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For RIAs: Is this good marketing? Better practice for fiduciaries?

Registered investment advisors, how much should you disclose…
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Guest post: “Subject Lines: Are you reading this?”

Kristin Harad writes irresistible, conversational email subject…
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Resources for quarterly investment commentary writers

If you're about to start writing your quarterly investment performance…
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How do you make Degas possessive?

I learned in high school English to form the possessive of a…
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Mind mapping technology for financial advisors

Technology can boost your effectiveness when you use mind mapping…
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“Just do it” – LinkedIn status updates

I know many investment professionals who feel skittish about…
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Unlock your presentation with the power of intention

If you sometimes struggle with creating presentations, you can…
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Whiteboard video: If you want to add some visual interest

A video that only shows you speaking about a financial topic…
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Northern Trust’s plain English ad

I like this plain English ad from Northern Trust, which I found…
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Reader challenge: Risk management rewrite

It's time for a reader challenge. How would YOU rewrite the sentence…
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YOU pick the winner: Most reassuring title for investors

Different folks find different titles reassuring amid the stock…
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The CFA Institute made me do it: A social media tale

I didn’t want to do it. I didn’t want to develop a business…
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Guest Post: “Math and the Gender Gap: Does it affect financial planning?”

My friend Laura Laing has written a book that demystifies math.…
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Article titles that reassure investors–Submit YOUR candidate

Investors crave reassurance during volatile times. But it's not…
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Writing tip: Pop the balloon or make it your focus

A stroll along San Antonio’s River Walk inspired this writing…
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BNY Mellon says “no” to “staying the course”

“Staying the course” is classic advice from investment and…
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Guest post: “Why use a mind map with clients?”

A mind map can be a great tool for communicating with your financial…
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Information density: Weakness or strength?

Are you hitting the right level of information density in your…

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