Quick email tips for financial advisors and clients in my guest post

You can snare some quick tips for advisor-client email communications in my guest post for the KBK Wealth Connection blog.

The tips boil down to

1. Get to your point quickly
2. Keep it short
3. Organize clearly

Visit Kathleen's blog for more details.
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Susan Weiner, CFA, writes and edits articles, white papers, blogs, investment commentary, web pages, and other communications for leading investment and wealth management firms. She has presented “How to Write Emails and Letters Your Clients Will Read” to great reviews by financial advisors.  

Copyright 2010 by Susan B. Weiner All rights reserved

My May blog posts by category: Blogging, economy/investments/wealth management, marketing, social media, writing

Did you notice that I went wild in May, posting every day as part of the Word Count Blogathon? For your convenience, I'm listing my May posts by category.


Blogging

• The two most important words are...
• Financial bloggers' posts may violate copyright law
• Spice up your blog with free or low-cost photos
• Setting myself a challenge: A May Blogathon

Economy, investments, and wealth management

• "Have mutual fund fees gone up or down?"
• Poll: Which should investors fear most? Which #CFA2010 speakers were right?
• R Koo, "Lessons from Japan: Fighting a Balance Sheet Recession" from #CFA2010
• GMO's Jeremy Grantham on "The Ethical Hole in Finance" at #CFA2010
• Dan Ariely says disclosure may hurt investors: Report from his #CFA201 talk
• Roger Ibbotson attacks asset allocation "folklore"
• Hear Roger Ibbotson on asset allocation
• Morgan Creek Capital's Yusko riles up Tweeters with comments on investment fees
• Morgan Creek Capital's Yusko on investing
• Small-cap investing opportunities according to Artio's Dedio

Marketing

• My Boston-area networking suggestions
• Tip for how to connect with your workshop attendees 
• If you enjoy my #CFA2010 tweets
• Top four email mistakes to avoid when you've got a referral
• Timely, creative financial ad from Northwestern Mutual
• How to improve your financial planning client relationships
• Your customers, your inspiration

Social media

• Using CFP in your Twitter name--Read the CFP Board's position
• The compliance-constrained advisor's guide to LinkedIn, Part II: Status updates
• Can you help with my Facebook dilemma?
• How I've benefited from Twitter

Writing

• Plain English can bring your financial topic to life
• How to write subheads that command attention
• Executive's lesson for your communications with clients and prospects
• Start with a good lead, or lose your reader
• Guest post: "Correct Grammar Errors in Your Writing Quickly and Easily"
• 10 blogs I can't live without: Writer's edition
• Financial advisor poll: How do you sign your business emails?
• Whoa, insurance=spam?

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Copyright 2010 by Susan B. Weiner All rights reserved

The two most important words are...

Copyblogger Brian Clark's lessons in "The two most important words in blogging" apply equally to any form of marketing communication. Pay attention because using these words will make your communications more persuasive.

See if you can guess the two words before you surf to Copyblogger's site. If you have attended any of my presentations on writing, you should know one of the two answers.
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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 2010 by Susan B. Weiner All rights reserved