At LBJ's Texas White House

Unlock your presentation with the power of intention

If you sometimes struggle with creating presentations, you can…
At LBJ's Texas White House

Whiteboard video: If you want to add some visual interest

A video that only shows you speaking about a financial topic…
At LBJ's Texas White House

Northern Trust’s plain English ad

I like this plain English ad from Northern Trust, which I found…
At LBJ's Texas White House

Reader challenge: Risk management rewrite

It's time for a reader challenge. How would YOU rewrite the sentence…
At LBJ's Texas White House

YOU pick the winner: Most reassuring title for investors

Different folks find different titles reassuring amid the stock…
At LBJ's Texas White House

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…
At LBJ's Texas White House

Guest Post: “Math and the Gender Gap: Does it affect financial planning?”

My friend Laura Laing has written a book that demystifies math.…
At LBJ's Texas White House

Article titles that reassure investors–Submit YOUR candidate

Investors crave reassurance during volatile times. But it's not…
White balloon in the river

Writing tip: Pop the balloon or make it your focus

A stroll along San Antonio’s River Walk inspired this writing…
At LBJ's Texas White House

BNY Mellon says “no” to “staying the course”

“Staying the course” is classic advice from investment and…
At LBJ's Texas White House

Guest post: “Why use a mind map with clients?”

A mind map can be a great tool for communicating with your financial…
At LBJ's Texas White House

Information density: Weakness or strength?

Are you hitting the right level of information density in your…
At LBJ's Texas White House

Poll: How well do your clients know YOU?

You picked the topic of my new poll about you and your clients.…
At LBJ's Texas White House

Effective content marketing for financial technology companies

Life is harder for financial technology salespeople today. It’s…
At LBJ's Texas White House

Independent vs. wirehouse approach to social media

Want to hear from two of the women who are pioneering social…
At LBJ's Texas White House

My process for writing your financial white paper

How does the process work when you write a white paper? Prospective…
At LBJ's Texas White House

No batteries required: My favorite blogging technique

If you’re a blogger, you’ve probably struggled to find…
At LBJ's Texas White House

Reader challenge: Rewrite this sentence to make it more powerful

Are you up for a challenge? Try rewriting the following sentence…