Everything old is new again in advisor communications
This guest post comes from Andy McMorrow, a longtime financial marketer who has inspired some of my own blog posts. I’m glad to have his contribution about crisis communications for advisors. Everything old is new again in advisor communications By Andy McMorrow Back in the day—probably been 15 or 20 years ago—private wealth consultant Russ […]
Financial communications during the coronavirus crisis
I wish I had a magic bullet for your financial crisis communications during a time of coronavirus and big market declines. I don’t. But I want to help you, which is why I jumped at the opportunity to watch a March 18 webinar delivered by consultant Nick Richtsmeier, whose presentation at the 2019 NAPFA Fall […]
Writers, go back to the beginning
Sometimes you need to go back to the beginning to find the end. That’s my takeaway from the following quote, from David L. Carroll’s A Manual of Writer’s Tricks. When you’re stuck for an ending, go back to your beginning. When stymied for a way to end your piece, go back to the first line, […]
How to weight and organize evidence
In a typical financial white paper, you must organize evidence to support your argument. John R. Trimble’s Writing with Style suggests how you can do that. Step 1. List the evidence In Trimble’s example, a writer starts by listing all of the evidence. Next, the writer weighs the arguments. This is important because “the shotgun […]