Marketing wealth management to women with Charlotte Beyer

You know that women present an attractive audience for your wealth management or other financial services. “Women with Wallets,” a chapter of Charlotte Beyer’s Wealth Management Unwrapped: Unwrap What You Need to Know & Enjoy the Present, made me think about how you should market to women. Her book targets your potential clients instead of advisors.

1.Don’t treat all women as the same

Beyer points out that women are not all the same. Women who are newly widowed, single and highly successful in their field, married and staying at home with kids, newly divorced, or the beneficiary of a large inheritance will have distinctive needs. She tells women considering a firm to ask themselves if they feel they will be treated as an individual, not a stereotype.

To avoid gender assumptions, here’s what Beyer suggested in an email interview with me, “Look at each woman first as an individual, then discover her goals, her comfort with securities markets, and her hoped-for outcomes, both tangible and intangible.” She also suggests asking questions such as “How much do you know about securities markets?” and “How much time do you want to devote to your finances?”

2. Your employee policies matter, too

Showing respect for women clients and prospects isn’t enough. Your firm’s respect for women should permeate your firm’s culture.

Think about how your firm would fare if potential clients follow these four suggestions by Beyer:

  1. Request that a diverse team be assigned to you. This team should include younger and older, male and female, and ethnic variety as well.
  2. Inquire about the representation of women on the firm’s board and at senior levels, as well as the annual turnover/promotion of women professionals versus men.
  3. Find out how maternity leave policy works at the firm. Ask about flextime, paternity policy, and elder care leave.
  4. Ask what training or educational workshops are offered to women clients. Also ask what professional skills training is offered to women professionals in the organization.

In her email to me, Beyer said, “While many firms may not have answers that will satisfy the client, the willingness to examine current policies and be open to change is appreciated by clients. Cultural change comes slowly, and these questions can speed up the process.”

In addition, she said, “If a firm is proactive and begins to tackle these questions before they are asked, this shows a genuine desire to analyze gender issues. That will be detected quickly by clients and seen as a positive—even as the firm struggles to bring in more women advisors, for example. The turnover of women in financial services is well known. If a culture is not welcoming what women will remain with this firm? Good news: just asking the tough questions internally benefits that firm.

Looking for more book recommendations? Check out “My 2017 reading, with book recommendations for you.

Disclosure:  If you click on an Amazon link in this post and then buy something, I will receive a small commission. I provide links to books only when I believe they have value for my readers.

Early Bird registration for financial blogging class

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Have you ever…?

Have you ever struggled to interest a prospective client in your investment, wealth management, or financial planning services? It’s not easy.

When speaking with prospects, a good “have you ever” question can help you to engage them in a two-way conversation. If you touch on a topic that means something to them, you’ll learn information that can deepen your relationship. Try it to see what they tell you about their challenges, fears, and strengths.

Looking for another example?

My intro gave you one example of a “have you ever” question. Here’s another idea, inspired by Marie Perruchet’s One Perfect Pitch: How to Sell Your Idea, Your Product, Your Business–or Yourself (Business Books). In her book, she quotes someone talking about how they help clients, saying “We tell our companies about the bad days—and there will be bad days—and how we will help them through.”

I think that person should ask prospects, “Do you ever have a bad day?” Then, they should wait for the answer, as Perruchet suggests, before diving into their pitch. Your pitch is more powerful when you can tie it to your prospect’s pain as explained in their own words.

As I’ve said elsewhere, your marketing will go further when you focus on your prospects, instead of how great you are. Talk about your readers’ WIIFM (what’s in it for me). You’ll increase their interest in whatever you say.

If you’re writing something, consider taking the approach I discuss in “Make your writing easier with my fill-in-the-blanks approach for structuring articles,” which focuses on your readers’ problems.
Disclosures: I received a free copy of this book from McGraw Hill in return for agreeing to mention it in my blog. If you click on the Amazon link in this post and then buy something, I will receive a small commission. I only link to books in which I find some value for my blog’s readers.

Webinar lessons from my annual webinars

Mastering the technology for my first webinar in 2014 was hell, as I have shared in “Tech tips for your educational webinar—learn from my experience.” Things have gotten easier since then, especially because I’ve stuck with GoToWebinar, but things can still go wrong. If you’re an infrequent webinar presenter like me, you can learn from my experience presenting my annual investment commentary webinar.

