Tag Archive for: advisor

How to add personality and warmth to your financial writing–Part one

Independent financial advisors find personality is a powerful marketing tool. It’s one thing that’s unique to you. However, it is not always easy to infuse your writing with personality.

In this two-part post, I address five tools you can use to address a personality gap in your writing, starting with personal stories.

1. Personal stories

Telling personal stories is an obvious way to give a flavor of your identity. It’s simplest if you’re an advisor who has grappled with many of the same financial issues as your clients. For example, you may have struggled with how much allowance to give your children. A story about how you reached your decision–or how you communicated it to your children–is a great kernel for a blog post, if you’re comfortable sharing.

Your personal story need not be directly related to a financial decision. I like how Jude Boudreaux of Upperline Financial writes about life lessons learned from his baby in “Baby Steps Aren’t Just for Babies.” Even non-parents like me can relate to a baby learning to walk. Jude takes pains to translate his little girl’s first steps into lessons for you, the reader, rather than focusing solely on himself and his family. He concludes by asking, “What baby steps can you take today to continue your growth as a person?”

Looking for inspiration?

Here are more examples of financial planners who share personal stories:

Still stumped? Father’s Day is coming up on June 17. Consider writing a post about “Lessons I learned from my father.” Be sure to include the implications for your readers. Give them a reason to care. If you write a Father’s Day post, please post a link in the Comments section. Thank you!


For more on this topic, please read the second part of this article.


Image courtesy of Stuart Miles at FreeDigitalPhotos.net.


Poll: Advisor vs. adviser

Which spelling is correct—advisor or adviser?

Google argues for advisor. Searches yielded 741 million results for advisor versus only 132 million for adviser.

The SEC favors “adviser.”

When I ran a poll on this topic in 2012, “advisor” won over “adviser,” 79% to 21%. Most of my clients prefer “advisor,” too. However, some people whom I respect favor “adviser,” as you’ll see in Bill Winterberg’s tweet, the links below, and the comments on this post.

Updates to “Advisor vs. adviser”

July 2012 update:

Here are links to two recent articles on this topic:

March 2017 update: I removed the outdated poll reference and shared the results of that poll.

Also, see the advisor vs. adviser link in the following tweet, courtesy of Stephen Foreman:

Phillip Shemella, author of “Advisor or Adviser: A data-journey for one word that goes both ways,” says, “advisor is a title, and adviser is anyone else who advises and is not already an advisor.

Adviser or advisor? The debate rages on” covers similar ground in Investment News.