Your call-to-action choice makes a difference

One change made a big, bad difference in newsletter sign-ups…
Jim Blankenship

Blogging Q&A with Jim Blankenship

I invited Jim Blankenship of Blankenship Financial Planning in…

7 steps toward picking your self-published financial book’s formats and formatter

When you self publish your book, you get more control over…

Email lessons adapted from Hootsuite’s CEO

Email overload bothers everybody, but some people go too far…

Two quick ways to boost your e-newsletter’s reach

Getting more from your existing e-newsletter is a winning tactic.…

Make an email sandwich for introverts

Introverts like to think things over before they speak. If…

Wealth manager blogs that my readers like

"Which blogs written by wealth managers do you admire for their…
Performance placement poll results

Quarterly client letter poll: Where do you put performance?

Performance is an important component of quarterly letters to…

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…

“Cut off its head!”—An editing tip

When editing your first draft, consider cutting off its head,…

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…

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…

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