"Ten Speech Tips for Writing Powerful and Persuasive Presentations"

“Always work out what you want to achieve before beginning the speech process,” says author Thomas Murrell in “Ten Speech Tips for Writing Powerful and Persuasive Presentations.” The same rule applies to your written communications. Figure out your goal ahead of time. Then focus on achieving it. Weed out any content that distracts. _________________Susan B. Weiner, […]

Add Bloomberg video to your blog

Financial advisors, here’s a cool new widget that may appeal to your video-oriented clients. Click on the “Get Widget” box to get the code for adding this to your blog or website. I discovered this widget on the Investment Postcards from Capetown blog. _________________Susan B. Weiner, CFAInvestment Writing Writing that’s an investment in your success […]

“Stop Sending ‘Dear Valued Client’ Emails”

When you address your correspondence to “Dear Valued Client,” you send the wrong message. It says you don’t care enough to personalize your message. So, check out the email solutions described in “Stop Sending ‘Dear Valued Client’ Emails” by Bill Winterberg on his FP Pad blog. He suggests using a service like Constant Contact, which […]

Do financial blogs make a difference?

Financial blogs have multiplied like crazy. But are they worth reading? When I researched “Investment Strategy Blogs Slow to Influence Advisors,” I found that financial advisors aren’t paying much attention to blogs. However, in some cases, investment strategy blogs affect advisors’ buy and sell decisions or help them refine their thinking or their client communications. […]

Vary your paragraph length like NYT columnist Floyd Norris

It can be painful to read a page full of long sentences and longer paragraphs. That’s why, when I teach “How to Write Investment Commentary that People Will Read,” I suggest that people vary the length of their sentences and paragraphs. New York Times columnist Floyd Norris illustrates this nicely in the print version of […]