Rules for writing clearly

Clarity matters. Yet it’s often lacking in documents about investments, wealth management, and financial planning. Joseph M. Williams’ chapter on clarity in Style: Toward Clarity and Grace intrigued me because it takes a different approach to writing clearly. It focuses on the characters in  your writing. The concept of a “characters” is a bit murky, […]

Quit hiding your meaning!

Don’t make it hard for your readers to understand your meaning.  Speak directly to your readers instead of hiding your meaning with nouns, passive verbs, and indirect references. A letter quoted by Joseph M. Williams’ Style: Toward Clarity and Grace illustrates failures you can find in financial writing. His solution can also help financial writers. […]

mutual fund fact sheet tips

4 tips for mutual fund fact sheet templates

“What’s your best advice for someone who’s creating mutual fund fact sheets?” A colleague’s question spurred this list of tips for mutual fund fact sheet templates that you can use repeatedly. 1. Write your fact sheets so they are compelling, clear, and concise Focus on the information that your readers care about. Replace jargon with […]

mind map

Mind maps: can they win buy-in for your writing?

“Do you ever circulate mind maps for buy in from executives at firm that you are writing for? For example, chief investment officer or marketing executives?” This question arose during my latest investment commentary webinar. I am a big fan of using mind maps in the writing process. Most people know mind mapping as a […]

print newsletter as dinosaur

Print newsletter vs. e-newsletter for financial marketers

Should you send a print newsletter or an e-newsletter? I’m asking this question because I just added a 28-page paper newsletter to my “to read” pile. This newsletter wouldn’t have commanded my attention if it had come via email. While newsletters printed on paper and sent via the postal service are becoming dinosaurs, you may […]