Susan Weiner | CFA Institute

Personal Details

Bio

I have spoken on “How to Write Investment Commentary that People Will Read” across the U.S. and Canada for the CFA Institute because I enjoy training financial professionals to write better. I write and edit white papers, articles, and investment commentary for leading investment and wealth management firms. Earlier, I was director of investment communications at Columbia Management Group, a trustee at Batterymarch Financial Management, and a staff reporter for a weekly mutual fund publication.

Current position (1)

Writer-editor

mentwriting.com

Achievements (1)

Author, Financial Blogging

Financial Blogging: How to Write Powerful Posts That Attract Clients helps financial professionals with a step-by-step process from idea generation to marketing a blog.

Presentations

Presentations (1)

How to Write Investment Commentary People Will Read

You invest a lot of effort in writing your quarterly client letter or commentary. 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 leave this one- to three-hour interactive program with tips you can apply immediately to

* Generate and refine ideas for commentary that will engage your readers
* Organize your thoughts before you write, so you can write more quickly and effectively
* Edit your writing, so it’s reader-friendly and appealing

I've spoken at CFA Societies across North America.