12 Topics Exercise

Glenn Ross has a great theme (beme?) starting up, "12 Topics I’d Blog On If I Owned a <business type>."

He’s already offered 12 Topics for a Jeweler (Mark added another dozen) and Maria’s post followed-up with one for an Art Gallery. Meikah then deposited 12 Topics if I Owned a Bank.

I’m game:-) Let’s do….9 Topics If I’d Blog About If I Were a Financial Advisor (a heavily regulated profession):

  1. Planning Ahead: I’d offer examples in history to show where planning ahead was profitable and where lacking a plan proved unwise.
  2. Balance and Foundation: Sharing stories and metaphors (sports, dance, architecture), I’d show where Balance and Flexibility are important to sustaining what you build.
  3. Book Reviews: With so many books on personal finance, I’d want to make sure my customers were reading solid content. This might also keep us on the same page.
  4. Web Tools: I’d share valuable tools and web sites with notes on why I think they have value.
  5. Blogs to Read: There are plenty of great sites on the fringe of the licensed profession of Financial Advisor. The Frugal Village is one I’d point customers to often.
  6. Getting Things Done: Everyone could use some assistance here, right? I’d offer tips on staying organized, collaboration, mashups…or maybe I’d just point folks here.
  7. Personal Stuff: I’d post about my family, my hobbies, and things that interest me. I’d make sure to bring it back to having balance, flexibility, a strong foundation. Why? We do business with people we like.
  8. News: I’d point folks to important news stories that may hold importance in their lives – whether it be a local company layoff or an article in a national magazine.
  9. Ask Questions: Rather than give advice, massage the conscience of your reader. Here’s a good example from Money $mart Life.

I’m not a financial advisor. The Sarb-Ox stuff is heavy. But, if I were in this profession and I wanted to blog – I don’t think I’d be breaking rules with generics and metaphors. Maybe some folks more knowledgeable in Sarb-Ox than I am can share their thoughts.

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  • http://www.artdinkin.com Art Dinkin

    Mike,
    Wait until I show you what I have for our coffee tomorrow. I think you were using a 6th sense when you wrote this.
    Art

  • http://custserv.gbwatch.com Meikah Delid

    Good list, Mike! Maybe after some time of blogging about it, you’ll become a real financial advisor. Keep at it! :)

  • http://MoneySmartLife.com Ben

    I’d add another one, Common Financial Mistakes. Talk about mistakes that other people have made and offer ways you can help them avoid the same fate.

  • http://www.converstations.com Mike Sansone

    > Art – Go get ‘em!
    > Meikah – I’d blog about compliance:-)
    >Ben – Great addition!

  • http://www.frugalvillage.net Sara Noel

    Mike,
    Thank you for mentioning my blog. Your recognition is appreciated.
    I like your list of topics. I’ll be keeping them in mind. :)
    Additional topics could be humor and interviews.

  • http://www.converstations.com Mike Sansone

    Hi Sara – Humore and Interviews are great additions, thanks!

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