How to Write Investment Commentary People Will Read

investment-comantary-infographicYou invest a lot of effort in writing your quarterly client letter or commentary. 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 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

Learn more about me or about my past speaking engagements.

Susan flew out to Omaha to provide a writing workshop for our investment team – and it was great! We had an engaging discussion and in the end we definitely learned some new techniques that will help us communicate more clearly with advisors and investors.

Rusty Vanneman, CFAChief Investment Officer, CLS Investments, LLC

Susan spoke to the CFA Society of Colorado in April of 2015. Her talk was very engaging and informative. Based on the feedback we received from the attendees, a sold out crowd no less, her presentation hit the mark.  I would highly recommend having her speak to your group.

Elias Bachmann, CFAMember, CFA Society of Colorado

It’s very hard to make investment commentary original. Susan does this. More importantly, she helps others do this. She teaches writing to investment professionals who may be more comfortable with numbers than words. But communications is critical to our business. Susan teaches basic blogging skills, like word-trees and outlining. But she is also a student of writing, drawing on many tools that I had quite frankly never heard of.

We had Susan give a seminar at our firm, and I was sorry that we couldn’t have more of her time. People who work with her are well-rewarded for any time they spend.

Douglas Tengdin, CFAChief Investment Officer, Charter Trust Company

We appreciated Susan’s efforts in speaking to the CFA Institute – Baltimore. Her efforts were well-adapted to the short amount of time that we had, and everyone that I have talked to thought it was a quality presentation.

David MerkelPrincipal, Aleph Investments LLC