Webinar: How to Write Investment Commentary People Will Read
Your quarterly client letter or commentary is an essential part of your communications. Wouldn’t it be great 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. You’ll attract more readers and deepen your relationships with clients, prospects, and referral sources who’ll become more likely to share your commentary with others.
“How to Write Investment Commentary People Will Read” is a 46-minute pre-recorded webinar. You’ll leave with tips you can apply immediately to
- Generate and refine ideas for your commentary that will engage your readers
- Organize your thoughts before you write so you can write more quickly and effectively
- Edit your writing so it’s reader-friendly and appealing
We’ll also cover challenges such as how to discuss disappointing performance.
This class is based on the program that I’ve delivered to CFA societies across North America. The CFA Institute’s Enterprising Investor blog calls me “famous among CFA societies for her effective-writing workshops…”
Testimonials
I got a lot out of Susan’s “How to Write Investment Commentary People Will Read” pre-recorded webinar. Just as you’d expect from an ace communicator, she conveyed her ideas in a clear, concise way. She used compelling arguments, quotes, and examples. Unexpected bonus: Susan’s sense of humor and comedic timing made what is normally a dry topic fun to learn.
I especially liked the metrics aimed at helping writers to keep sentences simple. But I also plan to refer back to my notes regularly, as there were just too many good ideas to implement all at once. All in all, a tremendous value!
The speaker had a great presentation. Mind mapping was helpful for organizing thoughts.
Usually, New Yorkers are quite blasé. They came to attention with Susan’s presentation. I am certain the good word about her will buzz around from those who attended and wholeheartedly participated in “How to Write Investment Commentary People Will Read.” Susan’s excellent presentation included practical tips and great interaction with the audience. Her mapping technique will impact my approach to writing immediately!
What participants say about other classes and workshops by Susan Weiner, CFA
I found this presentation very helpful because it focused on key elements to being an influential but understandable advisor.
Susan’s presentation brought to life the benefits of better writing.
Great tips for jump starting my client communications.
Susan’s presentation made me want to go back to my office and juice up my emails and letters.
Biography
About Susan Weiner, CFA
I help chief investment officers and other investment professionals increase the impact of their writing on clients and prospects. I have spoken on “How to Write Investment Commentary That People Will Read” across North America for the CFA Institute. Earlier in my career, I was director of investment communications at Columbia Management Group, a trustee at Batterymarch Financial Management, and a staff reporter for a weekly mutual fund publication.
If you’d like to learn about future classes…
…then select “Information on upcoming classes, workshops, and other events” when you join my email list. You can also sign up for my free monthly e-newsletter with practical tips on client communications.
Frequently Asked Questions
Q. What is a webinar?
A. In this case, it’s a PowerPoint presentation delivered over the Internet with audio. You’ll receive a link to the recording and to a handout to help you take notes. You can listen to the audio through your computer.
Q. Which societies of the CFA Institute have you spoken to about investment commentary?
A.
- Baltimore CFA Society, Baltimore, Md.
- Boston Security Analysts Society, Boston, Mass.
- CFA Society of Colorado, Denver, Colo.
- CFA Society of Naples, Naples, Fla.
- CFA Society of Washington, D.C.
- CFA Victoria, Victoria, British Columbia, Canada
- Hartford Society of Financial Analysts, Hartford, Conn.
- Maine CFA Society, Portland, Me.
- New York Society of Security Analysts
- Providence Society of Financial Analysts
- Refining Wealth Conference, Edmonton, Calgary, Canada
- Stamford CFA Society, Stamford, Conn.
I have presented on investment commentary to CFA societies ranging from Naples, Fla., to Edmonton, Alberta, Canada. Here I present to the New York Society of Security Analysts.