What kind of writing or editing can I help you with?

White Papers

White papers are powerful marketing tools for investment and wealth management firms and their vendors.

Investment Commentary

I can write your commentary based on interviews with your investment professionals or based on attribution analysis and other materials provided by you.

ARTICLES

Companies and individuals boost their credibility by writing for print and online publications. I can ghostwrite your article to showcase your knowledge without eating up your time and energy.

COPYWRITING & GHOSTBLOGGING

Blog posts, brochures, and emails help investment and wealth management firms and their vendors to attract and retain new clients.

How I write or edit your piece

Here’s a typical process for writing or editing your piece.

  • Step 1: Preparation

    Client: Send signed agreement, down payment and background information. Schedule interview(s) on earliest mutually-agreeable date.

    Susan: Review materials and prepare questions for interview(s).

  • Step 2: Interview

    Susan: Conduct interview, which will be recorded for easy reference.

    Client: Participate in interview.

  • Step 3: Outline

    Susan: Prepare a robust outline to be submitted as a Microsoft Word file within 10 business days on interview. This allows us to ensure we’re on the right track before completing a full-blown draft.

    Client: Provide reasonably detailed written feedback to me within 7 business days of receiving outline.

  • Step 4: Draft

    Susan: Submit first complete draft as a Microsoft Word file within 7 business days of receiving client feedback.

    Client: Provide reasonably detailed written feedback to me within 5 business days of receiving first complete draft. Balance of payment is due upon submission of the first complete draft.

  • Step 5: Revision

    Susan: If changes are not extensive, I will aim to complete them within 48 hours. This counts as the minor revision included in the fee, if requested promptly after submission of the first draft.