Lesson 1. Stick with the same software

There may be webinar software that’s better or cheaper than GoToWebinar. But over four years of annual webinars, I’ve learned how to manage its basics. Also, the branding and some other settings that I’ve established in past years carry over from year to year. That saves me time.

You may think that all webinar software functions basically the same. My 2014 experience shifting to GoToWebinar from an awful low-cost provider suggests that’s not true. However, I only have experience with two providers.

Lesson 2. Plan to practice early and often

Things will go wrong with your webinar software. At least, that’s true in my experience. So run practice sessions—including sessions with simulated viewers (and co-organizers, if relevant).

In my experience, moving the cursor is often a source of problems. So, manipulate it a lot. Sabotage yourself, and then practice recovering. Then, if something goes wrong in your live presentation, you’ll recover more rapidly.

By the way, if you’re only moving from slide to slide, you may be able to skip moving your cursor because you can advance slides using an arrow key. However, this means you’re not using tools like polls or highlighters. Nor are you reviewing and managing participant questions or comments. By not using those tools, you lose opportunities to engage your audience. That may hurt the effectiveness of your webinar.

If you uncover problems early enough, you can work with the webinar provider to find a solution that minimizes them. Through multiple exchanges—on the telephone and in the online support community—this year I found a less trouble-prone way to advance my slides.

Lesson 3. Be aware that software may change from year to year

Software changes. There may be “improvements” or the software may change to accommodate new operating systems, like Windows 10.

For example, I believe that, back in 2014, the lines that I drew using GoToWebinar’s drawing tool disappeared when I clicked to the next page. That was convenient. But now I have to erase those lines. That’s an extra step that slows me down so I’ve stopped using the drawing tool.

In short, you assume at your own risk that what works one year will work again the next year.

Lesson 4. The experience of your helpers matters

I’m lucky to have worked with some wonderful helpers on my webinars. One of my helpers had lots more experience in webinar presentations and technology than the others. Her experience made my experience more relaxing.

I highly recommend using helpers to manage your introduction, Q&A, and behind-the-scenes logistics. They’ll improve the experience for you and your audience. However, if you’re a worrywart like me, you’ll also do some practice sessions in which you play all of the roles. In a pinch, I could have introduced myself, launched my polls, and handled technical problems and Q&A on my own. Sure, I would have felt like an anxious mess. But I could have blundered my way through the presentation.

Consider these lessons to give yourself and your audience a better webinar experience.

Image courtesy of Stuart Miles at

How I named my website—and the lessons for you

I’m reading One Perfect Pitch: How to Sell Your Idea, Your Product, Your Business—or Yourself. Author Marie Perruchet says, “Very often, a startup’s name tells much more about the company’s story.”

That made me wonder, what does my naming story say—and what lessons might it offer for naming your financial services firm?

Here are my lessons for you.

1. Personal vs. generic name

Do you want a name that’s specific to a firm headed by you, as with Or, do you want a generic name?

I started out wanting to use my own name to make it clear that I’m the only person who does my firm’s writing, editing, and training. As Perruchet says, “Audiences are smart and can easily detect what is fake. There is no reason to inflate or transform the truth.”

However, think differently if you plan to build a firm with employees—a firm you may eventually wish to sell. You might prefer a more generic firm name that doesn’t use your surname. You can still personalize by using words or images that resonate with you and your target audience.

For example, I love the spinning classes at my gym. If I were starting a writing business aimed at companies offering spinning-related classes and products, I might call it Spinning Words.

2. Grab your desired name ASAP

I wanted to use for my website. Unfortunately, it wasn’t available when I started. I faced much less memorable variants that involved inserting hyphens or underscores into my name.

As you consider names for your investment, wealth management, or financial planning firm, see if your candidates have already been taken by someone else. The Small Business Administration offers advice on how to check that your business name won’t infringe a trademark or if another local business has already incorporated under the name.

Think about your website name, in addition to your firm’s name. If a couple of short, memorable names are available, consider reserving those website addresses. It’s fairly inexpensive. For example, it’s about $15 per year for a URL on GoDaddy.

3. Crowdsource

What if the name you want isn’t available? That’s what initially happened to me with

My first thought was to use because my title at my previous corporate job had been director of investment communications. Unfortunately, that website address was already taken.

I asked my web designer for advice. His suggestions included In retrospect, I’m glad I was forced into using something other than InvestmentWriting is more memorable and more easily spelled, especially since I pronounce my name WEE-ner, instead of the more common WI-ner. Also, Investment Writing identifies my key skill. That’s priceless.

