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…
Quick Brainstorming Activities for Busy Managers

Miller’s Killer: Paper swap brainstorming blog and article ideas

How can you come up with fresh ideas for your blog, newsletter,…
The Financial Services Marketing Handbook

Focus your marketing, says the “Financial Services Marketing Handbook”

  Targeting your prospects instead of marketing to everybody…
Your opinion on advisor vs. adviser?

Facebook likes and links for financial advisors vs. the rest of the world

What's sauce for the goose is sauce for the gander, or so the…
sunny personality

How to add personality and warmth to your financial writing–Part two

Personality and warmth help your readers connect with you. In…
sunny personality

How to add personality and warmth to your financial writing–Part one

Independent financial advisors find personality is a powerful…

5 Things to Stop Doing in 2016

To improve your communications in 2016, I propose five things…

NAPFA Genesis email example and top lessons

NAPFA Genesis members and friends, thank you for participating…
Ady Dewey

Guest post: “Do Questions Make Good Titles?”

Do Questions Make Good Titles? By Ady Dewey In finance-related…
Your opinion on advisor vs. adviser?

Technology tip: How to create a low-tech virtual class

"How can I create a for-profit virtual class without spending…
Your opinion on advisor vs. adviser?

Refresh your grammar and usage skills with Mistake Monday

Test your editorial skills on Mistake Mondays! This weekly feature…
Your opinion on advisor vs. adviser?

Poll: Advisor vs. adviser

Which spelling is correct—advisor or adviser? Google argues…

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