Marketing via U.S. mail still pays

“Don’t give up on mail,” wrote marketing consultant Libby Dubick in “Four marketing resolutions for 2010.” I agree that investment and wealth management firms should continue to use the U.S. mail. Letters and brochures ranked high when Dubick conducted an informal survey of how senior marketing executives would like to be introduced to a wealth […]

No more fancy-pants prose, please

“The writer who indulges in fancy-pants prose sometimes has too large an ego, and sometimes one that’s too small,” says Francis Flaherty, author of The Elements of Story. Fancy-pants prose—in other words, highfalutin, multisyllabic words—rarely serve writers well. Instead, as Flaherty suggests, they’re evidence that the author is trying to impress his or her audience. […]

Treasurys vs. Treasuries — Which is the right spelling?

What’s the right way to spell the plural of Treasury, as in U.S. Treasury bond? Should it be “Treasurys,” following the rule that the members of the Murphy family become Murphys? Or should it follow the normal rules of creating plurals for words that end in the letter y? I panicked when I saw “Treasurys” […]

How to guest-blog on personal finance or investments, Part II: Blogs that accept guest posts from financial advisors

Guest posts can launch investment and wealth managers into the blogosphere. This follow-up to “How to guest-blog on personal finance or investments, Part I” gives you names of blogs to target for guest posts. It has been 10 years since I originally posted this list, so I recently reviewed it to update links and to […]

How to guest-blog on personal finance or investments, Part I: Your approach

Some financial advisors wonder if they can crank out a steady flow of compelling blog posts week after week. Before you make the commitment, consider testing your abilities by writing for other people’s personal finance or investment blogs. Some blogs publish their submission guidelines, so you know exactly how to apply to be a guest […]