Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Thursday, February 15, 2018
Website renovation
Every 20 years or so the Merrill Anderson Company overhauls its website. The expiration date on the current site is coming up. Does anyone have suggestions for how we might improve it?
Find a way to make Estate Planning Studies and Estate Planning Report more visible. Give each of your syndicated newsletters distinctive promos. What the heck are "marketing brochures"? Shopping lists? In general, remember that "sell the sizzle, not the steak" works only if I know there's a steak there. (And by the way, I can't imagine a bank broker thinking of her or his self as "a professional investment manager.")
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Find a way to make Estate Planning Studies and Estate Planning Report more visible. Give each of your syndicated newsletters distinctive promos. What the heck are "marketing brochures"? Shopping lists? In general, remember that "sell the sizzle, not the steak" works only if I know there's a steak there. (And by the way, I can't imagine a bank broker thinking of her or his self as "a professional investment manager.")
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