Website lessons from the Obama administration
You can learn about good website design from the Obama administration. Writer Matthew Battles explains how in “Extreme makeover WhiteHouse.gov edition: How should we read the new Obama home page?”, in today’s Boston Globe. Some of the key lessons illustrated by the new whitehouse.gov website: Prioritize. Put your most important information first. Remember the top […]
Visit the Tax Policy Center for analysis of stimulus package
The Tax Policy Center offers report cards and other resources to help you understand the economic stimulus bills.
Using your client’s house to explain the market
I like this example of plain talk cited in Eric Rasmussen’s “Who Ya Gonna Call?” in Financial Advisor Magazine (Dec. 2008). Michael Kresh of M.D. Kresh Financial Planning uses a down-to-earth image, as Rasmussen describes. To explain the market to clients, he asks them to imagine what would happen if they were forced to sell […]
Tips for streamlining your writing from the Word Wise blog
Shorter is almost always better when you write. Check out “One (Isn’t) the Loneliest Number,” a list of phrases that can be replaced with a single word, from Dan Santow’s Word Wise blog. It’ll teach you to use words like “now” instead of “at the present time” or “at this point in time.”
Would you "robo call" your financial planning clients?
I wouldn’t. I winced when I saw “robo calls” among the crisis communications tools recommended by a marketer who shall remain anonymous. This person suggested using robo calls to invite financial planning clients to a quickly organized meeting or conference call at a time of crisis. Robo calls. Those automated, pre-recorded phone messages that jam […]