SocialTurns

Helping the financial industry adopt social networking

Susan Weiner, CFA
  • Female
  • Boston, MA
  • United States
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Susan Weiner, CFA's Friends

  • Mitch Rose
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  • Loic Jeanjean
  • Nathan Gehring, CFP(r)
  • Blane Warrene
  • Curtis A. Smith, CFP®
  • Pat Allen

Susan Weiner, CFA's Discussions

Starts 9/23--TELECLASS How to Write Blog Posts People Will Read: A 5-Week Writing Teleclass for Financial Advisors
1 Reply

Blogging has become a "must" for many independent and fee-only financial advisors. But many advisors struggle to create a steady flow of compelling blog posts. This is why you need to enroll in "…Continue

Started this discussion. Last reply by Susan Weiner, CFA Sep 8, 2010.

Who do I contact with a technical problem with the Events page?

I'm trying to add an event for Sept. 23--my 5-week teleclass on "How to Write Blog Posts People Will Read"--but every time I try to change the…Continue

Started Aug 19, 2010

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Susan Weiner, CFA's Page

Latest Activity

Susan Weiner, CFA replied to Loic Jeanjean's discussion Anybody using social media to share their e-mail marketing campaigns?
"Excellent info in the link shared by Dan. Thanks, Loic, for summarizing."
Nov 4, 2010
Susan Weiner, CFA replied to Chad Bockius's discussion 5 Ways to Make the Most of LinkedIn (have others??)
"Excellent points. I believe in the "small goods." Thanks for posting, Chad!"
Oct 19, 2010
Susan Weiner, CFA replied to Loic Jeanjean's discussion Anybody using social media to share their e-mail marketing campaigns?
"When you say "social media sharing," what does that mean? Twitter? Facebook? Other methods? I've tweeted my e-newsletters occasionally. It does expand their reach."
Oct 18, 2010
Susan Weiner, CFA replied to Adam Enbar's discussion Can Financial Advisors Blog?
"Adam, Here's a link to resources on FINRA/SEC compliance for blogging"
Sep 13, 2010
Susan Weiner, CFA replied to Tom Caraher's discussion Who is driving social media adoption in your company?
"Great topic! At the smaller firms that I work with, it's the business owner or marketing consultant who's driving social media adoption."
Sep 8, 2010
Susan Weiner, CFA replied to Michael W. Byrnes, Jr.'s discussion When it comes to social media (and all marketing) it pays to focus on a niche
"I'm also a big believer in narrowing your target market."
Sep 8, 2010
Susan Weiner, CFA replied to Susan Weiner, CFA's discussion Starts 9/23--TELECLASS How to Write Blog Posts People Will Read: A 5-Week Writing Teleclass for Financial Advisors
"TESTIMONIALS What advisors say about Susan as a teacher of blog post writing * "The class is great! I'm really getting a huge amount of value -- there really is a process to writing." * "Loving the blog writing class I am…"
Sep 8, 2010
Susan Weiner, CFA posted a discussion

Starts 9/23--TELECLASS How to Write Blog Posts People Will Read: A 5-Week Writing Teleclass for Financial Advisors

Blogging has become a "must" for many independent and fee-only financial advisors. But many advisors struggle to create a steady flow of compelling blog posts. This is why you need to enroll in "How to Write Blog Posts People Will Read," a five-week teleclass for financial advisors.In "How to Write Blog Posts People Will Read," you will learn how to o  Generate and refine ideas for blog…See More
Sep 8, 2010
Susan Weiner, CFA commented on Susan Weiner, CFA's blog post A top technique of financial advisors who blog successfully
"Blane, Thank you for your comment! Sorry I was so slow to respond, but I'm not getting email updates from SocialTurns. I had fun with my one audiocast. I should do more, if only I can find the time."
Sep 1, 2010
Susan Weiner, CFA posted a blog post

Great blog posts don't matter...

...if people don't read them. As the saying goes, "If a tree falls in a forest and no one is around to hear it, does it make a sound?"Don't count on readers for your financial advice or investment services blog posts to come to your blog. Grow your audience by making your content available the way your readers prefer.A client recently reinforced this lesson for me. She said, "Susan, I love those links you…See More
Sep 1, 2010
Blane Warrene commented on Susan Weiner, CFA's blog post A top technique of financial advisors who blog successfully
"Susan we have found Feedburner and it's RSS and email subscriptions very valuable. They offer a nice layer of tools for the blog owner but also very simple interaction for the reader. I love the concept of driving previous text posts into…"
Aug 19, 2010
Susan Weiner, CFA posted a discussion

Who do I contact with a technical problem with the Events page?

I'm trying to add an event for Sept. 23--my 5-week teleclass on "How to Write Blog Posts People Will Read"--but every time I try to change the calendar from August to September, I lose the entire event listing. I've tried the following:clicking the arrows at the top of the calendar, which bring me to August 2011 instead of Sept., as I'd expectTrying to replace 08 with 09, but the numbers won't change.What am I doing wrong?See More
Aug 19, 2010
Susan Weiner, CFA commented on Pat Allen's blog post American Express Tops List Of Financial Services Twitter Adopters Worldwide
"Yes, 30,000 isn't a big number, relatively speaking. Thanks for reporting, Pat!"
Aug 19, 2010
Susan Weiner, CFA commented on Debbie Dreher's blog post Storytelling can be more effective than you think - even for financial services!
"Looking forward to watching the videos!"
Aug 19, 2010
Susan Weiner, CFA posted a blog post

A top technique of financial advisors who blog successfully

Financial advisors, don't post it and forget it.If the only thing you do with your blog posts is upload them to your blog, you limit your audience. Instead, recycle your content and make it available in other formats that your target market enjoys. Recycling is a powerful technique that helps financial advisors' ROI on blogging.It's easy to expand your audience with a little extra effort, includingOffering an email subscription…See More
Aug 19, 2010
Susan Weiner, CFA replied to Stephanie Sammons's discussion Thoughts on "Likes" and "Retweets"?
"Good point, Blane! "
Aug 19, 2010

Biography of Susan B. Weiner, CFA

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.

Susan Weiner, CFA's Blog

Great blog posts don't matter...

...if people don't read them. As the saying goes, "If a tree falls in a forest and no one is around to hear it, does it make a sound?"



Don't count on readers for your financial advice or investment services blog posts to come to your blog. Grow your audience by making your content available the way your readers prefer.



A client recently… Continue

Posted on September 1, 2010 at 4:39pm

A top technique of financial advisors who blog successfully

Financial advisors, don't post it and forget it.



If the only thing you do with your blog posts is upload them to your blog, you limit your audience. Instead, recycle your content and make it available in other formats that your target market enjoys. Recycling is a powerful technique that helps financial advisors' ROI on blogging.



It's easy to expand your audience with a little extra effort,… Continue

Posted on August 19, 2010 at 10:29am — 2 Comments

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