Pull your white papers into the year 2010

Investment and wealth managers, you can get a lot more mileage out of your white papers today. How’s that? Don’t forget about the content once it’s up on your website. Reuse it using social media. Recycle as blog posts White paper content can be recycled into blog posts. In some cases, you can pluck a […]

Quick email tips for financial advisors and clients in my guest post

You can snare some quick tips for advisor-client email communications in my guest post for the KBK Wealth Connection blog. The tips boil down to Get to your point quickly Keep it short Organize clearly Visit Kathleen’s blog for more details. ____________________    Susan Weiner, CFA, writes and edits articles, white papers, blogs, investment commentary, […]

BNY Mellon: I liked your "truth ad" until you used that word

BNY Mellon Wealth Management has a catchy new print ad asking “Can you handle the truth?”  I love the simplicity of “Can you handle the truth?” You can view one version of the ad on BNY Mellon’s website. However, I first saw this family of ads in the print version of The Wall Street Journal.  […]

Guest post: "Talking to clients about social investing"

Socially responsible investing can make for a difficult conversation between investment managers and their clients. But it doesn’t have to be that way if you follow the tips provided by my friend Annie Logue, the author of Socially Responsible Investing for Dummies. Talking to clients about social investing By Ann C. Logue Often, an individual […]

My May blog posts by category: Blogging, economy/investments/wealth management, marketing, social media, writing

Did you notice that I went wild in May, posting every day as part of the Word Count Blogathon? For your convenience, I’m listing my May posts by category. Blogging The two most important words are… Financial bloggers’ posts may violate copyright law Spice up your blog with free or low-cost photos Setting myself a […]