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Using the Serial Comma? A Common Debate for Financial Writers
How do you feel about this sentence? We invited two investors, Warren Buffett and Bill Gross to our annual conference. If you are confused about whether we invited a) just two people to the conference (Buffett and Gross) or b) four people to the conference...
Financial Advisor Marketing: Using LinkedIn Pulse to Build Your Brand
We all know that LinkedIn is one of the most powerful ways to network and make new connections. But it’s now much easier to use LinkedIn as a tool for sharing your expertise and unique approach to wealth management, portfolio management, finanical planning,...
What Samuel Johnson Knew About Financial Advisor E-mail Marketing
Eighteenth-century English author, literary critic, and lexicographer Samuel Johnson once famously said, “People need to be reminded more often than they need to be instructed.” Financial advisors, accountants, estate planners, and portfolio managers would...
WSJ on Financial Advisor Newsletters: It Pays to Publish
The Wall Street Journal reported that financial advisors are increasingly using newsletters as a primary cog in their marketing efforts.“When it comes to staying in touch with clients, many financial advisors swear by the simple, age-old dictum: publish or...
Publish a Better Newsletter: You Could Learn a Lot From “Barry’s Blog”
Barry Schwartz gets it. The Chicago-based mortgage broker knows that he needs to make his weekly e-newsletter stand out in crowded inboxes. By adding 1980s-theme pop culture trivia and steady doses of self-deprecating humor, Barry’s newsletter, “Hey!...