Personal Development

When Advisors Write, Simple Beats Complicated Every Time

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  When advisors write for or talk to clients and potential clients, simpler is always better. That sounds pretty simple, but it isn’t.   The world of finance, with all of its markets and underlying forces, is highly complex and by no means easily understood. Financial advisors understand the markets far better than most investors. (Warren Buffet would be an exception, of course.) But because you understand this Byzantine world so much better than most people, it is actually more difficult to explain its in and outs.   What’s the best way for advisors to get their

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The No. 1 Most Common Writing Mistake By Advisors: Capital Or Lowercase Letters

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What is the most common mistake financial advisors make when writing personal columns and articles for publication in their newsletters? Improper capitalization is far and away the most common error they make.

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If Punctuation Presents A Problem To Financial Advisors, Then Hyphens Are In Crisis

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I edit columns that financial advisors write in their newsletters and see the writing of various advisors all the time, so I’m speaking from experience. Improper punctuation is the second leading type of mistake financial advisors make when writing their newsletters, and my guess is it spills over into other forms of communication, such as brochures, letters, reports, etc.

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Embracing Change Can Be The Key To Expanding Your Business

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The words Bob Dylan wrote 40 years ago, "For the times, they are a-changin" ring truer today than ever before. The way almost every business is conducted continues to change at dizzying speed. The more we hold onto the old ways, the harder life becomes.  

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How To Become A Success: The Big Picture Over The Long Term

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I had a conversation with one of my long term coaching clients who was preparing to give a presentation to an industry group. Her topic was to give some wisdom on how she had become so successful in her 30 years in the business. It went something like this;  

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