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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.
Who Should Attend?
Wealth managers and institutional portfolio managers.
Biography
Susan Weiner, CFA, helps financial professionals like you increase the impact of your writing on clients and prospects. She writes and edits articles, white papers, investment commentary, web pages, and other communications for leading investment and wealth management firms. Her Investment Writing blog is popular with advisors who care about writing that deepens their connections with clients and prospects.
Weiner has spoken on “How to Write Investment Commentary that People Will Read” across the US and Canada for CFA Institute because she enjoys training financial professionals to write better. Before becoming a freelancer, she 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. So she knows how to use language as a financial professional and a journalist.
Articles that Weiner has written, edited or ghostwritten have appeared in Advisor Perspectives, Boston Globe, Bottom Line/Personal, CFA Magazine, Financial Planning, Louis Rukeyser’s Mutual Funds, Wealth Manager, and other national publications.
Weiner is a CFA charterholder, past co-chair of the Boston Security Analysts Society's Private Wealth Management Committee, and currently volunteers on the society's career development and commodities committees.
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