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Crafting Your Out of Office Message? OOOh, Be Careful.
by Wendy Cook, 5/29/19

If you’ve slapped together your OOO message as you’re heading out the door (already running way later than expected), it might leave your recipients wondering what you were thinking. Here are a few basics to watch for.

A Summer Summary of Swell Stuff
by Wendy Cook, 8/1/18

Kick back, grab a cool beverage and read on about how to strengthen your online privacy (compliments of GDPR); a Plutus Award financial publisher honor you may want to aim for; and a handy robo-advisor resource.

A Tricky Stock Photo Trap: Beware of “Editorial Use”
by Wendy Cook, 6/20/18

Especially for those of us who are artistically challenged, stock photos are the bomb. But there’s a trap to beware of, lest those photo bombs backfire on you.

Is It Okay to Cuss in Your Client Communications?
by Wendy Cook, 9/6/16
Should you use cuss words in your client communications?

Why I Need an Advisor
by Wendy Cook, 8/9/16
Hire an advisor or do it yourself? If ever there were a promising candidate for a DIY approach, it would be me.

What Should You Say About the DOL’s Ways?
by Wendy Cook, 4/19/16
We should think of the DOL ruling as a modest victory for investors, and that, by and large, we should communicate it as such.

Go Ahead – Hit the Hero Key!
by Wendy Cook, 1/19/16
When the markets are having a bad day (or a run of them), should you reach out to your clients right away or hold off until the outcome is clearer?

Cutting Caveats from Your Financial Communications
by Wendy Cook, 3/11/14
When sharing important but complicated financial concepts such as investment strategy, fiduciary duty and compensation structure, how do you decide what to leave in and what to omit? How much information is too much information when speaking with clients?

Is Your Website Like a Toothbrush?
by Wendy Cook, 10/8/13
Like your website, a toothbrush is essential and comes in a range of sizes and options. Just as you should regularly replace your toothbrush well before its bristles have frayed, you should treat your website to a regular refresh to keep it relevant in the face of ever-advancing technology.

Is Your Firm Name Having an Identity Crisis?
by Wendy Cook, 7/16/13
How do you state your unique firm name in initial and subsequent references? Do you have guidelines that youve shared among your team? If not, establish and implement some today. Having firm-wide consistency on how you refer to your company is a small but potent way to add punch to your most memorable communications.

Social Media Best Practices: Slow and Steady Wins the Race
by Wendy Cook, 5/21/13
If a website is the center of your marketing universe, social media is the gravitational force pulling your audience into the world youve created for them. But social media is easily a full-time endeavor of its own. LinkedIn, Twitter, Facebook, Pinterest, Google+ ? Where do you begin? Equally important, where should you leave off?

Tips for Building a Compelling Web Site
by Wendy Cook, 4/9/13
Is your current website still living in the “online brochure” days or even non-existent? Don’t dwell on what’s been holding you up. Let’s move your site ? and you along with it ? into the 21st century.

Courting Your Communications
by Wendy Cook, 1/15/13
How are your communications like a courtship? In both cases, it's crucial to proceed in the proper manner, at the proper time. Otherwise, like proposing marriage during a blind date, what might otherwise be a smooth move could flop fast.

How to Waste Time Effectively
by Wendy Cook, 6/7/11
Ah, the Internet. Could there be a more usefully annoying, time-sucking, time-saver? It's always there, ready to transport us to that crucial bit of information we need - or to distract us far away from what we need to be doing. How do you harness the power of the Internet without letting it gallop off with your valuable time?
14 results found.