The LinkedIn status update is your friend, whether you’re looking for clients or a job
LinkedIn status updates are a low-key way of reminding your contacts that you exist. My status updates have directly resulted in an editor asking me to write an article and new subscribers signing up for my newsletter. A brief positive message A status update is a brief update on your activities. It’s designed to show […]
"Exploring the Social Media Networking and Media Landscape"
Financial advisors should learn about social media, whether or not they participate. “Exploring the Social Media Networking and Media Landscape,” a presentation by John Stone of Revenue Architects, got advisors talking at the Schwab Impact conference. Stone looks at social media with an eye to how they can help grow revenues. You can view Stone’s […]
How to make one quarterly letter fit clients at different levels of sophistication
You have clients with different levels of financial sophistication. But you probably don’t have the time to write separate letters tailored to each client’s understanding of investment jargon. To help you manage your time–and keep your clients happy–here are my top five tips for a one-size-fits-all client letter. I’d like to thank the Maine CFA […]
Grab readers with an anecdotal lead
Starting your article or blog post with with a real-life story can draw in readers who’d otherwise ignore you. “The anecdotal approach, by framing [your topic] in personal terms, becomes instantly accessible and—more important—readable,” as Mark Ragan says in “How to write an anecdotal lead.” To write good anecdotal leads, Ragan suggests that you 1. […]
Tune up your writing skills on Nov. 10 or Nov. 19–or hire me to help you
Could your writing skills use a tune-up? If you work with investments, you’ll get useful tips from my November 10 lunchtime presentation to Boston Women in Finance (BWF) on “How to Write What People Will Read About Investments.” Lunch is included in the program cost. This program sold out the first time I presented it […]