"I've been able to prove how much more I can accomplish by answering a question, and posting it on a blog, for example, than I can by answering the same question over and over."
This quote by Luis Suarez in his New York Times article, "I Freed Myself from E-mail's Grip," got me thinking. Financial advisors may find it helpful to answer their clients' frequently asked questions on a blog. Just write up the answer once, then share it with everyone after running it by Compliance, if necessary. It's easy to direct clients to the blog post. Some may even find it on their own.
Sure, you could add the question to a FAQ (frequently asked question) section on your website. But that probably means going through a technology person who'll delay the posting of your content. The beauty of blogs is that anyone who can type can update them.
If this blog post interests you, you may also enjoy "A great way for financial advisors to leverage existing content."
By the way, I found Suarez' article through Lifehacker.
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Susan B. Weiner, CFA
Investment Writing
Writing that's an investment in your success
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I was told that licensed financial advisors are not allowed to write blogs as far as compliance is concerned. Is this true?
ReplyDeleteNot true.
ReplyDeleteBut there are constraints. You can learn more at
http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20081021/REG/810209989/1102/INTechnologyNews03&ht=blog%20blog%20blog
Also, you'll find links to some financial advisors' blogs elsewhere on this blog.