Clients of Susan B. Weiner, CFA praise her for the following characteristics:
Read their testimonials below.
Ability to distill complex topics
for multiple channels and audiences
Susan has an exceptional ability to tailor investment communications
to the sophistication level of any audience. She has an uncanny ability
to make very complex investment and/or economic topics accessible and
understandable to anyone.
- Galan Daukas, EVP, Washington Trust Bancorp
I've been bumping into your stuff all over the web and have enjoyed
it. You do an excellent job of making the difficult understandable....
I'll keep my eyes open for more of your work.
- Tom Johnson, Director of Communications, Capital
Assurance Corporation
Deadline driven
What impressed me about Susan? I gave her an assignment. She did
it well and she did it on time. It was very clean copy.
- Richard Koreto, Editor-in-Chief, Advising Boomers Magazine
Susan's very professional, very intelligent, very deadline-oriented,
and those are all qualities we need.
- Ed Salzmann, Editorial Director, Financial Publishing
Services
Editorial strength
I like working with Susan. She's smart, she's sharp, she knows
our industry very well and she writes very well. I feel I'm not very strong
at writing, so it was a good combination to work with her.
- Peter Pavlina, Principal, Hamersley Partners
Some people can write about anything -- investments, squirrels
or design -- and make it interesting.
- John Newton, Editor, Interior Design magazine
Financial knowledge
Using Susan as we have for white papers and articles has created
a great deal of efficiency for us. If we were to take time away from our
day to write them ourselves, it would be a real loser for us. The investment
of time for us, because of her preparation work, is minimal.
- Brian Rivotto, President & Chief Operating
Officer, RINET
Susan's work is first rate. I can think of no better resource for
superior quality financial writing.
- Jane Abitanta, Principal, Perceval Associates
and Editor, AIMSE Advisor
Susan's particularly good at working through highly technical material
very quickly. That's very important in this business. A lot of people
are good writers, but they have an extensive learning curve for something
they're unfamiliar with. Susan was able to jump very quickly into technical
material.
- Richard Koreto, Editor-in-Chief, Advising Boomers
Magazine
Investment industry focus
I enjoyed working with Susan while I was director of research at
Fleet Investment Advisors. Investment professionals will find that she
quickly and effectively captures their insights in articles, thanks to
her investment knowledge and writing skill.
- Thomas Stakem, Vice President, Woodstock Corp.
Given her knowledge of economics and investments, Susan was extremely
effective in taking my comments and formulating a well constructed report.
- Harvey Hirschhorn, Bank of America
Marketing savvy
Susan provided ideas of how to position our firm, who to talk to,
how to send the message, and how to tell the message. It was quite useful
not only in terms of helping us spread the message of our firm, but the
message of our clients as well.
- Peter Pavlina, Principal, Hamersley Partners
There are many good writers in the world, but Susan Weiner is a
great one. She knows how to tailor her writing to achieve her clients'
goals-be it to inform, persuade, sell, or charm.
- Robyn Bradley (E.T. Robbins), freelance writer
and editor
Pleasant and easy interactions
Her responsiveness is what makes Susan different. When she is working
on a project for you, you feel very much like you're her only client.
Her ability to take a subject matter, to really interview people, and
then put together valuable content that then we can share with the advisor
community, has been terrific. We can then repackage and utilize her text
on our Web site, as well as other communication pieces to the advisor
community.
- Brian Rivotto, President & Chief Operating
Officer, RINET
I knew I wanted to write an article, but I felt overwhelmed. I
didn't know where to start. Susan made everything easy for me. She asked
me some simple questions. Then a day later I was reviewing an article
with my name on it. It doesn't get any easier than that!
- Deborah Siegel, President, Westchester Mortgage
Susan makes my job easy. She is reliable and fast. She is an incredibly
creative and valuable resource.
- Kitty Kennedy, Executive Director, Boston Security
Analysts Society
Our Private Wealth Management Committee, which organizes educational
programs such as 'Client Communications for Wealth Managers,' has benefited
from Susan's marketing flair and organizational skills as well as her
upbeat attitude that energizes our group work.
- Gayle Buff, Boston Security Analysts Society
Board Member and Chair, Private Wealth Management Committee
Reliable results
I know Susan's going to capture exactly what my members need. There's
no need for oversight, which is great.
- Kitty Kennedy, Executive Director, Boston Security
Analysts Society
Susan knows how to take direction, but she can also run with an
idea and create something that makes me go, 'I wish I had thought of that.'
- Robyn Bradley (E.T. Robbins), freelance writer
and editor
Fast, effective, insightful. I can think
of no better resource for superior financial writing.
- Jane Abitanta, Principal, Perceval Associates
and Editor, AIMSE Advisor
Seasoned reporting skills
Accuracy is essential in financial writing. Susan Weiner always
gets the story straight. She has interviewed my clients as a free lancer
producing excellent stories for the financial advisory trades that have
been absolutely on target.
- Lisbeth Wiley Chapman, Ink&Air
Strategic communications
We were two guys starting a company and we didn't know what to
tell people. She did a great job of taking all the information and all
the parts of the puzzle, helping us to sort it out and come out with a
thoughtful presentation.
- Peter Pavlina, Principal, Hamersley Partners
Susan's high-level communication marketing skills and strategy
are very evident by her 'must read' e-mail overviews of important topics
for our industry that come to my desk every month and are printed out
for digestion.
- Lisbeth Wiley Chapman, Ink&Air
Susan recently pitched me a column idea for Contact, a bimonthly
newsletter I edit. The idea was just what the publication needed to take
it to the next level.
- Robyn Bradley (E.T. Robbins), freelance writer
and editor
I always read Susans 'Investment Writing Update' newsletter
when it comes in. Susan collects useful ideas from a broad range of sources,
and she includes links that make it easy to find more on each topic.
- Jonathan V. Snyder, Edgartown Financial