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

You have clients with different levels of financial sophistication.…
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Grab readers with an anecdotal lead

Starting your article or blog post with with a real-life story…
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Tune up your writing skills on Nov. 10 or Nov. 19–or hire me to help you

Could your writing skills use a tune-up? If you work with investments,…
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3Q09 vs. Q3 09 –which is better?

You probably know that Q is the abbreviation for quarter. But…
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Advisors, now’s the time to build clients’ NON-financial emergency funds

Financial advisors, encourage your clients to set up a non-financial…
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Estate planning for unmarried and same-sex couples

Estate planning for unmarried and same-sex couples is mighty…
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Guest post: "Can I replace my paper newsletter with an e-newsletter instead?"

Are you considering scrapping the newsletter you send via U.S.…
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Fixed income viewpoints from CFA Institute conference

Here are opinions on currency and CDOs that grabbed my attention…
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Dan Fuss: Bond investors have learned from experience…not

In some ways, famed bond investor Dan Fuss is pleased by how…
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What does GIPS verification mean?

I'm an amateur when it comes to understanding investment performance…
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A quant’s guide to detecting a future "Madoff"

Worried about getting taken in by an investment management Ponzi…
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Do you use “pride capitals”?

If you're in business, you probably use capital letters more…
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Top 5 tips for investment performance advertising

Knowing the rules for advertising your investment performance…
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RFP dilemma: What should my colleague do?

You may have the answer to my colleague's investment management…
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SEC’s update to CFA Institute’s GIPS conference

One of the SEC latest initiatives resonates with the experience…
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Thank you, Maine CFA Society!

The Maine CFA Society got into the spirit of my Sept. 17 presentation…
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Three tips for how often to publish your newsletter

Newsletters are a great way to connect with your clients, prospects,…
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Six ways to stop sending emails with errors

Everybody sends occasional emails with typos and punctuation…
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