If I ran into this problem today, I might crowdsource my naming dilemma. I might ask for ideas on social media, as I did for my book cover. Or, I might ask a select group of colleagues. Your choice will depend on how comfortable you are with these options.

4. Don’t give up on your ideal website address

Remember how I wanted My web guy kept his eyes open. We snared that address once it became available. Now it rolls over to

Disclosure:  I received a free copy of One Perfect Pitch from McGraw-Hill in return for agreeing to write about it. Also, if you click on an Amazon link in this post and then buy something, I will receive a small commission. I only link to books in which I find some value for my blog’s readers.

Top posts from 2017’s second quarter

Top posts on InvestmentWriting.comCheck out my top posts from the second quarter!

They’re a mix of practical tips on marketing (#1, 6, 7), writing (#4, 5, 9, 10), blogging (#3, 10), newsletters (#2), compliance (#3), and investment commentary (#8).

Here’s my list of posts that attracted the most views during the second quarter.

  1. Be specific about your advantages, or lose prospects—This post received many social media shares.
  2. Catch e-newsletter non-openers with this technique—I’ve boosted my newsletter’s open rate with this technique.
  3. Fixing compliance issues with comments on your LinkedIn Pulse posts
  4. Quotation websites for your writing
  5. Underline your way to less financial jargon
  6. Use Trello to manage your VA’s marketing help
  7. Financial call transcripts: are they good for marketing?
  8. What are your top challenges in writing investment commentary?
  9. Writing lessons from a famous painter’s journey
  10. AP StyleGuard: the answer to your proofreading prayers?

Dare to be different in your financial marketing

On my bicycle close to where I first glimpsed the Robolights

The Robolights house grabbed my attention. Its colorful sculptures stood out as my husband and I bicycled around the sleek modernist houses of Palm Springs’ Movie Colony neighborhood.

We were just one block away from Frank Sinatra’s house, where we glimpsed the pool side entrance as men set up for a party. We’d been biking and driving around, guided by a map of modernist architecture in Palm Springs, California. The colorful Robolights sculptures contrasted with the subdued earth tones that we saw around it in other homes and the landscape.

More Roblights sculptures

More Roblights sculptures

I saw no garish colors as I peeked in the back entrance to Frank Sinatra's house

Looking in the back entrance to Frank Sinatra’s house

another modernist home in Palm Springs

Another modernist home

Lesson for financial marketers

Too many marketers for financial services firms produce messages and materials that look the same. That’s okay if you don’t want to stand out from the crowd.

If you DO want to stand out, try becoming the Robolights house of your niche. Embrace a different appearance.

Sure, some people will shy away from your differences. I saw some nasty comments about the Robolights house.

On the other hand, other people will become passionate fans. Don’t you want to attract people who appreciate the real you?


If you enjoyed this post, you may also enjoy 6 ways financial advisors can differentiate themselves or You vs me — or we: A rant on financial marketing.



Be specific about your advantages, or lose prospects

It’s hard to stand out among financial firms offering similar services and products. That’s why I agree that you should be specific about your advantages, as suggested by Marie Perruchet in One Perfect Pitch: How to Sell Your Idea, Your Product, Your Business—or Yourself. Learn and share your differentiators.

Perruchet says:

A key differentiator should be specific. All customers expect good value, fair prices, excellent customer service, and reliability, to name a few. You are bringing unique value to your market. You solve a unique problem for your customers. That’s the key differentiator.


Find your differentiators

How do you identify your differentiators? While Perruchet’s book is geared to entrepreneurs pitching to investors, some of her questions for uncovering uniqueness can help financial advisors, too. Here are some of them:

  • “Remember your last interaction with a client who loves your product. What made him rave about it?”
  • “Remember the last time a client, user, or partner told you about your product’s efficiency. What did the person say?”
  • “Who is the human resource who stands out and affects your product the most?”

After answering Perruchet’s questions, can you quantify the contribution that your differences make to the results or experience of your clients? If you can, that’s powerful.

Still struggling to find your differentiators? In an email interview with me, Perruchet suggested that you ask your clients why they’ve enjoyed working with you. Ask questions such as, “Why would you recommend me to your friends? Can you tell me of situations where I have really made a difference?” Push your clients to be as specific as possible. Next, share what you’ve learned with your leads to see how well it resonates with them.

