"Email Subject Lines: 15 Rules to Write Them Right"
“Email Subject Lines: 15 Rules to Write Them Right” on the LyrisHQ blog offers some tips that can help even with your routine client communications. For starters, remember that “Fifty characters could be all that stands between you and success in your next email campaign.” Why? Because our reader will probably see only 50 characters–that’s […]
"Jeremy Siegel on why Equities are ‘Dirt Cheap’ ”
“I may be the lone optimist in this market,” said Prof. Jeremy Siegel in a Q&A published in Advisor Perspectives. He was responding to a question about his Oct. 31 Yahoo finance column, in which he said, “I would be very surprised that if an investor who bought a diversified portfolio today did not make […]
I like this financial crisis question
“Can you think of ways that something good in your life can result from the financial meltdown?” I like this question, which concludes “Rising from the Financial Ruins” on the HBR Editors’ Blog. It’s probably easiest to answer if you’ve got a financial cushion, or at least a steady job.
"Is Face-to-Face Communication Always the Way to Go?"
Should you email your male clients and meet with your female clients? Men may respond better to emails than to in-person communications, according to a study cited by Guy Kawasaki in “Is Face-to-Face Communication Always the Way to Go?” The same study says women respond better in person. I don’t like generalizing by gender. In […]
Can financial advisors write blogs and be in compliance?
An Investment Writing blog reader recently asked, “I was told that licensed financial advisors are not allowed to write blogs as far as compliance is concerned. Is this true?” It’s not true. But there are constraints. For more details on the regulatory constraints, read “Finra, SEC rules constrain advisers in blogosphere” by Davis Janowski in […]