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

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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…