Perruchet suggests that you tell a customer story. Create an imaginary character. Walk us through his painful day. Show him experiencing real problems that are solved by your (new) product features. Consider using client testimonials or case studies, if you work in an area of financial services where that’s allowed. Check with your compliance officer to see what’s allowed. However, you’re not likely to have much luck if you’re an investment manager.

Perruchet’s take on advisor mistakes

Knowing that Perruchet has worked with some financial advisors, I asked for her insights specific to that experience. She kindly shared her list of the top mistakes that financial advisors make when pitching to prospects. By the way, I love her tip about trying your pitch on your friends. I suggest a similar technique for testing your writing.

Here’s Marie’s take on advisor mistakes:

Mistake 1. Not simplifying the pitch 
Problem: A pitch should be simple enough that the person who hears it can remember and tell it to others in their own words. The leads you pitch to today may not become your clients, but they may have friends who are shopping for a financial advisor and are a perfect fit for you. What should they tell their friends about you? How can you give them the elements to pitch for you to their friends?

Solution: Practice with friends who are not in your field (or co-workers) and ask them for feedback on your pitch (for example, ask if it is clear and specific). Ask them to put your pitch in their words. You will spot the mistakes right away.

Mistake 2. Not discussing specific problems they enjoy resolving for clients
Problem: You need to discuss the main problem you resolve for clients. Generalizations don’t work.

Solution: Give examples as many times as possible and use simple English. For example, do you enjoy working with people who want to buy a house in the next three years, who have moved from a foreign country so they don’t understand the U.S. financial system, or who don’t know how to start saving in their first job out of college? Or maybe you prefer clients who just sold shares of their start-up and don’t know what to do with the proceeds, or who need to start saving for retirement? Be specific so people retain images in their heads. For example, make them visualize their retirement in Palm Springs.

Mistake 3. They have a great 15-minute script, but they don’t do their homework about their leads.
Problem:  Your pitch won’t resonate with your prospects if you repeat it by rote or fail to provide situations that are relevant to them.

Solution: Do research about your prospects before you meet them. A great deal of information is available via the internet or social media. Then you can refer to their specific situation. For example, you can say, “as you have a new kid,” or “as you have just changed jobs,” or “as you have just refinanced your home.” When you understand the struggles they face, you can tell them about clients who faced the same and similar situations, and how you helped them. People think they are unique but they are going through universal problems.


Disclosure:  I received a free copy of One Perfect Pitch from McGraw-Hill in return for agreeing to write about it. Also, if you click on an Amazon link in this post and then buy something, I will receive a small commission. I link only to books in which I find some value for my blog’s readers.

Keep on clicking links, or make unhappy discoveries later

Do you ever get tired of clicking links in your online and emailed publications to make sure they go to the right place? I do.

It’s frustrating to click, click, click because 999 times out of 1,000 the link goes to the right place, and I see what I expect to see there. But what about the 1,000th time?

My shock from clicking a link

As I worked with my virtual assistant on my marketing emails for my upcoming investment commentary webinar, I thought, “I don’t need to continue clicking links to my registration page on EventBrite. We’ve used these emails and links forever. What could go wrong?”

After all, my assistants and I have used EventBrite since 2012. Over the years, each assistant has quickly gotten the hang of updating the dates and fees on the registration page, while repeating the same formatting.

I clicked anyhow, expecting to see the usual formatting with my logo at the top. Instead, I saw something similar (I didn’t think to save a screen shot) to the following:

My surprising result from clicking lniks

My logo and some of the usual text had been stripped out of my event registration page, apparently due to an “upgrade” in EventBrite’s software.

I tweeted to EventBrite to learn about the changes, and emailed my VA for help. Luckily, both responded quickly. Now I have a new registration page with my logo and some color, as you’ll see below.

new webinar registration page


What a difference clicking links makes! As a result of clicking the links, I found a problem that would have embarrassed me if I’d waited for my readers to discover it.

Clicking links lesson for you

What’s the lesson for you? Keep on clicking links to check that they meet your expectations.

After this experience, I think I’ll check more links than I used to. I must resist the urge to assume that everything is OK.

To learn more about my investment commentary webinar

Want to learn more about writing investment commentary? You’ll find the details of my webinar on my website and you can register for the webinar.

Not sure if you’ll be available at the time of the webinar? Don’t worry, you can watch a recording.

Financial call transcripts: are they good for marketing?

