Do you face these business challenges in your investment-related business?
- Your potential clients don't understand your expertise.
- It is difficult for prospects to differentiate your firm from competitors.
- Your executives' insights are buried in difficult-to-read documents or they're not being captured in writing at all.
Susan Weiner is a seasoned investment communications professional, journalist and CFA charterholder who can help you with writing, editing and other communications that help you win new clients while keeping current clients informed. Susan's strong investment background means she can leverage your senior executives' insights with a minimal investment of their time. Click here to view Susan's portfolio.
Could you win new business or retain more clients with more effective communications?
Could you leverage your time -- or your executives' valuable time -- by
outsourcing writing or editing? Explore the possibilities in a free 30-minute
consultation with Susan Weiner, by phone or in person. No obligation, nothing
to lose. Call Susan Weiner at 617-969-4509 or contact
her via email.
How to Write Investment Commentary People Will Read
Do you want clients and prospects to read your firm's investment commentary?
Some simple, quick tips can spice up your commentary without landing you in trouble with your Compliance Department. This interactive program will teach you to make your text reader-friendly without stripping it of meaty content.
You can catch Susan’s presentation on “How to Write Investment Commentary People Will Read”:
- March 5, lunch presentation sponsored by CFA Victoria in Victoria, British Columbia (Canada).
- April 8, lunch presentation sponsored by CFA Society of Naples in Naples, Florida
- April 24 in Edmonton, Alberta (Canada)
f you can’t attend any of these programs, contact Susan to present customized training at your company.