Susan Weiner Investment Writing

5 ways blog posts are like tulips

February 7, 2017/in blog/by Susan Weiner, CFA

I love tulips. But for years I didn’t grow any because my backyard squirrels dug them up and ate them. I finally figured out that my front yard was a safe place for tulips, so I planted some. As a result, when a writing exercise suggested thinking about red tulips, I was interested. The red […]

When do you push proper usage on your writing clients?

January 31, 2017/in writing/by Susan Weiner, CFA

Some battles over proper usage in writing are worth fighting. Others are not. When should you push your clients on proper usage? If you write or edit for investment, wealth management, or other financial services firms, you’re likely to grapple with this question. By the way, when I say “usage,” I refer to a host […]

Financial PR opportunities for professionals–and they’re free

January 26, 2017/in PR/by Susan Weiner, CFA

Everybody likes to get something for free. That includes free financial PR opportunities suitable for financial advisors and other financial professionals. Your first stop in looking for free PR should be the professional associations that you belong to. Back when I reported for trade publications, I relied heavily on those associations to find me experts […]

Quit sending press releases as attachments!

January 17, 2017/in email, PR/by Susan Weiner, CFA

Is your goal to get your press releases deleted from the recipients’ email inboxes as quickly as possible? Then continue sending press releases as attachments to your emails. Oh, and here’s another helpful tip: don’t hint at the content of your press release in the body of your email. The body of your email should […]