SEC’s update to CFA Institute’s GIPS conference

One of the SEC latest initiatives resonates with the experience of Lucile Corkery, Associate Regional Director for Examinations, Boston Regional Office, U.S. Securities and Exchange Commission. That’s enhancing the licensing, education, and oversight of back office personnel. Corkery and her colleague, Melissa Clough, senior staff accountant, discussed a list of SEC initiatives on the first […]

Thank you, Maine CFA Society!

The Maine CFA Society got into the spirit of my Sept. 17 presentation on “How to Write Investment Commentary People Will Read.” They skewered me for using an unnecessary adverb in a sample sentence. That’s the enthusiasm I enjoy when I teach CFA charterholders to write more concise, compelling investment commentary.

Three tips for how often to publish your newsletter

Newsletters are a great way to connect with your clients, prospects, and referral sources. But you may lose–or even alienate–readers if you communicate too often. If you don’t contact them often enough, they may not think of you at the right time. In this blog post, I’m sharing my top three tips to help you […]

Six ways to stop sending emails with errors

Everybody sends occasional emails with typos and punctuation mistakes. But some emails are more important than others. When you want to make your email perfect, follow these rules.  1. Print out your email. Somehow it’s easier to see errors on paper.  2. Read it out loud. This is good for catching missing words that your […]

It’s not ONLY about your audience

Think more about your reader and less about yourself. That’s one of the main things I say in my writing workshops. But sometimes it makes sense to bring yourself into your communications. Ask this question: What aspects of myself and my life experience will help me connect with [my audience]? –G. Richard Shell and Mario […]