Performance placement poll results

Quarterly client letter poll: Where do you put performance?

Performance is an important component of quarterly letters to…
Eek, a terrible mistake!

Guest bloggers: 2013 in review

I'm thankful for the knowledgeable and talented professionals…

Q&A with Michael Kitces of Nerd’s Eye View

Blogging can help advisors attract and retain clients. I've decided…
Don't fight the Fed

How to handle “the Fed” in your writing

"The Fed" often pops up in market and economic commentary. This…
Eek, a terrible mistake!

“Cut off its head!”—An editing tip

When editing your first draft, consider cutting off its head,…
Eek, a terrible mistake!

Why I like some tweets more than others–and the lessons for you

How can you write tweets that attract readers, retweets, and…

Old vs. young for your blog

Looking for a new angle on a classic investment or financial…
Winston Churchill, tips for speaking, tips for writing

Winston Churchill’s lesson for speakers and writers

Winston Churchill was an outstanding speaker. Here's what he…

Ammo for your plain-language battle with compliance

"Our compliance officer makes us write like this." That's the…

6 lessons from my book writing experience

Thinking about writing a book? Before you start, please…
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How can you share a personal story, yet still draw in readers?

I'm a big fan of showing personality in your blog posts. Sharing…

Content marketing: Why the heck am I doing this?

I don't need a blog or social media to earn my living as a financial…
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Free and low-cost data visualization tools from an online editor

Data visualization tools were on my mind after hearing Wesley…

Quote of the day on keeping it simple

I'm a big fan of writers using plain English. I urge people to…
Wordle image of Susan Weiner's MarketingProfs article about plain English and good writing

Plain English and good writing

Have you ever struggled to get your colleagues, bosses, or…
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Reader challenge: What mistakes did this social media newbie make?

"I tried social media for more than a year, but I didn't get…
help! for writers, Roy Peter Clark, writing help, writing tips, tips for writing

Finding your article’s focus with Roy Peter Clark

Identifying their focus is one of the biggest challenges for…
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My big newsletter mistake’s lesson for you

When's the best day and time to send your e-newsletters? My January…