ACLI promises better disclosures about annuities

The American Council of Life Insurers (ACLI) is promising to improve disclosure about annuities in cooperation with the National Association for Variable Annuities (NAVA), according to “User-Friendly Annuity Documents Planned,” an article on the Financial Advisor website. Maybe they could start with the so-called “easy to read tip sheet” for seniors on their website. It […]

How to make your ultra-affluent clients happy

“…the model that works in the institutional world does not necessarily translate well to the world of the ultra affluent,” writes Scott Welch of Fortigent, LLC in “Differentiating When Consulting to the Ultra Affluent,” an article published in the CFA Institute’s private wealth management e-newsletter. So, while wealth managers like to talk about bringing institutional-quality […]

How I ghostwrite your financial article

Too busy to write an article? Hiring a ghostwriter is a great way to produce a compelling article in a short amount of time. Ghostwriting is one of my specialties. Please read on for an explanation of how you and I can work together. My ghostwriting process typically includes these steps: 1. Topic identification 2. […]

"You Can Write – Six easy tips to getting words from your head to your computer keyboard"

Financial advisors need to write to their clients. It’s an essential part of marketing. “Phone conversations are fleeting and cannot be handed as a referral to a friend in the same way that a piece of written material can be passed on,” as PR consultant Beth Chapman of Ink & Air points out in “You […]

Cheer up your clients with views of Dallas Fed authors

Has the economy got your clients feeling blue?  Cheer them up with some statistics from “How Are We Doing,” an article by W. Michael Cox and Richard Alm of the Federal Reserve Bank of Dallas. For example, over the past 20 years, “in terms of time worked at the average pay rate, the real cost […]