Writing Sample: "Don’t Get Stuck Paying Extra Taxes"

The subject line "Don't Get Stuck Paying Extra Taxes" compelled…

"Is Spelling Overrated?"

Direct marketing guru Bob Bly recently asked "Is Spelling Overrated?"…

Tips for writing case studies

Case studies can be powerful tools for the wealth management…

Why baby boomers will NOT offer a gold mine for financial services

If your business strategy depends heavily on Baby Boomer-driven…

Feeling emotionally connected to your client can cut both ways

Feeling a connection with your clients can be a double-edged…

Writing sample: Nice short sentences from Wall Street Journal’s "Ahead of the Tape"

A couple of short sentences can be a great way to draw a reader…

Six tips for listening better to your clients

In my last post, "The Client Relationship Autopsy," I wrote about…

Did this New York Times columnist listen to me?

In "Passions Run High On Indexing," New York Times columnist…

The charitable trust that’s best in a low-interest rate environment

Now is a great time to create a charitable lead trust, assuming…

"The Client Relationship Autopsy"

You've probably lost at least one client. But rather than chalk…

Thank you, Boston Women in Finance!

Members of Boston Women in Finance made my experience enjoyable…

Use personal stories in your communications

"In a sea of competition, you’ve got to capitalize on what…

Morningstar Market Barometer, 2003-2007

Want to show your clients how equity styles and sectors perform…

Does your auto mechanic communicate better than you?

"Nearly three-fourths of the 1,203 adults polled said their auto…

"Interruption vs. Self-Service Marketing"

I'm following up my post on how financial advisors are using…

Annuities gathering steam in professional journals

Annuities may be picking up steam among fee-only financial planners…

More options for mind mapping

Some of the participants in my "How to Write Investment Commentary…

My new blog is coming soon!

When I launched my blog under the SusanCFA name, I wasn't sure…