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Guest Post: “Doctoring the Books—the Right Way”

Laura Matthews is an insightful and detail-oriented book doctor.…
email tip for investment managers

Reader challenge: How can investment and wealth managers apply this tip?

“You can differentiate yourself by communicating in a likable,…
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Mind mapping for brainstorming as a group

Mind mapping is a powerful tool for brainstorming. Without it,…
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Great ad copy from Wilmington Trust

"Learn about a great estate planning technique." Would the…
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Guest post:”Using Story Telling to Educate Clients and Prospects”

Plenty of financial advisors write books to enhance their credibility.…
business people in discussion

Reader question: How can communicators manage difficult portfolio managers?

Investment communications professionals and portfolio managers…
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Sign up NOW for my free webinar: “‘You’: The Secret of Great Blogs that Boost Your Readership.”

November 16 is the date of my first free public webinar, "You:…
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NICSA General Membership Meeting in tweets and posts–#NICSAGMM

The NICSA General Membership Meeting on October 6 addressed challenges…
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How do you spell euro + zone?

Europe's problems sometimes dominated economic and market news. They've…
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Quote for writers by Maxwell Perkins

"Just get it down on paper, and then we'll see what to do with…
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The 10-postcard approach to financial advisor marketing

If you receive 10 postcards from productivity expert Jason Womack,…
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Why edit? A singer-songwriter’s reply

What can a songwriter teach you about financial communications?…
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Guest post: “Easy SEO: How to Really Get Found on the Internet”

Search engine optimization (SEO) is an important topic for bloggers.…
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Opposing financial services’ social media paralysis at #NICSAGMM

"Lawyers never get in trouble for saying 'no' to marketing."…
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Your favorite books for writers

My post on "My five favorite reference books for writers"…
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OppenheimerFunds on the separation of mutual fund marketing and sales

Differentiation is a big challenge for mutual funds companies.…
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Citi on financial services’ biggest potential social media mistake

"Where are financial services companies most likely to go wrong…
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White papers: Great training for your ghost blogger

Busy financial advisors may seek ghost bloggers to write blog…

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