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.

You’ll leave this one- to three-hour interactive program with tips you can apply immediately to

• Generate and refine ideas for 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

Susan Weiner, CFA, helps chief investment officers, portfolio managers, and marketing professionals increase the impact of their 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.

Susan has spoken on "How to Write Investment Commentary that People Will Read" across the U.S. and Canada for the CFA Institute. 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. Her Investment Writing blog is popular with advisors who care about writing that deepens their connections with clients and prospects.

Articles that Susan 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.

What participants say about Susan's workshops

• "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."
• "I learned how to make my emails and letters more reader-friendly, how to simplify technical information, and how to entice people to actually read the email."