How to use the media to build the profiles of your...

If you work in financial services marketing, corporate communications or public relations, chances are that you crave positive exposure from the financial media. Being proactive will help you create and execute on an integrated marketing strategy that includes targeted media coverage. Here are some basic tips to get you started: Step 1:  Start with your […]

April 8, 2015

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Whitepaper tactics that work

Even though social media, video and other areas of digital marketing get so much attention these days, we still believe that whitepapers play an important role in your marketing strategy. Here are five best practices to help you get these valuable pieces done right. Set the right tone Your whitepapers should be written in conversational […]

April 1, 2015

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Jargony phrases – and ways to keep them out of your...

We all tend to use some jargon in conversation. But it’s best to keep that jargon – including highly technical terms – out of your commentaries. If you’re having trouble finding the right words to describe financial concepts without using jargon, don’t fret. We’ve got investor-friendly alternatives that you can use. Here are seven economic- and […]

March 25, 2015

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11 quick reminders for creating your next newsletter

Newsletters will always be fashionable in our books. They’re simply one of the best ways to get the right content in front of the right people. If you’re interested in finding ways to improve your newsletters, check out this post. Here are 11 quick reminders to make sure your newsletters are as engaging as possible: […]

March 18, 2015

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A writing lesson from Warren Buffett

If your readers can’t understand your writing, you’re wasting their time and yours. That’s why plain language writing is so important. It doesn’t help that financial services is filled with jargon and technical terms that are truly hard to simplify. Nevertheless, forward-thinking companies in the financial services industry know why plain language is essential and […]

March 4, 2015

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26 MORE blog and newsletter content ideas for advisors to use...

The potentially unlimited number of ideas for a blog or newsletter can stop you from even starting such a beneficial project. We can help you focus on topics that resonate with clients. How? We’ve put together a list of 26 MORE blog and newsletter ideas, giving you a whole year’s worth of content! Find the first […]

February 25, 2015

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26 blog and newsletter content ideas for advisors to use

We’ve heard from some advisors that writing a blog or newsletter is overwhelming. That’s understandable, as a seemingly unlimited number of ideas can make it difficult to start. To make your life easier, we’ve put together a list of 26 blog post and newsletter ideas. 1. Your business beliefs in action Tell a brief story […]

February 18, 2015

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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 overindulgenceWe’ve all been there before: you’ve just finished eating and you realize the last helping you had […]

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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