Quick email tips for financial advisors and clients in my guest post

You can snare some quick tips for advisor-client email communications in my guest post for the KBK Wealth Connection blog.

The tips boil down to

  1. Get to your point quickly
  2. Keep it short
  3. Organize clearly

Visit Kathleen’s blog for more details.
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Susan Weiner, CFA, writes and edits articles, white papers, blogs, investment commentary, web pages, and other communications for leading investment and wealth management firms. She has presented “How to Write Emails and Letters Your Clients Will Read” to great reviews by financial advisors 

Copyright 2010 by Susan B. Weiner All rights reserved

My May blog posts by category: Blogging, economy/investments/wealth management, marketing, social media, writing

Did you notice that I went wild in May, posting every day as part of the Word Count Blogathon? For your convenience, I’m listing my May posts by category.

Blogging

Economy, investments, and wealth management

Marketing

Social media

Writing

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Receive a free 32-page e-book with client communications tips when you sign up for my free monthly newsletter.  

Copyright 2010 by Susan B. Weiner All rights reserved

The two most important words are…

Copyblogger Brian Clark’s lessons in “The two most important words in blogging” apply equally to any form of marketing communication. Pay attention because using these words will make your communications more persuasive.

See if you can guess the two words before you surf to Copyblogger’s site. If you have attended any of my presentations on writing, you should know one of the two answers.
 ____________________    
Receive a free 32-page e-book with client communications tips when you sign up for my free monthly newsletter.  

Copyright 2010 by Susan B. Weiner All rights reserved

Guest post: "Correct Grammar Errors in Your Writing Quickly and Easily "

Adults often struggle to improve their writing skills. That’s why I’ve become a fan of the teaching techniques of @LindaAragoni. In this article, Linda shares a technique for cutting the number of grammar errors in your written communications.

Correct Grammar Errors in Your Writing Quickly and Easily
By Linda Aragoni

Do you have trouble correcting your writing for grammar errors?

I know I do.

I suspect you do, too.

Here is a simple way to make correcting your writing easy.

First, keep a list of the grammar errors you make regularly. Most people make a few errors repeatedly. An error you make once in five years is no big deal, but a grammar error you make once every five sentences is an error you need to eliminate.

Your teachers probably have told you about your habitual errors for years. Errors like sentence fragments, comma splices, and run-together sentences top the list. Subject-verb agreement errors and problems with pronoun-antecedent agreement are not far behind. Chances are you know how to correct those grammar errors if you see them.

To make sure you see grammar errors so you can correct them, read your completed paper looking for just your most frequent error. If your most common error is writing sentence fragments, scrutinize each group of words between terminal punctuation marks to see if it is a true sentence. Do not worry about anything else when you look for fragments. If you see any other kind of error, highlight it to fix later.

After you finish reviewing your paper for your most common mistake, go through it looking for your second most common error.

Keep doing that one-error-at-a time correction until you have examined your paper for each of your habitual errors.

When you correct for a single error at a time, take a break between errors. Do not try to cram the editing into the hour before a paper is due. If you do your editing in 5-10 minute sessions spread over a day or more, you will do a better job and experience much less stress.

Although this single-minded correction strategy sounds as if it would be terribly time-consuming, it can be done quite quickly. And it pays off quickly, too. If you can eliminate from your writing three errors you make habitually, your writing will show a big improvement immediately.

Linda Aragoni’s one-mistake-at-a-time strategy grew out of teaching grammar study skills to first-year college students using their error-riddled papers as practice exercises. Her e-book Grammar Abusers Anonymous teaches mature high school and adult students how to master grammar without paying tuition. Copyright 2010 Linda G. Aragoni. 
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Receive a free 32-page e-book with client communications tips when you sign up for my free monthly newsletter.  

Copyright 2010 by Susan B. Weiner All rights reserved

Top four email mistakes to avoid when you have a referral

You’ve probably used a referral to ask a stranger for an informational interview or a chance to talk about your business. If you make your initial contact by email, please avoid the following common mistakes:

  • Burying the name of your mutual acquaintance in the body of your email
  • Not making it clear immediately what you’re seeking
  • Not identifying yourself clearly and succinctly
  • Putting the burden on the other party to follow up

Let’s flip these mistakes to get a list of best practices. 
 

4 best practices for emails following up a referral infographic

1. Highlight the name of your referrer
When I’ve got a referral, I often put the referrer’s name into my subject line. For example, “Allan Loomis referred me” or “Allan Loomis suggested I talk with you.” The familiarity of that person’s name raises the odds that the recipient will open your message. 
 
2. Quickly tell your reader what you’re seeking 
3. Identify yourself briefly
People are busy. They don’t want to read a long email to figure out what you want from them. Open with a line such as “Allan Loomis suggested I contact you for a brief informational interview about how you manage your investment research needs.” Then, and only then, should you give a brief self-introduction.
 
4. Take the initiative to suggest some times when you and the recipient of your email can connect
Nothing stops you from writing “I look forward to hearing from you.” But don’t expect your recipient to follow up. The burden is on you because you’re the person requesting the favor. I increasingly find myself writing “I will call you next week to follow up.”
 
Pay attention to these tips and you’ll increase your odds of success whether you’re marketing yourself or your company.

Image courtesy of Stuart Miles at FreeDigitalPhotos.net.

Financial advisor poll: How do you sign your business emails?

Email communications with clients, prospects, and referral sources are an essential part of  your private wealth management or investment business. Handle them well, and you deepen your relationships. In How to Instantly Connect with Anyone, author Leil Lowndes suggests an email closing technique that may boost your effectiveness.

