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Thursday, February 2, 2012

January 2012 on the Investment Writing blog

Here are the links to posts you missed on the current Investment Writing blog:
  • Writers, organize or else! A lesson from Barry Tarshis
  • Iowa caucuses’ lessons for financial advisors
  • POLL: How do you edit your writing for Compliance?
  • How I managed my presentation-writing anxiety
  • Mind mapping your way to client appreciation: An FPA article
  • “Cut Adjective and Adverb Clutter,” says Booher
  • Sales letter model: You are exceptional, but…
  • You vs me — or we: A rant on financial marketing
  • Quarterly investment letters–Tell me “What makes them great?”
  • Make your webinar a magnet for audience participation
  • POLL: How do you pluralize “index”?
  • What professional writers know

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Copyright 2012 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 6:37 AM 0 comments Links to this post
Labels: financial advisor, marketing, writing

Tuesday, January 3, 2012

December 2011 on the Investment Writing blog

Here are the links to posts you missed on the new Investment Writing blog:
  • FAQ for “How to Write Blog Posts People Will Read: A 5-Lesson Writing Class for Financial Advisors”
  • Wells Fargo Advisors ad gets the focus right
  • Useful social media information from “The Social Customer”
  • Most popular 2011 Investment Writing posts
  • Guest post: “A Magazine Editor’s Top Tips for Improving Advisors’ Writing”
  • Social media lessons from my last singles dance
  • Fun with Strunk and White: Grammar rap video
  • How to manage a group blog: Financial advisor edition
  • Guest bloggers: 2011 in review
  • If a “nobody” wrote Jeremy Grantham’s quarterly letter…
  • Tweets from Jack Malvey’s Boston Security Analysts Society talk
  • Get your blog indexed, or suffer poor visibility
  • Get a break now, do the work in 2012

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Copyright 2012 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 7:59 PM 0 comments Links to this post
Labels: blog, marketing, white paper, writing

Thursday, December 1, 2011

November 2011 on the Investment Writing blog

Here are the links to posts you missed on the new Investment Writing blog:
  • Reader question: How can communicators manage difficult portfolio managers?
  • Guest post:”Using Story Telling to Educate Clients and Prospects”
  • Great ad copy from Wilmington Trust
  • Mind mapping for brainstorming as a group
  • Reader challenge: How can investment and wealth managers apply this tip?
  • Guest Post: “Doctoring the Books—the Right Way”
  • Guest post: “Creating Pitch Books Without Losing Your Mind: Design & Content Management Tips”
  • Financial bloggers, your writing skill isn’t everything
  • 5 tips for picking powerful blog post titles
  • Poll: Should institutional investment managers be likable?
  • You can still learn about “You: The Secret of Great Blogs that Boost Your Readership”
  • Introducing “Mistake Monday” on the Investment Writing Facebook page
  • How can I brush up my grammar?

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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 2011 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 5:56 AM 0 comments Links to this post
Labels: CFA, client communication, financial advisor, marketing, writing

Tuesday, November 8, 2011

October on the Investment Writing blog

Here are the links to posts you missed last month on the new Investment Writing blog:
  • For RIAs: Is this good marketing? Better practice for fiduciaries?
  • White papers: Great training for your ghost blogger
  • Weekly Tips newsletter available
  • Citi on financial services’ biggest potential social media mistake
  • OppenheimerFunds on the separation of mutual fund marketing and sales
  • Your favorite books for writers
  • Opposing financial services’ social media paralysis at #NICSAGMM
  • Guest post: “Easy SEO: How to Really Get Found on the Internet”
  • Why edit? A singer-songwriter’s reply
  • The 10-postcard approach to financial advisor marketing
  • Quote for writers by Maxwell Perkins
  • Poll: How do you spell euro + zone?
  • NICSA General Membership Meeting in tweets and posts–#NICSAGMM

A BrightTALK Channel




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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 2011 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 8:29 AM 0 comments Links to this post

Monday, October 3, 2011

New on the Investment Writing blog during September

Here are the links to posts you missed on the new Investment Writing blog:
  • Make your writing easier with my fill-in-the-blanks approach for structuring articles
  • Poll: How do you make Degas possessive?
  • Resources for quarterly investment commentary writers
  • Guest post: “Subject Lines: Are you reading this?”
  •  Reader challenge: Risk management rewrite
  • Northern Trust’s plain English ad
  • Whiteboard video: If you want to add some visual interest
  • Unlock your presentation with the power of intention
  • “Just do it” – LinkedIn status updates
  • Mind mapping technology for financial advisors

____________________    
Receive a free 32-page e-book with client communications tips when you sign up for my free monthly newsletter.  
Copyright 2011 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 8:36 PM 0 comments Links to this post
Labels: client communication, financial advisor, marketing, writing

Monday, September 5, 2011

August on the Investment Writing blog

Here are the links to posts you missed on the new Investment Writing blog:
  • Information density: Weakness or strength?
  • Guest post: “Why use a mind map with clients?”
  • BNY Mellon says “no” to “staying the course”
  • Writing tip: Pop the balloon or make it your focus
  • Article titles that reassure investors–Submit YOUR candidate
  • Guest Post: “Math and the Gender Gap: Does it affect financial planning?”
  • The CFA Institute made me do it: A social media tale
  • YOU pick the winner: Most reassuring title for investors

