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Email writers, boost your effectiveness with this quote

Think about your reader if you want your communications to get…

Carville’s advice to Romney applies to email writers, too

Democrat James Carville delivered debate advice to Mitt Romney…

Your mother and the “fiscal cliff”

Talk to your mother before you use financial vocabulary in your…

Bring your questions and writing implements to my FPA Experience session

You'll get the most benefit from "Writing Emails and Letters…
Justine Metz presenting On Merrill Lynch and US Trust to Financial Communications Society

How Merrill Lynch and US Trust stay relevant to clients, according to Justine Metz

Bank of America’s business units, Merrill Lynch and US…

Reader challenge: Your favorite tool for investment commentary?

Investment commentary is a key component of client communications…
monetary policy

Monetary policy in plain English–Can you do better?

Monetary policy. If you're a financial advisor or investment…
Brilliant presentations: what the best presenters know, say and do

4 tips for reading your audience at conferences

When I prepared to speak at a Financial Planning Association…

Market commentary with wit and wisdom

Can you recommend sources of market commentary with wit and wisdom?…

Guest post: Why you want to announce your book with a press release

Writing and publishing a book takes a lot of work, so you should…
"Financial Advice to Women: Attracting & Retaining High-Net-Worth Female Clients" by Kathleen Burns Kingsbury

3 ways to speak plainly while giving financial advice

I love plain English.  So I was delighted to find a section…
stuffed animal trying to climb over fence

Escape your fears: A writing topic for financial advisors

"That guy looks like he wants to escape," I yelled to my husband.…
David Lufkin

Guest post: What’s your Content Strategy? (You have one, right?)

David Lufkin is a financial writer and Internet marketing manager…
Your opinion on advisor vs. adviser?

Poll: Which social media tools are helping you win new business?

Almost 20% of advisors have gained a new client from social media,…

Don’t make this mistake in your email subject lines!

A quirky email subject line made me think my husband was spamming…

Photo + Mind Map = Blog Inspiration

It's not easy generating ideas for a steady flow of blog posts…

Use social media to find a job

Job hunting stinks. But social media can help you expand your…

Reader challenge: What makes advisor websites outstanding?

What do YOU think makes for an outstanding advisor website? Please…

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