copyright […]
Executive’s lesson for your communications with clients and prospects
Financial advisors who want to communicate effectively will follow the example set by Bill Carter in “The Scoreboard Can’t Tell You Everything.” Carter’s lesson boils down to this: Put yourself in the mind of the person with whom you’re communicating. Here’s what Carter, partner and co-found of Fuse, said in his interview with Adam Bryant […]
"Have mutual fund fees gone up or down?"
Investment expenses have been on my mind this month, as you know, if you’ve read “Morgan Creek Capital’s Yusko on investing,” “Morgan Creek Capital’s Yusko riles up Tweeters with comments on investment fees” or you follow me on Twitter.This prompted me to revisit my article, “Have mutual fund fees gone up or down? Are they […]
Tip for how to connect with your workshop attendees
Advisors, you can deepen your connection with folks who attend your investment or financial planning workshops using a technique I observed at the Financial Planning Association of Massachusetts annual conference on May 7. Consultant Shari Harley, whom I wrote about in “How to improve your financial planning client relationships,” handed out postcards to her audience. […]
Financial bloggers’ posts may violate copyright law
Copyright law isn’t on the curriculum of most business schools or for CFP or CFA candidates. So it’s not surprising that I’ve seen well-meaning financial advisors unintentionally violate copyright law in their blogs. What NOT to do You cannot copy someone’s entire newspaper article or blog post word-for-word, then make it okay by giving credit […]