A writer who doesn’t know the industry can’t possibly understand how your firm adds value for clients. Nor do technical experts typically have the marketing flair to grab the attention of your prospects or clients. I combine financial knowledge with marketing savvy to reach your target audience.

Here’s a typical process for writing or editing your piece.

Step 1: Preparation

Client: Send signed agreement, down payment and background information. Schedule interview(s) on earliest mutually-agreeable date.

Susan: Review materials and prepare questions for interview(s).

Step 2: Interview

Susan: Conduct interview, which will be recorded for easy reference.

Client: Participate in interview.

Step 3: Outline

Susan: Prepare a robust outline to be submitted as a Microsoft Word file within 10 business days on interview. This allows us to ensure we’re on the right track before completing a full-blown draft.

Client: Provide reasonably detailed written feedback to Susan within 7 business days of receiving outline.

Step 4: Draft

Susan: Submit first complete draft as a Microsoft Word file within 7 business days of receiving client feedback.

Client: Provide reasonably detailed written feedback to Susan within 5 business days of receiving first complete draft. Balance of payment is due upon submission of the first complete draft.

Step 5: Revision

Susan: If changes are not extensive, Susan will aim to complete them within 48 hours. This counts as the minor revision included in the fee, if requested promptly after submission of the first draft.