Even something as small as your email signature sends a message to your clients, prospects, and referral sources. You set a different tone when you end with “Sincerely, Jane Advisor, CFP, CFA, Senior Vice President” instead of “See you soon, Jane.” 

Lowndes suggests that you forego traditional closings in favor of ending your email with your recipient’s name. For example, “Thanks so much for your help, Samantha” when Samantha is the person you’re emailing.

According to Lowndes’ approach, you can get away with just your first name or initials–or even nothing at all–after such a line. “Hearing their own name unexpectedly as the last word of your message makes them feel an instant connection with you,” she says.

I like Lowndes’ idea. But only in moderation. If you close every email like this, the technique will lose its impact.

The rest of the time, you’ve got an array of more traditional closings to choose from. You need to strike the right balance between formality and warmth. This may mean using different signatures for different clients, depending on  your relationship with them. Signatures may also vary by occasion.

Please answer the poll in the right-hand column of this blog about which of the following closings you use most often. 

  • Best wishes
  • Bye 
  • Cheers
  • Have a great day/weekend
  • Kind regards
  • Sincerely
  • Sincerely yours
  • Thank you
  • Warmly
  • Yours truly
  • –None of the above

I’ll report on the results in my June e-newsletter.

By the way, in these days of blogging transparency, I’m disclosing that I got Lowndes’ book for free. I won it in a Twitter contest when I was the first to reply to a tweet by the publisher.


Related posts

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Receive a free 32-page e-book with client communications tips when you sign up for my free monthly newsletter.  

Copyright 2010 by Susan B. Weiner All rights reserved

Whoa, insurance = spam?

Insurance can get your email tagged as spam. I never would have guessed.

I saw the following message after I ran one of my e-newsletters through a spam checker.

It looks like there are some words in this email that might send your email to a Spam folder. To make sure your email is delivered successfully, we recommend going back to change or remove the following words: insurance.



Perhaps this happened because there are too many spammer pushing shady insurance schemes.

Fortunately one iffy word isn’t enough to keep your email out of most in-boxes. Look at your overall spam rating before you panic. If it’s low, like the typical rating on my e-newsletters, you should be okay. 

The “open” and “bounce” rates for my e-newsletter mentioning “insurance” were no worse than usual. However, “insurance” was the newsletter’s only element tagged as potential spam.

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Receive a free 32-page e-book with client communications tips when you sign up for my free monthly newsletter.  

Copyright 2010 by Susan B. Weiner All rights reserved

"You" can help your job hunting "thank you"

Which “thank you” are you more likely to read? The note that opens with 1) “Thank you for meeting with me” or 2) “Your company’s disciplined approach to…”?

Number 1 makes me yawn. “Another lame thank you note,” I say to myself, although I’m impressed the writer bothered to write when so many people don’t.

Number 2 makes me think, “Hey, this person listened to me! They’re writing about one of my company’s key messages.”

Recruiters and career counselors tell job hunters their communications should focus on the company that they’re pitching instead of on themselves. One way to achieve this is to start your “thank you” note with the words “you” or “your,” and then convey your appreciation later.

A friend tried a variation on this when requesting an informational interview from a senior executive. He opened by citing an article that had quoted the exec. “You said ‘…’ in this article, which interested me because…’ ” He got the interview.

The power of “you” isn’t just for job hunters. It boosts the power of most communications–blogs, brochures, articles, websites, white papers, and more. Try it and see!


Related posts
Which topic should you discuss in your client email’s first paragraph?
Your mail has three seconds to grab your reader’s attention
* To “dear” or not to “dear” in your email

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Susan B. Weiner, CFA
If you’re struggling to pump out a steady flow of good blog posts, check out my five-week teleclass for financial advisors, “How to Write Blog Posts People Will Read,” and sign up for my free monthly e-newsletter.
Copyright 2010 by Susan B. Weiner All rights reserved

Poll: Which topic should you discuss in your client email’s first paragraph?

When you email your clients, they expect you to
* Be polite
* Be clear
* Provide any necessary background information

So when you email a request for action to a client, what should you discuss in the first paragraph?
1. Social niceties, such as “It was nice to see you last week…”
2. Your request, such as “Please sign and fax the attachment…”
3. Background to your request, such as “Remember we talked about adjusting your asset allocation…”

Please answer the poll in the right-hand column of my InvestmentWriting blog. I’ll report the results–and share my bias with you–in next month’s newsletter. The NAPFA MA members who attended my email writing workshop know my leanings, but I wonder if I’ve convinced them to change their habits.

I’ll report on the poll results in my February e-newsletter.

Related posts:

Thank you, NAPFA MA Study Group, for your great response to my email/letter writing workshop

The NAPFA MA Study Group asked lots of great questions during my November presentation to them on  “How to write effective emails to your financial planning clients.” Thank you, NAPFA members and guests, for your energetic participation!

Here’s some of their feedback.

  •  “I found this presentation very helpful in the sense that it focused on key elements to being an influential but understandable advisor.” 
  •  “Susan’s presentation brought to life the benefits of better writing.”
  •  “Great tips for jump starting my client communications”
  • “Susan’s presentation made me want to go back to my office and juice up my emails and letters.”
  • “I learned how to make my emails and letters more reader-friendly, how to simplify technical information, and how to entice people to actually read the email.”
  • “I have been making presentations to Fortune 500 companies for 20 years. I wish I had taken Ms. Weiner’s course years ago!”
  • “It was a very good presentation. I found it very useful and helpful….I learned how to simplify sentences, how to emphasize client’s interests, and how to structure emails or newsletters.”
  • “I feel like I now have a variety of tools available to write better emails, letters, and all correspondence.”

Now I can’t wait for my next opportunity to present this workshop to financial advisors!