Guest post: “Personalized Risk Management Planning–A Great New Business Opportunity”
Risk management is one of Mike Carpenter’s passions, as I quickly realized when I met him. His guest post discusses how risk management planning offers opportunities for financial advisors and others who wish to grow their businesses. Personalized Risk Management Planning – A Great New Business Opportunity By Michael T. Carpenter Financial advisors, wealth managers, […]
Get your copy of “Investment Writing Top Tips 2011”
Your communications with clients and prospects are essential to the success of your investment, wealth management, or financial planning firm. Investment Writing Top Tips 2011 gives you information you can use to boost the effectiveness of your marketing, social media, and writing. What people say The Internet has unleashed a deluge of self-published investment commentary […]
The Levitt test for financial risk disclosures
Do your risk disclosures pass the Levitt test? In “A Word to Wall Street: ‘Plain English,’ Please,” former SEC chairman Arthur Levitt sets a high standard for your communications about risk. Levitt says, “For the language of financial disclosure, we need to raise the standard from ‘potentially understandable’ to ‘impossible to be misunderstood.’ ” His […]
Reader question: How can I become a freelance financial writer?
Aspiring freelance financial writers seeking advice contact me occasionally. If you’re one of them, here’s some advice. “Freelance financial writer” is made up of three words, each of which contains clues to the freelance financial writer’s success. I discuss them below in order of importance. “Writer”: Polish your wordsmithing Do whatever you can to improve […]
Guest post: “Using Clause Analysis to Fix Your Complex Sentences”
If you can’t figure out why your written sentences are too long, then you’ll find a useful tool in this guest post by Joe Croscup. Joe was a wonderful assistant when I taught “How to Write Blog Posts People Will Read” last year. He is also an excellent freelance proofreader, with an eagle eye for […]