finding your best clients

Finding your best clients

Learning what works for you in winning clients is a good way to make your marketing more efficient and effective. I’ve described my approach on this blog. But a recent webinar inspired me to revisit this topic. Consultant Mary Cravets of Simply Get Clients suggested that participants identify how they gained their best clients. Then, […]

Investment commentary topic: ETF controversy

Investment commentary topic: ETF controversy

Are you tired of only discussing recent market developments in your investment commentary? Look to your professional reading for ideas, as I suggest in my webinar, “How to Write Investment Commentary People Will Read.” A topic leaped out at me when I read the CFA Institute’s Financial Analysts Journal (FAJ) from 2021’s first quarter. The […]

Mistake Monday

MISTAKE MONDAY for February 22: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? There’s more than one mistake, so tell me about the mistake that bothers you the most. Please post your answer as a comment. I post these challenges to raise awareness of the importance of proofreading.

"And/or" vs. "and / or": which do you use?

“And/or” vs. “and / or”: which do you use?

Do you leave spaces around slashes in expressions such as “and/or” or do you open up spaces, using “and / or”? I’ve seen both styles. The online AP Stylebook (paid subscription required) says “No space on either side of the slash.” Here’s what Garner’s Modern American Usage says about “and/or”: A legal and business expression […]


How to influence, not argue, with people

Political divisions in America have me thinking about how to speak with people with whom I disagree. This is personal. I have an aunt with whom I can’t talk politics. As a result, I was intrigued by the chapter called “Don’t Argue” in Trish Hall’s Writing to Persuade. Arguments don’t get good results Hall makes […]