Why I write for you

Why I write for you

You can reach more clients and prospects when you put your useful ideas into writing. However, many investment and wealth managers lack the time—or maybe the skill—to put ideas into writing persuasively. That means your audience loses an opportunity to benefit from your expertise. When your writing isn’t as strong as your ideas, you may […]


Legal danger for financial bloggers: Two misconceptions, three resources, one suggestion

No financial blogger wants to get in trouble with the law, become liable for financial damages, or tarnish his or her reputation. You’ve probably thought about compliance with laws governing advisors registered with the SEC, FINRA, or other regulators. But what about copyright laws? I believe a significant number of advisor-bloggers are guilty of copyright […]

Mistake Monday

MISTAKE MONDAY for February 28: Can YOU spot what’s wrong?

Can you spot what’s wrong in the image below? Please post your answer as a comment. Hint: Something is missing. I post these challenges to raise awareness of the importance of proofreading.

top posts

Top posts from 2021’s fourth quarter

Check out my top posts from the fourth quarter! They’re a mix of practical tips on blogging (#1), grammar (#2 & #5), and writing (#3 & #4). My posts that attracted the most views during 2021’s fourth quarter: 20 topics for your financial blog How I use Grammarly to improve my writing When do you […]

Resource for your global communications

Resource for your global communications

More investment and wealth managers have clients and other important relationships outside the borders of the U.S. The online Microsoft Writing Style Guide from Microsoft includes a section on global communications that may help you communicate more effectively with your prospects, clients, colleagues, referral sources, and vendors. For example, its: Time and place page offers […]