What professional writers know

Financial bloggers, investment professionals, and wealth managers…

POLL: How do you pluralize “index”?

Indexes or indices? Which is the better way to pluralize "index"?…

Make your webinar a magnet for audience participation

If you’re planning your first webinar, don’t forget to plan…

Quarterly investment letters–Tell me “What makes them great?”

Quarterly investment letters are central to many asset managers'…

You vs me — or we: A rant on financial marketing

Investment and wealth management executives like to talk about…

Sales letter model: You are exceptional, but…

I found inspiration for a model sales letter in the introduction…

“Cut Adjective and Adverb Clutter,” says Booher

Minimize your use of adjectives and adverbs to communicate more…

Mind mapping your way to client appreciation: An FPA article

Mind mapping has rescued me many times. "A mind map can be a…

How I managed my presentation-writing anxiety

I freak out every time I have to write a new presentation. Well,…

POLL: How do you edit your writing for Compliance?

Financial writers and compliance departments are often at odds.…

Iowa caucuses’ lessons for financial advisors

Advisors, which counts more for your potential clients--your…

Writers, organize or else! A lesson from Barry Tarshis

Does your writing suffer from this problem? "...if your thoughts…

Wells Fargo Advisors ad gets the focus right

Financial advisors often struggle to communicate the value…

Useful social media information from “The Social Customer”

Adam Metz’ book, The Social Customer, targets companies with…

Most popular 2011 Investment Writing posts

Google Analytics revealed my most popular blog posts of 2011.…

Guest post: “A Magazine Editor’s Top Tips for Improving Advisors’ Writing”

Morningstar is a company that values good writing as well as…

Social media lessons from my last singles dance

The last singles dance I attended taught me a lesson that has…

Fun with Strunk and White: Grammar rap video

This grammar rap video on Strunk and White's Elements of Style…