Strategic communication for financial services firms and professionals
Do you face these business challenges in your investment-related business?
- Your potential clients don't understand your expertise.
- Prospects can't 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. Call Susan Weiner at 617-969-4509 or contact
her via email.
How to Write Investment Commentary People Will Read
You invest a lot of effort in writing your quarterly client letter or commentary. Wouldn’t it be nice if your clients actually read it?
Writing about topics that will interest your clients—and packaging them in a reader-friendly way—will boost your return on investment. This interactive program will help you to understand your reader’s perspective on your commentary. It will also suggest techniques for organizing, formatting, and editing your writing.
Participants are invited to email the speaker with brief samples of their investment commentary at least two weeks in advance of her presentation. She will make “big picture” suggestions for improving it.
Contact Susan to present customized training at your company or subscribe to her e-newsletter to find out when she is presenting at a CFA society or other location near you. Susan has presented at CFA societies across the U.S.and Canada.
