Susan Weiner, CFA, helps financial professionals like you increase the impact of your writing on clients and prospects. She writes and edits articles, white papers, investment commentary, web pages, and other communications for leading investment and wealth management firms. Her Investment Writing blog
is popular with advisors who care about writing that deepens their connections with clients and prospects.
Susan has spoken on “How to Write Investment Commentary that People Will Read” across the U.S. and Canada for the CFA Institute because she enjoys training financial professionals to write better. Before becoming a freelancer, she 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. So she knows how to use language as a financial professional and a journalist.
Articles that Susan has written, edited or ghostwritten have appeared in Advisor Perspectives, Boston Globe, Bottom Line/Personal, CFA Magazine, Financial Planning, Louis Rukeyser’s Mutual Funds, Wealth Manager
, and other national publications.