Thank you, NAPFA MA Study Group, for your great response to my email/letter writing workshop
The NAPFA MA Study Group asked lots of great questions during my November presentation to them on “How to write effective emails to your financial planning clients.” Thank you, NAPFA members and guests, for your energetic participation! Here’s some of their feedback. “I found this presentation very helpful in the sense that it focused on […]
Financial writers, lead with your message, not your source
Sometimes you go to a conference or talk with an expert and return to your office with a message you’ve just got to share. That’s great. But in their enthusiasm, financial advisors often make the mistake of starting their article or blog post with the name and credentials of the expert or conference, instead of […]
Use a tip sheet to get PR for your financial business
“Tip Sheets: One of the Most Effective Publicity Tools You’ve Never Heard Of” tells you how to use this PR tool to get exposure for your business. A tip sheet is a list of tips on how to do something. I like that the author quotes PR maven Sandy Beckwith, who taught me almost everything […]
Five great writing tips: They’re not just for ads
Even if you’ve never looked at Twitter and you’ll never advertise, you should take the time to read “what can Twitter teach us about advertising?” (sorry, this article is no longer available). The IDTAGS blog’s five tips include Be brief. Be impactful. Less is more. No one likes to read. Just give us the headlines. […]
Thank you, Boston Women in Finance, for your feedback on my writing workshop
Boston Women in Finance gave me great feedback on my workshop “How to Write What People Will Read About Investments.” Before I share some their feedback with you, I’d like to thank all of the participants. Your energetic participation made it a very enjoyable workshop for me, too. Here are some participant comments. “A very […]