Poll: Which brings you the most new business–email or U.S. mail marketing?
Contact via email and U.S. mail can spur referrals and turn prospects into clients. Accordingly, this month’s poll asks which brings you the most new business–email or U.S. mail marketing? Please answer the poll in the right-hand column of this blog. Thank you! Also, if you have time, leave your comments about why you prefer […]
May vs. might: It may matter, but it might not
I thought I might have absorbed the difference between “may” and “might” after reading “I Wish I May, I Wish I Might” in Grammar Girl’s Quick and Dirty Tips (a similar explanation is on the Grammar Girl blog). Grammar Girl, AKA Mignon Fogarty, wrote “If something is likely to happen, use may.” Might is for […]
The LinkedIn status update is your friend, whether you’re looking for clients or a job
LinkedIn status updates are a low-key way of reminding your contacts that you exist. My status updates have directly resulted in an editor asking me to write an article and new subscribers signing up for my newsletter. A brief positive message A status update is a brief update on your activities. It’s designed to show […]
"Exploring the Social Media Networking and Media Landscape"
Financial advisors should learn about social media, whether or not they participate. “Exploring the Social Media Networking and Media Landscape,” a presentation by John Stone of Revenue Architects, got advisors talking at the Schwab Impact conference. Stone looks at social media with an eye to how they can help grow revenues. You can view Stone’s […]
How to make one quarterly letter fit clients at different levels of sophistication
You have clients with different levels of financial sophistication. But you probably don’t have the time to write separate letters tailored to each client’s understanding of investment jargon. To help you manage your time–and keep your clients happy–here are my top five tips for a one-size-fits-all client letter. I’d like to thank the Maine CFA […]