Writing a letter should be a treat. Internet skills are well, essential.
Online Learning On How To Write And Format A Letter
Writing a letter can be a difficult task at times. On the flip side, having an incredible platform in which to write a letter is a gift. Recently I was highlighted by ArtWise for the article: How to Write a Letter that Marketing Apps Love. As I mentioned in the piece, if you have any question to help you simplify the letter, a great resource is ArtWise. Now I want to take this opportunity to plug one of the many companies behind the publication.
One of my favorite companies is LearnVest.com. They are a great company that uses web-based tools to present options to financial professionals. We call them savvy investors for a reason. With that said, the person who goes to LearnVest.com and is looking for information in order to find a firm or meet with an individual doing financial planning makes a great candidate to write a good-quality letter.
For example, if I decided to do some portfolio preparation for 2019, I would look at what I would do for my retirement goals, my college fund, and my children’s college fund. This is one way to create an actionable plan. From there I would make a note of how much money I would need, how much I have on hand, what I have, and the amount I have left. From there I would create a target asset allocation (TAA) plan. Once I have decided what I am going to invest in, I would layout the timeline and do some tracking.
The whole process is very simple. I have more than 7,000 products (in an unlimited space) in the area, giving me access to all of the information I need. You can even export the product so that you can save all of your income, expenses, goals, and trading or investment (for now) information in a spreadsheet. This is a much simpler process than writing a letter.
To write a good letter, you need an excellent foundation. This can be accomplished with a formal write-up. On the other hand, if you are only able to put a letter together on a few sheets of paper, this does not mean you are not doing any good. In fact, written on paper or on any writing surface is a powerful communication tool that can help a big move forward.
Although I am using LearnVest.com as a platform for this article, this is something that you can use on many other platforms. For example, an article on this site could go something like this:
“Here are four important topics that are likely to arise for your client in the upcoming year. Have you figured out what they want to accomplish in the areas of retirement savings, college funding, financial planning and fund placement. Then, have you calculated what a reasonable goal for any goal should be. I’ve provided six charts and 10 bullet points for each area. Please click on each chart and the list to get into each chart and bullet point. For every two bullet points, include a bullet for one chart and a link for one chart. If there are more than 10 bullet points in the final document, only use one list on each page. Please leave this online so we can save the page for later.”
All of this information is very valuable for a multitude of people. The bottom line is if you have some sort of goal or moment in time where your financial professional or your spouse or spouse’s friend needs to write a letter, you can do it on many different platforms. This saves the time and energy (and fun!) of having to spend hours working on the letter.
This article is intended to illustrate the application of this process on various platforms.
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.