You can reach more clients and prospects when you put your useful ideas into writing. However, many investment and wealth managers lack the time—or maybe the skill—to put ideas into writing persuasively. That means your audience loses an opportunity to benefit from your expertise.
I feel pain when I see great ideas hidden behind weak writing. That’s especially true because I know a good editor or writer with industry knowledge could shape your ideas into compelling prose.
I enjoy taking complex information and making it clear to readers at any level of sophistication. While you may get your thrills from helping your clients reach their financial goals, mine come from cracking the mystery of how to communicate your information persuasively. I’ve developed my skill through a variety of experiences.
From my days as a reporter for a weekly mutual fund publication, I know that you’ve got to grab your reader’s attention at the beginning of your story. I’ll question you until I understand your “hook.” I’m a skilled interviewer, having gotten my start asking questions in Japanese of elderly bureaucrats, politicians, and journalists in Tokyo before becoming a financial reporter. It’s a heck of a lot easier to ask questions and record answers in my native English.
From my days working at Columbia Management and freelancing for leading investment and wealth management firms, I understand your industry and your vocabulary. Between real-life experience and the studies that led to earning my CFA charter, I know that if you talk about a bond’s “duration,” I must to translate that into simpler language for the average investor.
From my days doing corporate training and public speaking, I’ve developed the ability to help you become a better writer and editor. It has been exciting to speak across North America on “How to Write Investment Commentary People Will Read” for the CFA Institute and about “Writing Effective Emails and Letters” for chapters of the Financial Planning Association. I also conduct customized training for companies.
From my days as a student, I retain my ability to organize information in logical order. That’s helpful when I work on your articles, commentary, white papers, and other publications.
When my editing or writing enables you to communicate effectively with your clients, prospects, referral sources, and colleagues, that’s my greatest thrill. I feel as if I’m giving you a voice as a writer that complements your skills as a financial professional and in-person communicator. That’s the best reward of all.
Thank you for giving me the opportunity to enjoy helping you!
Note: This post was updated on June 2, 2014, to reflect my broader speaking experience and to streamline some wording.