Guest post: Attaining and Sustaining High Productivity in Investment Management Marketing
Investment management firms need optimal internal collaboration to achieve the best possible communications, marketing, and client service as they cope with anxious clients, tight budgets, and lean staffing. Tips for how to achieve this goal are the focus of this guest post by Jacqueline L. Charnley and Christine M. Rostvold, founders of Charnley & Rostvold, […]
What financial advisors can learn from the "60-Minute Naked Truth Salesletter Formula"
Having a hard time writing your first sales letter? The “60-Minute Naked Truth Salesletter Formula” can get you started. But you should tweak his formula to reach your audience and to keep your compliance officer happy. The formula Here’s my interpretation of the formula. You can read more details in Michel Fortin’s explanation of Dean […]
Bloggers’ top two punctuation mistakes
“Financial blogging has it’s challenges”, said the copywriter. If you identified the errors in the sentence above, you probably aren’t making bloggers’ two most common punctuation mistakes. These mistakes aren’t confined to blogs. I see them in every kind of financial and personal communication. It’s vs. its “It’s” is a whopping exception to the rule […]
Behavioral Finance – A Three-Part Model for Client Relationships
Behavioral finance can deepen your client relationships during market turmoil, if you recognize your clients’ emotional right-brained reactions before you offer insights based on your analytical left-brained analysis. By applying a three-pronged process of Recognize-Reflect-Respond, you can adapt to new information in a thoughtful and effective framework. Gayle H. Buff, president of Buff Capital Management, […]
A title can make a world of difference
“Titles and subtitles are turbocharged text. They are your work distilled,” says Francis Flaherty in The Elements of Story, p.247. So, don’t just dash off your titles and subtitles. Put some thought into them. Make them convey the main points of your articles or blog posts. You’ll get more readers, if you follow this advice. […]