In my last staff job for an investment manager, I ran a weekly conference call with portfolio managers and other investment experts. Relationship managers and other portfolio managers dialed in to hear our experts’ views on the market and specific asset classes. My experience with those calls prejudiced me against using financial call transcripts for marketing. I’ll you why. But I’ll also share tips for getting more out of transcripts, if you use them.

My experience with a fixed-income call transcript

I remember a relationship manager asking me to order a call transcript to share with his colleagues and, possibly, some clients. I said “no.” Anyway, a few days later, I was surprised to receive a transcript in my email inbox. How did that happen? The relationship manager went behind my back to order a transcript. The company sent me a copy because I managed the call.

The relationship manager got his transcript. However, he didn’t really get what he wanted. After reading the transcript, he realized that it wasn’t useful. Even with editing, the transcript wouldn’t be compelling.

With that introduction, I’ll explain why financial call transcripts often aren’t good for your marketing.

3 reasons financial call transcripts may not work

Reason #1: Calls may not be as meaty as written documents

A spontaneous, unplanned call may bounce around and fail to go into depth on any one topic. This may work for some audiences, especially if audience members feels they are getting special access to normally inaccessible experts.

However, this type of call may not translate well into a transcript. It may be difficult for readers to glean useful information.

For example, imagine that your expert sprinkles tips about emerging-market stocks, investment-grade bonds, and tax planning advice throughout a call. Your expert’s wanderings are likely to  irritate your transcript’s readers.

Your transcript readers are also likely to be turned off if your expert fails to fully develop any topics. A transcript full of one-liners gets boring. that’s true even if your speaker is a top comedian. Most financial professionals don’t have comedians’ gift of gab.

Reason #2: A conversational style may not translate into writing

You can ask your transcriptionist to delete ums, ahs, and other meaningless fillers. That’ll make your transcript more readable.

However, there are other practices that work well in conversation, but poorly in writing. A conversational style tends to use more words than a good written document. For example, when speaking, a person may say “I’m going to talk about this and then that.” In contrast, a document may go directly to “This and that are important because…”

I believe that most written communications in the financial world benefit from passing my first-sentence test. However, a discussion that passes this test might sound stilted and unnatural.

Reason #3: Typos abound

Many factors can prevent an accurate transcript:

  • Speakers may not enunciate clearly.
  • The technical quality of the recording may be poor.
  • The transcriptionist may be sloppy or not know your industry. For example, I read a transcript that included the term “coverts,” as if it were referring to espionage. In fact, it should have said “converts,” a short form of “convertible bonds.”

3 ways to get more mileage out of recorded calls

1. Create speaking notes for your speakers

Provide some structure for your speakers before they get on your call. This will give your call more structure than a freewheeling conversation.

Here are two techniques to consider:

  1. Use a Q&A format. Draft questions that your moderator will ask on the call. It’ll help if the questions build in a logical order. Of course, a good moderator doesn’t stick 100% to the predetermined questions. It’s good to respond to the answers your experts give. Consider giving the questions to your expert in advance. It’ll help tongue-tied guests like me. On the other hand, some speakers may over-script and over-rehearse their answers. When you know your experts, you can manage them in the best way.
  2. Use speaking notes. I don’t recommend writing a word-by-word script. Detailed scripts tend to sap your speakers’ energy. Your speaking notes could be a list of topics, or the notes could go into more detail. Sometimes it’s good to provide bullet points for powerful statistics or stories. Stories tend to stick in people’s minds long after the facts disappear.

2. Proofread, copyedit, or rewrite transcripts

At a minimum, someone who listened to your call and someone who knows English usage rules should proofread your transcript. This will help you to avoid embarrassing mistakes.

Do you want to go beyond proofreading? There’s a spectrum from simple copyediting to rewriting the content to make it flow better.

3. Add headings

A transcript typically presents pages of text broken up only by the start of new paragraphs. When you add headings, you add visual variety. You also make it for readers to skim the document. They can figure out if the transcript touches on a big topic that interests them.

4. Create a highlights document

Back when I managed the weekly investment call for my employer, we didn’t use transcripts. Instead, I created a document that shared the highlights of the call.

Since my document was for internal use only, I wrote the highlights as bullet points. That meant it didn’t take as much time as writing in full sentences in a document that would pass my first-sentence check.

Bonus tip for working with a transcriptionist

Consider giving your transcriptionist a list of the technical terms that appear in your transcript. That may avert some mistakes.

YOUR tips?

Do YOU have tips to help marketers get more out of financial call transcripts? Please let me know.


