3 ways to speak plainly while giving financial advice
I love plain English. So I was delighted to find a section called “Speaking in Plain English” in How to Give Financial Advice to Women: Attracting & Retaining High-Net-Worth Female Clients by Kathleen Burns Kingsbury. I’ve known the author since at least 2010, when she guest-blogged for me about “Five Tips for Delivering Bad News […]
Escape your fears: A writing topic for financial advisors
“That guy looks like he wants to escape,” I yelled to my husband. I was joking about the stuffed animal climbing up the fence along the Ashuwillticook bicycle trail. However, the sight made me think about how appealing escape is for most people. You can offer escape in your blog posts. To pick your topic, […]
Guest post: What’s your Content Strategy? (You have one, right?)
David Lufkin is a financial writer and Internet marketing manager whom I’ve gotten to know through some interesting exchanges in LinkedIn Groups. He has been generous with input when I’ve posted questions, which encouraged me to ask him to guest-blog for me. David explains below how answering five key questions can help you create a […]
Poll: Which social media tools are helping you win new business?
Almost 20% of advisors have gained a new client from social media, despite the limited social media involvement of many advisors, according to a press release from SEI, “SEI Survey: Advisors Start to Realize the Business Benefits of Social Media.” LinkedIn and Twitter have both contributed directly to my winning new clients. My active participation […]
Don’t make this mistake in your email subject lines!
A quirky email subject line made me think my husband was spamming me. He graciously allowed me to use his example to remind you to choose your subject line’s first words carefully. Bad email subject line Here’s the email subject line as it appeared on my screen: Can you see why I was concerned that […]