Woody Allen’s wisdom for successful financial bloggers
You’ve probably seen financial blogs that start strong, then disappear. They fail to achieve the investment or wealth management professional’s goal of connecting with clients, prospects, and referral sources. As Woody Allen is reported to have said, “80 percent of success is showing up.” Blog regularly and you’re bound to see results over the long […]
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 […]