A great financial article isn’t enough
A great financial article that you find online does NOT make a great blog post. At least not by itself. It simply gets you to the starting line of writing your blog post. It’s an excellent idea to link to a provocative or helpful article, as many financial advisors do. But your job is not […]
Great lines from Raymond James
“There is no one exactly like you. Raymond James financial advisors understand that.” These lines from a Raymond James advertisement get right what so many financial ads and brochures get wrong. They focus on you, the client, instead of us, the firm. They also make the client feel unique. These are qualities I’d like to […]
My 20 seconds of fame on the ASJA home page
The American Society of Journalists and Authors (ASJA) is an excellent networking organization. I’ve made some great friends through my membership. A blurb about my blog appears for today only on the ASJA home page.Thank you, ASJA! But I have been lax. I need to update the ASJA directory with my new blog URL, which […]
First, pick your target market and niche
Scattershot marketing of your investment or financial advisory services will sap your energy. Plus, it makes it harder for you to distinguish yourself from your gazillion competitors. This is why I’d like you to pick your target market —the group of people whom you target—and niche, meaning the services you provide, before you write any […]
FINRA/SEC compliance guidance for bloggers
Registered representatives and registered investment advisors (RIAs) fall under two different regulators when they blog. Reps must grapple with FINRA’s regulations, while RIAs enjoy more freedom under the Securities and Exchange Commission (SEC), as I learned from Bill Winterberg’s guest post in December 2008. Do things right because “You can be sure that FINRA is […]