Clients of Susan B. Weiner, CFA praise her for the following characteristics:

Read their testimonials below.

Ability to distill complex topics for multiple channels and audiences

Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. She has an uncanny ability to make very complex investment and/or economic topics accessible and understandable to anyone.

—Galan Daukas, EVP, Washington Trust Bancorp

 

I’ve been bumping into your stuff all over the web and have enjoyed it. You do an excellent job of making the difficult understandable…. I’ll keep my eyes open for more of your work.

—Tom Johnson, Director of Communications
Capital Assurance Corporation

 

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Deadline driven

What impressed me about Susan? I gave her an assignment. She did it well and she did it on time. It was very clean copy.

—Richard Koreto, Editor-in-Chief
Advising Boomers and Wealth Manager magazines

 

Susan’s very professional, very intelligent, very deadline-oriented, and those are all qualities we need.

—Ed Salzmann, Editorial Director, Financial Publishing Services

 

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Editorial strength

I like working with Susan. She’s smart, she’s sharp, she knows our industry very well and she writes very well. I feel I’m not very strong at writing, so it was a good combination to work with her.

—Peter Pavlina, Principal, Hamersley Partners

 

Some people can write about anything — investments, squirrels or design — and make it interesting.

—John Newton, Editor, Interior Design magazine

 

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Financial knowledge

Using Susan as we have for white papers and articles has created a great deal of efficiency for us. If we were to take time away from our day to write them ourselves, it would be a real loser for us. The investment of time for us, because of her preparation work, is minimal.

—Brian Rivotto, Managing Director & Chief Executive Officer, RINET

 

Susan’s work is first rate. I can think of no better resource for superior quality financial writing.

—Jane Abitanta, Principal, Perceval Associates and Editor, AIMSE Advisor

 

Susan’s particularly good at working through highly technical material very quickly. That’s very important in this business. A lot of people are good writers, but they have an extensive learning curve for something they’re unfamiliar with. Susan was able to jump very quickly into technical material.

—Richard Koreto, Editor-in-Chief
Advising Boomers and Wealth Manager magazines

 

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Investment industry focus

I enjoyed working with Susan while I was director of research at Fleet Investment Advisors. Investment professionals will find that she quickly and effectively captures their insights in articles, thanks to her investment knowledge and writing skill.

—Thomas Stakem, Vice President, Woodstock Corp.

 

Given her knowledge of economics and investments, Susan was extremely effective in taking my comments and formulating a well constructed report.

—Harvey Hirschhorn, Bank of America

 

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Marketing savvy

Susan provided ideas of how to position our firm, who to talk to, how to send the message, and how to tell the message. It was quite useful not only in terms of helping us spread the message of our firm, but the message of our clients as well.

—Peter Pavlina, Principal, Hamersley Partners

 

There are many good writers in the world, but Susan Weiner is a great one. She knows how to tailor her writing to achieve her clients’ goals-be it to inform, persuade, sell, or charm.

—Robyn Bradley (E.T. Robbins), freelance writer and editor

 

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Pleasant and easy interactions

Her responsiveness is what makes Susan different. When she is working on a project for you, you feel very much like you’re her only client. Her ability to take a subject matter, to really interview people, and then put together valuable content that then we can share with the advisor community, has been terrific. We can then repackage and utilize her text on our Web site, as well as other communication pieces to the advisor community.

—Brian Rivotto, Managing Director & Chief Executive Officer, RINET

 

I knew I wanted to write an article, but I felt overwhelmed. I didn’t know where to start. Susan made everything easy for me. She asked me some simple questions. Then a day later I was reviewing an article with my name on it. It doesn’t get any easier than that!

—Deborah Siegel, President, Westchester Mortgage

 

Susan makes my job easy. She is reliable and fast. She is an incredibly creative and valuable resource.

—Kitty Kennedy, Executive Director, Boston Security Analysts Society

 

Our Private Wealth Management Committee, which organizes educational programs such as ‘Client Communications for Wealth Managers,’ has benefited from Susan’s marketing flair and organizational skills as well as her upbeat attitude that energizes our group work.

—Gayle Buff, Boston Security Analysts Society Board Member and Chair
Private Wealth Management Committee

 

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Reliable results

I know Susan’s going to capture exactly what my members need. There’s no need for oversight, which is great.

—Kitty Kennedy, Executive Director, Boston Security Analysts Society

 

Susan knows how to take direction, but she can also run with an idea and create something that makes me go, ‘I wish I had thought of that.’

—Robyn Bradley (E.T. Robbins), freelance writer and editor

 

Fast, effective, insightful. I can think of no better resource for superior financial writing.

—Jane Abitanta, Principal, Perceval Associates and Editor, AIMSE Advisor

 

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Seasoned reporting skills

Accuracy is essential in financial writing. Susan Weiner always gets the story straight. She has interviewed my clients as a free lancer producing excellent stories for the financial advisory trades that have been absolutely on target.

—Lisbeth Wiley Chapman, Ink&Air

 

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Strategic communications

We were two guys starting a company and we didn’t know what to tell people. She did a great job of taking all the information and all the parts of the puzzle, helping us to sort it out and come out with a thoughtful presentation.

—Peter Pavlina, Principal, Hamersley Partners

 

Susan’s high-level communication marketing skills and strategy are very evident by her ‘must read’ e-mail overviews of important topics for our industry that come to my desk every month and are printed out for digestion.

—Lisbeth Wiley Chapman, Ink&Air

 

I always read Susan’s Investment Writing Update newsletter when it comes in. Susan collects useful ideas from a broad range of sources, and she includes links that make it easy to find more on each topic.

— Jonathan V. Snyder, Edgartown Financial

 

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