Guest post: "Seven steps toward a better webinar"

More financial advisors are using webinars to market themselves.…

Which wealth managers have the highest profit margins?

People are always curious about who makes how much money. That's…

Thank you, NAPFA MA Study Group, for your great response to my email/letter writing workshop

The NAPFA MA Study Group asked lots of great questions during…
lead with your message not your source

Financial writers, lead with your message, not your source

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Sometimes you go to a conference or talk with an expert and return…

Use a tip sheet to get PR for your financial business

"Tip Sheets: One of the Most Effective Publicity Tools You’ve…

Five great writing tips: They’re not just for ads

Even if you've never looked at Twitter and you'll never advertise,…

Thank you, Boston Women in Finance, for your feedback on my writing workshop

Boston Women in Finance gave me great feedback on my workshop…

The best private equity opportunity in generations

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"Our database tells us we're in a multigenerational opportunity…

Interesting example of fund company using YouTube

I  normally think of a fund company using YouTube--if it uses…

If you’re marketing to RIAs…

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...email should be your top method for communicating with them.…

Twitter to the rescue of my colleague with a RFP dilemma

Twitter can be mighty handy in a pinch. Especially when used…

Private equity job hunting tips from four professionals

"Don't bring me a resume. Bring me a deal," said Daniel Meader,…

Poll: Which brings you the most new business–email or U.S. mail marketing?

Contact via email and U.S. mail can spur referrals and turn prospects…

May vs. might: It may matter, but it might not

I thought I might have absorbed the difference between "may"…

The LinkedIn status update is your friend, whether you’re looking for clients or a job

LinkedIn status updates are a low-key way of reminding your contacts…

"Exploring the Social Media Networking and Media Landscape"

Financial advisors should learn about social media, whether or…

How to make one quarterly letter fit clients at different levels of sophistication

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You have clients with different levels of financial sophistication.…

Grab readers with an anecdotal lead

Starting your article or blog post with with a real-life story…