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?…
Your opinion on advisor vs. adviser?

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…
Your opinion on advisor vs. adviser?

Reader challenge: What makes advisor websites outstanding?

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

Colons and bullets: Keep ’em together or tear ’em apart?

I'm a big fan of bulleted lists. They're reader-friendly because,…
Your opinion on advisor vs. adviser?

Poll: When can’t you replace “headwinds” in your commentary?

Is there any time you can't substitute "challenges" for "headwinds"…
Your opinion on advisor vs. adviser?

Punctuation reminder: When an -ly adverb is part of a compound modifier

Should you hyphenate "socially responsible" in the following…

Q&A: How to look trustworthy in your professional photo

Convincing clients and prospects to trust you is essential to…
Your opinion on advisor vs. adviser?

Are your paragraphs the right length?

The length of your paragraphs can help or handicap your readers. I…

Reader challenge: Can you explain duration better than The New York Times?

The duration of a bond isn't easy to explain in few words. This…
Your opinion on advisor vs. adviser?

Poll: How quickly and often should you follow up with prospects for your financial services?

Gaining new clients is important to you. That's the whole point…