Writing

9 Tips for Writing Your Financial Advisor Biography

9 Tips for Writing Your Financial Advisor Biography

A professional biography is a must for you and every other client-facing employee in your firm. But a compelling bio can be surprisingly difficult to write. How can you distill a lifetime of personal and professional accomplishments into a few paragraphs that are engaging, without falling into the trap of being either braggy or boring? The following tips can help.

4 Strategies for Writing a Great Blog Post in an Hour (or Less)

4 Strategies for Writing a Great Blog Post in an Hour (or Less)

If you want your blog to be an effective tool in your financial advisor marketing arsenal, you need to commit to regular posting. But who has the time? Between addressing client needs and managing a practice and other responsibilities, many advisors struggle to carve out time for blogging.