Webcast: "What to Say to Clients Now"

Investment News is running a webcast on “What to Say to Clients Now” on September 23. Check it out, if you’d like to hear how others are talking to their clients about the craziness on Wall Street. _________________Susan B. Weiner, CFA Check out my website at www.InvestmentWriting.com or sign up for my free monthly e-newsletter. […]

Avoid these mistakes when you evaluate single-manager hedge funds

If you focus only on investment essentials such as philosophy, process, performance, and people when evaluating single-manager hedge funds, you could miss out on some key information. Some of the other questions you should consider, according to “Selecting Single-Manager Hedge Funds for Private Client Advisers” by Richard Boutland, include: For a non-U.S. fund, who is […]

Make your clients smile, while you stay safe from lawyers

Making a client smile can bring your meeting one step closer to a successful result.  So, consider licensing a cartoon about the economy or stock market. It’s easy to find them by searching CartoonBank.com, a collection from the New Yorker.  Could you use the cartoon described by the following caption? “I got out of tulips […]

"Writing Effective E-Mail: Top 10 Tips"

You can’t be an effective financial advisor, if you can’t communicate effectively via e-mail. Your e-mail subject line is key. If you write a weak subject line, your client or colleague may ignore or even delete your message. Write a strong one, and you’re more likely to get the response you need. “Writing Effective E-Mail: […]

Get to the point quickly, or lose your web readers

“Web content must be brief and get to the point quickly, because users are likely to be on a specific mission.” I agree with this assertion by Jakob Nielsen, a guru of website usability, in “Writing Style for Print vs. Web.”  Nielsen gives good pointers for web writing in “How Users Read on the Web.”  […]