How to help your clients help their aging parents
Your clients’ communications with their aging parents can have a big impact on their peace of mind as well as their financial plan. A family meeting is one way to improve communications, as described by Bob Mauterstock of Gift of Communication in “Breaking Down the Barriers: Helping Your Clients Help Their Parents” at the annual conference […]
One topic per email, please
Limiting every email to one topic is the best way to ensure your message gets across. I’ve concluded this after some failed experiments in highlighting multiple topics. I list and number topics in my email subject lines. For example, 1) White paper draft; 2) invoice. This works most of the time, but not always. Some […]
Maintain your draft’s momentum with these tips
If you’re too busy to complete a draft in one sitting, these tips can help. When you return to a partly written draft, you may feel as if you’re starting from scratch again. You have lost your momentum because you have no idea what comes next. You can beat this “blank page” feeling by leaving […]
My blogging class students’ blogs
The students in my blogging classes inspired me to write my forthcoming book teaching advisors how to write blog posts that attract clients. To thank them, I invited past participants to share information about their blogs. This post is the result. Bloggers in alphabetical order by last name Vernon Budinger Latin America Structured Finance […]
Storify as a tool for online resource lists
UPDATE: The Storify website no longer exists, so please ignore this post. Sometimes you want to share a list of resources with links and colorful thumbnails. If you don’t want to spend a lot of time on your list, Storify can help. For instructions on how to create a Storify story, read through the guided […]