What professional writers know
Financial bloggers, investment professionals, and wealth managers can benefit from learning a few things that professional writers know. Everyone can benefit from a good proofreader and editor It’s hard to read your writing with fresh eyes. This is why professional writers feel grateful when someone checks their work for them. If you’re on your own, […]
POLL: How do you pluralize “index”?
Indexes or indices? Which is the better way to pluralize “index”? This topic came up in an exchange with Theresa Hamacher, president of NICSA. She said: When Bob Pozen and I used “indexes” in the manuscript of our book, The Fund Industry: How Your Money is Managed — and our copy editor changed them all […]
Make your webinar a magnet for audience participation
If you’re planning your first webinar, don’t forget to plan for audience participation. People who participate learn more and will give you better evaluations. I first learned this when I developed and led custom workshops on “How to Do Business with the Japanese” back in the 1980s. My financial writing workshops have only reinforced this […]
Quarterly investment letters–Tell me “What makes them great?”
Quarterly investment letters are central to many asset managers’ communications with their clients. That’s why I’m asking your help in defining what makes them great. Please answer my six-question survey (NOTE: I’ve removed the link to this expired survey]. I’ll report on the results in a future blog post. You inspired me. Thanks! Investment professionals […]
You vs me — or we: A rant on financial marketing
Investment and wealth management executives like to talk about themselves. Who doesn’t? But this hurts their firms when it’s reflected in their marketing. What financial advisors say about you vs. me–or we A group of financial professionals helped me test my belief that talking about “you,” the audience, is more powerful than discussing “me”–or, by […]