Mistake Monday

MISTAKE MONDAY for September 27: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Oops! Someone didn’t run a spell checker. Please post your answer as a comment.                     I post these challenges to raise awareness of the importance of proofreading.

5 steps for rewriting your investment commentary

5 steps for rewriting your investment commentary

Investment commentary authors often know the markets well, but lack writing and editing expertise. After all, they’re earning big bucks to manage money, not to write. You don’t want me to run your portfolio, but I’ve learned some lessons about how to edit investment commentary. I’ve edited and written commentary for a diverse group of […]

Use LinkedIn to find prospects without being sleazy

Use LinkedIn to find prospects without being sleazy

“You are a mosquito in a nudist colony of opportunity,” said Kevin Knebl in his on-demand session on “LinkedIn for Huge Sales and Referrals Success!” at the NAPFA Spring Conference in May. He was referring to the opportunities that financial advisors—or anyone—can find using LinkedIn Sales Navigator. LinkedIn Sales Navigator is a paid service that […]

Mistake Monday

MISTAKE MONDAY for August 30: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Someone must have felt embarrassed after this got out. Please post your answer as a comment.                   I post these challenges to raise awareness of the importance of proofreading.

Improve your financial writing with these rules

Improve your financial writing with these rules

Sometimes I find inspiration for my writing in unusual places. Most recently, it appeared in a newsletter from a professional organizer. Lorena Prime’s “7 Golden Rules of Organizing” made me think about how you can improve your financial writing skills. Rule 1. Be open to change It’s not easy to change your financial writing style […]