Communicating your value to clients with Steve Lishansky

Focusing on your clients instead of your firm is something I hound my clients to do in their written communications. It’s also important in your sales conversations, as Steve Lishansky of Optimize International reminded me in his presentation, “Get Paid For Your Value: How to Attract, Win and Retain Clients Who Happily Pay You What […]

Your bad luck can become your good fortune

“How did you get that great website name?” People sometimes ask this question about my website’s address: InvestmentWriting.com. I wish I could say I was inspired. Instead, I was unlucky. I felt devastated to learn that SusanWeiner.com was not available when I created my website in 2008. It seemed like bad luck that I’d be […]

Writing wisdom from novelist Gish Jen

A conversational writing style helps your blog appeal to readers. But “conversational” does not mean “exactly as in a conversation.” Novelist Gish Jen says in Why We Write: When you tell a story in the kitchen to a friend, it is full of infelicities. I try to edit those out in literature but keep the […]

5 Secrets to Finding the Best Virtual Assistant to Streamline Your Financial Advisor Blog

Saving time and energy by using a virtual assistant (VA) seemed to appeal to the advisors who read “9 Ways a Virtual Assistant Can Streamline Your Financial Blogging,” my guest post for Michael Kitces’ Nerd’s Eye View blog. But how do you find a great VA? This guest post by Kathy Goughenor gives you one […]

Your “lollipop” doesn’t say what you think

Choose your words with attention to the many ways they may be interpreted. As a hike in the Rhode Island woods reminded me, your terminology may not convey the message you intend. On a muggy summer day, my husband and I set off on a “2.3-mile lollipop” hike. Quickly eyeballing the trail description, my husband […]