Financial advisors need to write to their clients. It’s an essential part of marketing. “Phone conversations are fleeting and cannot be handed as a referral to a friend in the same way that a piece of written material can be passed on,” as PR consultant Beth Chapman of Ink & Air points out in “You Can Write – Six easy tips to getting words from your head to your computer keyboard,” her article below.
Forget your old issues with writing, this is a new day and this is business.
- Ever hear of an outline? Outlines can take away some of your uncertainty when you do realize you have something to say.
- No one really likes grammar, so write short sentences and avoid all internal punctuation that you can.
- Have someone else read your document after you have gone through spell check. Often a word can be spelled correctly, but be the wrong word for the context. Familiarity breeds written errors. That second set of eyes is extremely useful.
- Write in bullet points instead of sentences and paragraphs, where transitions are not needed. This engages the reader’s eyes better than run on sentences.
- Writing can be done if you tackle it when you are the freshest and work for only 10 minutes a day for several days. Outline and get the ideas down and then polish.
- Phone conversations are fleeting and cannot be handed as a referral to a friend in the same way that a piece of written material can be passed on.