Test your Part 2 Brochure Draft on a Few Clients

IA Watch – After you type that final period into your Form ADV, Part 2 brochure, assemble a focus group of 3-4 clients and ask for their feedback. “Test the document with members of the intended readership,” suggests Deborah Bosley, an associate professor of English at the University of North Carolina at Charlotte. “That will flag where people have problems understanding.” You could hold a group meeting or individually work with each tester, prepare questions in advance – such as where is our Read more […]

Treasury Brings Regulatory Road Show to Charlotte

Reform bill strikes the right balance, Treasury official tells Charlotte Chamber Wednesday. By Christina Rexrode crexrode@charlotteobserver.com Michael Barr, an assistant secretary for the Treasury, encouraged banks to take the lead on obeying the spirit of the law, even if the rules haven’t been written yet. Charlotte was Treasury’s second stop. PHOTOS BY DAVIE HINSHAW – dhinshaw@charlotteobserver.com The U.S. Treasury brought its financial-regulation sales pitch to Charlotte on Wednesday, Read more […]