Check out my publications and one-on-one coaching!

Financial Blogging: How to Write Powerful Posts That Attract Clients

Blogging has become a “must” for many independent and fee-only financial advisors. It’s a great way to build your business by connecting with current and potential clients as well as referral sources. Blogging attracts prospects to your website, media attention, and speaking engagements. It also cements your reputation as a leader in your field.

Investment Commentary

Attract more clients, prospects, and referral sources by improving your investment commentary with 44 pages of the best tips from Tips include how to organize your thoughts, edit for the “big picture,” edit line by line, and get more mileage out of your commentary. Available in PDF format only.

Investment Writing Top Tips

Your communications with clients and prospects are essential to the success of your investment, wealth management, or financial planning firm. Investment Writing Top Tips gives you information you can use to boost the effectiveness of your marketing, social media, and writing.

Susan Weiner, CFA

One-on-one Coaching

Do you want to do your own writing, but are getting stuck? Or, are you failing to achieve the results you desire?

Hire me to coach you. I can help with articles, blog posts, emails, investment commentary, or white papers.

writing on a laptop computer

How to Write Blog Posts People Will Read: A 5-Week Writing Class for Financial Advisors

Want to improve your writing skills? In this self-paced, on-demand blogging class, you’ll learn a process for posts that attract new clients and deepen your relationships with existing clients. You’ll learn through a combination of weekly pre-recorded webinars you can watch at your convenience, homework assignments, and optional supplemental materials.

investment commentary

Webinar: How to Write Investment Commentary People Will Read

Your quarterly client letter or commentary is an essential part of your communications. 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 attract more readers and deepen your relationships with clients, prospects, and referral sources who’ll become more likely to share your commentary with others.