Blog

Audit your marketing materials to align with your sales team

Those materials you produced a while back are being used, and your sales team may be wondering why they haven’t been updated.

July 6, 2016

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Top 11 reasons to create clear brand guidelines

If you work at a smaller financial services firm, you may not have a brand guideline doc yet. The rules may be in your head … or they may be in constant flux. It’s time that changed.

June 22, 2016

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How to lead a brainstorming session

If you’re a project manager running a brainstorming session, here are a few ways to make the best ideas see the light of day.

June 8, 2016

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How to turn lemons into lemon meringue pie

What should you do when good assignments become a challenge? You suck it up and make the most of it. There’s value in all projects.

May 11, 2016

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How to communicate with investors about underperformance

Practical tips on how to communicate with investors about short-term underperformance.

April 20, 2016

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No time for writer’s block? Banish it forever

Nobody has time for writer’s block, and yet it happens to the best of us. Here’s what you can do when the words won’t flow.

April 13, 2016

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Make the most of interviews with subject matter experts

If you’re in marketing communications and are asked to interview one of your company’s subject matter experts, be thankful for the opportunity.

March 30, 2016

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Daily practices to help you write better

Although every writer is different, a few tips are universal. Here are some rituals and daily practices to help you produce better copy.

March 16, 2016

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Hook ‘em with a strong call to action

Today’s post explains why calls to action are important, for your readers and your results-focused writing.

March 9, 2016

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6 writing quotes – and how they apply to financial services...

There’s nothing like a good quote for sharing an insightful and inspiring message. Here are a few classic quotes about writing – and our thoughts on how they apply to financial services writing. “Good writing is supposed to evoke sensation in the reader – not the fact that it is raining, but the feeling of being rained upon.” […]

February 24, 2016

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Strengthening the writer-editor relationship

Being a good editor involves a lot more than being an expert on grammar and spelling. Good editors work with writers through every step of the writing process. They may set an editorial calendar to help writers come up with relevant topics to write about. They reorganize and restructure documents so that a writer’s words flow and […]

February 17, 2016

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When you get good press, keep the momentum going

If you’re in financial services media relations or corporate communications, you know it’s challenging to earn positive press. Compared to the U.S., we don’t have many trade outlets to pitch. So, when you do score some good press, pat yourself on the back – and then get back to work because your job is only […]

February 10, 2016

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Good, bad and ugly: The changing rules of grammar

Since the dawn of time – or at least since the first cavemen started chiselling on stone tablets – people have debated what constitutes proper use of language. Fact is, grammar is fluid and as times and trends change, writers adapt the rules – for better or worse. Here are five examples of grammar faux […]

December 2, 2015

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Automated or custom portfolio manager commentaries? Why not both?

Fund companies used to have a writer sit down with a portfolio manager (PM) to hear how the PM’s fund did over the past reporting period, and then the writer would distill that information into a concise commentary for the PM to review and approve. Not anymore. More and more companies are looking for alternatives […]

November 11, 2015

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Web design languages for complete beginners

Thinking about updating your website and wondering how it’s done? Well, if your energies are focused on your clients, not website construction, we’re going to briefly explain how three web design languages – HTML, CSS and JavaScript – are used to build a website. Knowing this isn’t going to help you build a website. But […]

November 4, 2015

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Be great at meetings – tips for hosts and attendees

Meetings: are they critical interactions or time killers? Depending on the day and your mood, your opinion probably changes a little bit. Today, let’s call them a necessary evil. And, if you’re going to host or attend one today, we’ve put together a few best practices that ensure you’ll take a leadership role. If you’re […]

October 28, 2015

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Working with millennials

As the oldest millennials reach their mid-30s, they’re turning their minds to big financial goals, like saving for retirement or their kids’ education. At the same time, slightly younger millennials are getting serious about their careers and saving for their first homes. Whatever stage they’re at, millennials are a key demographic advisors should be striving […]

October 21, 2015

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Investment scams: Are your clients at risk?

As an advisor, you don’t recommend just any investment to your clients. You know their financial goals, investment time horizon and tolerance for risk, and you make suggestions that suit them at each stage in life. You provide sound advice and educational information that you hope makes your clients more savvy investors. It’s no surprise, […]

October 7, 2015

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Parallel worlds: Media relations and mutual fund sales

If you’re involved in media relations within the financial services industry, have you ever stopped to consider that you’re essentially in a sales position? If you haven’t, allow us to draw the parallels and offer some tips on how to succeed in media relations using proven sales strategies. Media relations representative = Wholesaler Company spokespeople […]

September 30, 2015

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Show your translation team a little amour

Recently, we published a blog that explored what makes a great translator. In the Canadian financial services landscape — and, certainly, in other industries as well – strong translators are priceless. They help a company make its marketing, advertising, regulatory and legal documents available in our other official language, so their company can be more […]

September 23, 2015

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