Speeches & Workshops
You're an investment, wealth management, or marketing professional, so writing is essential to your success. You don't want to outsource your articles, blog, investment commentary, or correspondence. You need the training offered by Susan Weiner, CFA so your writing will
- Deepen your connection with current and potential clients
- Cement your reputation as a leader in your field
- Achieve the results you desire
Choose from Susan's three "How to Write What People Will Read" classes for financial professionals. Each can be customized, incorporating writing samples from your organization.
- Blog Post Writing. Blogging has become a "must" for many independent and fee-only financial advisors. It's a great way to connect with current and potential clients. Blogging also helps drive traffic to your website and cement your reputation as a leader in your field. But many advisors struggle to crank out a steady flow of compelling blog posts. That's why you need to enroll in "How to Write Blog Posts People Will Read," my five-week teleclass for financial advisors.
- Email Writing. Client retention and acquisition are a high priority. A strong email commands attention. Poorly written correspondence often goes unread. You can't afford to alienate your readers with sloppy, vague or rambling emails and letters. That’s why you need to attend “How to Write Emails and Letters Your Clients Will Read,” which can be presented as a one-hour or half-day workshop.
- Investment Commentary. 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 one-hour workshop on "How to Write Investment Commentary People Will Read" will help you to understand your reader’s perspective on your commentary. It will also suggest techniques for organizing, formatting, and editing your writing. Susan has presented this program across the U.S. and Canada for the CFA Institute.
“I took Susan Weiner's "How To Write Blog Posts That People Will Read" class (teleclass format) last month, and I am so glad that I did. I write for my own blog as well as two other blogs as a contributing blogger and since I am not a professional writer, it is a challenge.... I am finding that blogging is easier (and more fun!) since I took the class. Highly recommend.”
– Cathy Curtis, CFP®
Curtis Financial Planning
“Susan's coaching is a classic case of "under-promise, over-deliver." I highly recommend her as a writing coach or teacher. Her coaching has improved the quality of writing in my blog posts. My writing skills were very rusty when we started. Susan's practical, insightful suggestions--along with her Blog Post Preparation Worksheet--have been an incredibly valuable resource. In addition to being a great communicator, she is sensitive to the fact that people's feelings may be hurt when their writing is critiqued. Susan's knowledge about investment issues helps me to fill in the gaps when I get too technical in my writing. She prevents me from talking over people's heads. As a result, I'm reaching more people.”
– Michael Stillman, AIF®
"Your presentation and consulting have helped fine tune our writing skills and bring a more professional style to our monthly newsletters. Even more of our clients have noticed and commented on this. The tips and guidelines you have given us have been especially helpful in explaining complicated concepts or thoughts."
– Susan Mooney, Breckinridge Capital Advisors
