Tips for streamlining your writing from the Word Wise blog

Shorter is almost always better when you write. Check out…

Would you "robo call" your financial planning clients?

I wouldn't. I winced when I saw "robo calls" among the crisis…

"Making Sense of the Dollar"

The U.S. economy is in better shape than you think. It may even…

Take advantage of a 20% discount on the Managing Retirement Income conference

You can save 20% on your registration for the conference on "Managing…

"50 Things Your Customers Wish You Knew"

"50 Things Your Customers Wish You Knew" by Sonia Simone  on…

Goodbye, Lehman Agg!

The term "Lehman Agg" used to roll off my tongue. I felt like…

New "Wall Street Week" seeking participants

Contact Jeff Salkin (jeff AT wallstreetweek.com) if you're interested…

"The Seven Dirty Words You Can’t Say in Email Subject Lines (Plus 100 Others You Shouldn’t Use, Either)"

You don't want your emails to get tagged as spam. So stay away…

Creating Pitch Books Without Losing Your Mind… a Sequel

"Creating Pitch Books Without Losing Your Mind… a Sequel: Your…

When NOT to personalize your email’s subject line

Personalizing your email subject lines with the recipient's name—for…

Advice from a hiring manager for CFAs who want to freelance

If you're a CFA charterholder considering a switch to freelance…

This website helps you with acronyms

Puzzled by an acronym?  Acronyms are abbreviations formed…

Boost readership of your e-newsletter with powerful subject lines

More people will open your email newsletters if your subject…

Good wording: "Has the Market Wreaked Havoc on Your 401(k)?"

Morningstar has a knack for good email subject lines. Like "Has…

I made the Top Ten!

Well, not me, exactly. My article, "Dan Fuss: The 50-Year Opportunity…

Compliance makes social networking tougher for registered reps than RIAs

Here's a guest post by Bill Winterberg, CFP®, an operations…

"Convert Website Visitors into Leads"

You should use a strong call to action to convert website visitors…

Markopolos SEC letter (2005)

A 2005 letter from Harry Markopolos to the SEC about Madoff Investment…