Blog

An unexpected prescription for advisors with writer’s block

So, you’ve committed to writing a blog or a newsletter and things have been going well. Then one day you feel like you’ve run out of ideas. You’ve contracted a case of writer’s block and the symptoms are unmistakable: a blank page, the urge to do something – anything – else, insecurity. Have no fear. […]

February 11, 2015

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The only writing and editing resources you’ll ever need

Even though there are thousands of writing and editing resources to choose from, you don’t need a bookcase filled with them to be a great communicator in the financial services industry. If you can spell, have a broad vocabulary and know the core rules of grammar, you’ll be ahead of the crowd. And if you […]

February 4, 2015

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Are you making these mistakes in your writing? Part 3

Our previous “writing mistakes” posts dealt with solely with homophones and near homophones – Part 1 and Part 2. To keep things interesting, we’ve expanded our reach to include words that have confusing usage. If you’re interested in sharpening your writing tools, then take a look at these five mistakes: Bimonthly vs. semi-monthly Both “bimonthly” […]

January 28, 2015

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Are you making these mistakes in your writing? Part 2

As we said before, spellcheck and autocorrect aren’t going to save you if you’re making these mistakes. They may even make the mistakes for you! Here are five more common errors that you can expel from your writing today. If you missed Part 1, in which we explained affect vs. effect, complement vs. compliment, council […]

January 21, 2015

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Are you making these mistakes in your writing? Part I

Spellcheck isn’t going to save you if you’re making these mistakes. And autocorrect might make an inappropriate change without you knowing it. Here are five common errors that you can banish from your writing today. Please note: these are simplified definitions that are most useful for financial services professionals. If you’re writing the next Moby […]

January 14, 2015

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Lessons from a trip to the local market

We’re big supporters of local farmers and that’s why we’re always returning to the market to buy fresh fruits, vegetables and meats. While walking among the aisles, we got to thinking about what we could learn from these businesses in the market. 1. The customer is in control At the local market, you can choose what […]

November 5, 2014

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Three marketing lessons from a trip to the art gallery

There are marketing lessons everywhere. From the food on your plate to the traffic you’re stuck in. So it’s no surprise that on a recent trip to the art gallery, some thoughts about successful marketing came to mind. 1. Treat your best customers very well The art gallery’s family membership comes with great benefits: free […]

October 22, 2014

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Four lessons we learned from Thanksgiving

Thanksgiving has come and gone and, as you’re recovering from your annual dose of tryptophan, why not spend a few minutes and read about these five lessons we learned from everybody’s favourite family meal. 1. Watch out for overindulgence We’ve all been there before: you’ve just finished eating and you realize the last helping you […]

October 15, 2014

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Potluck marketing

Although cooking a Thanksgiving dinner takes a lot of effort, a potluck can work if you don’t have the time or the skill. Hey, you know what? Marketing is like that too. Seek out specialists You’ve got a dirty secret. Although you make a mean turkey and velvety mashed potatoes, you can’t bake a pie […]

October 8, 2014

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Three marketing lessons learned while stuck in traffic

Even a traffic jam can yield some positive results! Here are three marketing lessons I learned while stuck on Highway 400. 1. If you interrupt someone, be nice I was cut off almost immediately after merging onto the highway. While many drivers’ knee-jerk reaction would be somewhere between exasperation and rage, I smiled. Why? Because […]

October 1, 2014

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A last-minute blog post about last-minute blog posts

I’m sitting here at my desk and my eyes are darting between the clock and the blank page in front of me. I’ve got a meeting to go to in 15 minutes, and I need to write a post for our blog right now. But there’s a big problem: I don’t know what to write […]

September 17, 2014

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CIA style guide secrets revealed!

ICYMI: The Central Intelligence Agency (CIA) released their style guide to the public a while back and it is filled with goodies. Several blogs have already examined the CIA Style Manual and Writers Guide for Intelligence Publications in detail, but we want to bring it to the attention of the financial services industry. Why is […]

September 10, 2014

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What a weak summer box office can teach us marketers

Even with plenty of monsters, angry apes, super heroes and ninja turtles, box office returns for the summer of 2014 were down approximately 15% from the previous year. Can this relatively weak (movies still made over $4 billion, after all) summer return tell us anything about marketing? We think there are actually three important points […]

September 3, 2014

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Crafting your email etiquette

Have you ever sent out an email and immediately wished you had waited a few minutes before doing so? We all have. That’s why we have put together this list of five (or six) things to get into the habit of doing any time you are about to hit “Send.” Remember: this blog post is […]

August 27, 2014

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“Back to school” reading list for financial services marketers

It’s time to go back to school, financial services marketers. Here are five books – related to both marketing and investing – that we’ll be reading over the next few months. Web Analytics 2.0: The Art of Online Accountability and Science of Customer Centricity Avinash Kaushik We can’t learn enough about analytics. Although this book […]

August 20, 2014

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What can a salad teach us about marketing?

Several very pioneering – and possibly hungry – researchers tested the idea that an aesthetically pleasing salad would influence a diner’s expectation of the quality of the salad, the eventual enjoyment of the salad and, ultimately, the price someone would pay for that salad. Imagine three salads: a simple tossed salad, a second arranged to […]

August 13, 2014

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Walking backwards – a marketing lesson

What can walking backwards for 25 years teach us about marketing? Apparently, quite a lot. Mani Manithan has spent the past 25 years walking backwards. It began as a form of protest. But as the years have passed he now finds walking normally to be a challenge and uncomfortable. Face forward Does Mani’s problem sound […]

July 29, 2014

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Ready to blog? How to get started the right way

Starting a blog is a great way to reach out to your clients and prospects, and the folks at Ext. Marketing Inc. are asked all the time for tips on the appropriate first steps for getting started. We tell people that starting a blog can be broken down into the following three steps: 1. Choose […]

July 9, 2014

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How to generate coverage from the financial media

Being proactive will help you create and execute on an integrated marketing strategy that includes targeted media coverage.

July 2, 2014

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A proofreading checklist for commentary writers

If you write monthly, quarterly, semi-annual or annual commentaries for use in marketing tools, MRFPs, fund sheets or newsletters, this post is for you. It’s a proofreading checklist tailored for all us financial services commentary writers. As we’ve written before, there’s nothing better than having your work reviewed by a professional editor or proofreader (like […]

June 25, 2014

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