Use Trello to manage your VA’s marketing help

If you’re a solopreneur like me, you may hire a virtual assistant (VA) to help with routine tasks like marketing. As your VA’s tasks multiply, the two of you may have trouble tracking them. You may find yourself searching for an email trail or wondering if you’ve told your VA about a specific task. That’s why I started using Trello, an online collaboration or project management tool. Here are my tips for using Trello to manage your VA’s marketing help.

Ask your VA what tool they use

When you hire a VA, ask how they track their projects. If you’re using the same tool—say, Trello instead of Asana, another popular tool—your communications will flow more smoothly because of greater integration.

However, different tools don’t pose an insurmountable obstacle. I use Trello, while my VA uses Asana with many of her clients. I think she has to import my tasks into Asana.

Set up boards that reflect your process

Boards are columns that contain cards that represent individual tasks. While Trello says that “a board represents a project,” I think of each board as a category of tasks.

My key boards are “TO DO,” “IN PROCESS,” and “WAITING for Susan’s input,” as you’ll see in the image below.

Trello boardsEach board consists of multiple cards. Each card represents a  task, such as “fix cover image–Draft LinkedIn post” in the upper left of the image. As you and your VA make progress on a task, drag it from one board to another.

A card keeps in one place all of the information related to a specific task. It cuts down on the number of emails you send and receive because all conversations about the task appear on the card.

Cards typically move from TO DO to WAITING. They may repeat the cycle by returning from WAITING to TO DO (or maybe IN PROCESS) before hitting DONE, a fourth board that is like a graveyard for completed tasks.

Pick deadlines wisely

Learn your VA’s approach to deadlines, and take it into account when setting deadlines and organizing tasks.

For example, your VA may wait until the deadline day to read about and start the tasks due that day. This causes problems if you have a big project due all at once. It also hurts if a small project is due on a busy day for your VA. If you have a huge project, you should break it down into small steps and make the first step’s deadline early. This helps VAs to pace themselves.

Breaking down tasks and scheduling them at appropriate intervals is probably a good approach for working with any VA. Time is money. The less time your VA spends assessing your schedule, the more time they can spend helping you with your marketing. Also, the typical VA balances multiple clients. I imagine that it’s hard for them to keep multiple projects straight in their heads.

Use checklists for multi-step tasks

A Trello checklist can help your VA track all of the necessary steps in completing your marketing tasks. For example, here’s the start of my monthly newsletter checklist.

newsletter checklistIn the beginning, I created one checklist per card, as with my monthly newsletter. More recently, I’ve created Trello cards that consist of multiple checklists. For example, my blogging class card includes 16 checklists organized in chronological order. It starts with a checklist called “13 weeks before class starts [week of 11/21]” and ends with “week after class ends [week of 4/3].”

Trello lets you copy checklists. After we complete one set of blogging class checklists, my VA will rename and re-date the checklists for the next class.

These reusable checklists have made my life much easier. I think they also make it easier for my VA to manage my gazillion small tasks.

Use Trello to track “use it or lose it” hours

Many VAs let you prepay for a discounted package of hours. However, they may not let you roll over unused hours into the next month. Or, they may limit the number of hours that you can roll over. On the other hand, if you need more hours than what you’ve prepaid for, you’ll pay a higher rate.

I have two monthly Trello cards to help me track my VA’s hours. A mid-month task asks her to tell me how many hours I’ve used. A late-month card asks her to tell me if I’m within two hours of using up my monthly allotment.

Archive or delete completed Trello cards

To keep Trello useful for a quick overview of pending tasks, you should move completed cards out of sight. This could mean moving to a DONE column.

Alternatively, you can archive cards, which would allow you to search and find them later. Note: your VA won’t be able to view cards that you’ve archived.

Deleting cards is the next step beyond archiving. If you delete cards, they’re gone forever.

Free vs. paid version of Trello?

I use the free version of Trello. When I had a temporary free upgrade to Trello Gold, I didn’t use it. However, if you have a technologically more complicated business than I do—or if you have a larger team—you may find a paid version of Trello helpful.

Bonus tip

Don’t make the mistake that I sometimes make. Don’t forget to hit “Send” after you create a new card or comment in Trello. If you don’t hit “Send,” your VA will never see your task or comment.

Also, you can read my tips on “9 Ways A Virtual Assistant Can Streamline Your Financial Advisor Blogging” on the Nerd’s Eye View blog published by Michael Kitces.