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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 2011 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 6:25 AM 0 comments Links to this post
Labels: marketing, writing

Thursday, July 7, 2011

June 2011 on the Investment Writing blog

Here are the links to posts you missed on the new Investment Writing blog:
  • “Atrocious apostrophe’s”
  • Tweeps, share your Twitter name in your article bios
  • White paper questions and resources
  • Reader challenge: Improve this white paper introduction
  • “The pebble in the shoe”: The power of metaphor
  • Mark Tibergien’s one thing for financial advisors’ business improvement
  • Financial Planning Association of Mass. annual conference in tweets and posts
  • FAQ: “How to Write Blog Posts People Will Read: A Self-Paced 5-Lesson Writing Class for Financial Advisors”
  • Using LinkedIn to boost your blog: “LinkedIn Groups Help Blog Posts Soar”
  • Bullets can streamline your writing
  • EARLY BIRD rate expires JUNE 22 for highly rated blogging class
  • Usage tips for portfolio performance commentary writers
  • POLL: Which mind mapping solution works best for you?
  • June 25 is Brag About Your Blog Day–Financial Advisor Edition
  • Reader challenge: Propose a new title for this commentary


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Copyright 2011 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 8:21 AM 0 comments Links to this post
Labels: financial advisor, marketing, writing

Thursday, June 2, 2011

May 2011 on the Investment Writing blog

Here are the links to posts you missed during May on the new Investment Writing blog:
  • WSJ video highlights plain English for financial advisors
  • Pictures can supercharge your message: A grasshopper story
  • Let’s get possessive: A financial writing tip
  • Reader challenge: Shorten this phrase
  • Reader challenge: New, non-liquid metaphors for money?
  • Women in investments: Career advice from seasoned pros
  • Guest post: “Blogging: why you want a better bounce rate"
  • POLL: What do you say when you learn a client has lost a family member?
  • Love, hate, and the CFP ad campaign
  • Communications lessons from “Torn in Two” at the Boston Public Library
____________________  
    Receive a free 32-page e-book with client communications tips when you sign up for my free monthly newsletter.  
    Copyright 2011 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 8:05 AM 0 comments Links to this post
Labels: client communication, marketing, writing

Friday, May 13, 2011

Investment Writing posts for April 2011

Here are the links to articles on the new Investment Writing blog during April 2011
  • The Levitt test for financial risk disclosures
  • Get your copy of “Investment Writing Top Tips 2011″
  • Guest post: “Personalized Risk Management Planning–A Great New Business Opportunity”
  • Woody Allen’s wisdom for successful financial bloggers
  • Reader challenge: Fix the metaphor overload
  • Advertising makes you stupid–even if you’re smart or rich
  • Reader question: How can I ask clients to follow me to a new firm?
  • Brag About Your Blog Day–Financial Advisor Edition–APRIL 25!
  • Guest post: “Using Clause Analysis to Fix Your Complex Sentences”
  • Reader question: How can I become a freelance financial writer?
  • Projected: A word geek’s nitpick

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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 2011 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 12:58 PM 0 comments Links to this post
Labels: client communication, financial advisor, grammar, marketing, writing

Thursday, March 31, 2011

NEW on the Investment Writing blog

Here are the links to articles you've missed in the last 30 days:
  • White paper marketing: Walk a fine line
  • Guest post: "Articles Your Publish in Financial Trade Publications Will Impress Prospects"
  • "Omit needless words"-Excerpt from Strunk's The Elements of Style
  • Two views: "Why Wasatch Writes White Papers"
  • Why financial bloggers should care about William and Kate
  • Quick check for writers, with an economic commentary example
  • Japanese crisis good for European economies, strategists say
  • U.S. companies may move supply chain home, says Absolute Strategy Research
  • Best European investment opportunities are cyclical, say strategists
  • Guest post: Easy animation can boost your financial blog's appeal
  • Blog comment guidelines for financial advisors: Russell Investments example
  • Investment writing challenge for my readers
  • Diversification: Andre Perold's take on its value
  • Brag About Your Blog Day-Financial Advisor Edition-MARCH 25!
  • Poll: Want a weekly writing tip?

  ____________________

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

Copyright 2011 by Susan B. Weiner All rights reserved
Posted by Susan Weiner, CFA at 3:07 PM 0 comments Links to this post
Labels: client communication, financial advisor, marketing, social media
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Susan Weiner, CFA
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Writer-editor Susan Weiner, CFA, helps financial professionals increase the impact of their writing on clients and prospects. She writes and edits investment commentary, white papers, articles, web pages, and other communications for leading investment and wealth management firms.
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Financial writer-editor Susan Weiner, CFA, blogs here about investment and wealth management topics, including tips for more effective written communications with clients and prospects through investment commentary, white papers, articles, emails, web pages and more. Visit her website at www.InvestmentWriting.com