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Susan Weiner
Works at InvestmentWriting.com
1,083 followers|155,704 views
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Susan Weiner

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Catch my August newsletter, featuring "how to capitalize financial acronyms": http://ht.ly/zZ9ws #finserv
susanweiner 5 minutes ago from. Tweet Share Top Tweets Rating: (+1)
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Susan Weiner

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Blogging deepened this advisor's relationships with his clients.
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Susan Weiner

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Are YOU making this credibility-sapping mistake on your website?
Click to see my news page with items listed in the correct, reverse-chronological order A news page featuring your firm's mentions in the media can boo
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Susan Weiner

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Happy New Year! あけましておめでとうございます。引き続きよろしくお願いします。
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I added Japanese New Year's greetings in  a nod to my history.
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Check your proofreading skills on Mistake Monday. No one has cracked this example yet: https://www.facebook.com/photo.php?fbid=640066626005463&set=a.180434301968700.43719.135544103124387&type=1
 
Check your proofreading skills! It's MISTAKE MONDAY on the Investment Writing Facebook page. ht.ly/qeQf3
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Susan Weiner

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If somebody tweets about your company, but doesn't use your Twitter tag, is it okay to respond to them--or is it stalker-ish?
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Yes, but I can also see how failing to address a mildly unhappy client proactively will allow it to fester into a REAL complaint of even greater severity!

Regulators don't punish advisors for merely having complaints. It's acknowledged that they happen. Advisors are punished for not addressing complaints, for which ignoring it in this context would seem to only make it worse.

Show the SEC a folder where you capture, document, and proactively address every prospective complaint, even a subtweet on Twitter, and you're showing them a culture of compliance that REDUCES the risk of sanctions (especially if the Twitter 'complaint' was THAT minor in the first place).
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Is Facebook the right place for you to market?
 
Not smart, Facebook. Not smart.
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Starting to work on your quarterly client letter? Read this first.
Investment managers' quarterly investment letters should be meaningful to clients, specific to the manager, and short. These are the key conclusions I drew
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Susan Weiner

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Have a  New Year's resolution involving blogging?
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Ziondia
 
+Susan Weiner  Blogging is not going to be so simple in 2014. Google is working hard on finding the ways to stop spamming.   #SEO   #SMO  
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Have her in circles
1,083 people
Zacks Private's profile photo
Papua Coffea's profile photo
Vitaly Novokreshchinov's profile photo
Tamer Salem's profile photo
Adriana Sopi's profile photo
Simon Hopes's profile photo
AJ Poulin's profile photo
Ian Highton's profile photo
Emily Buttler's profile photo
Work
Occupation
Freelance financial writer-editor for investment and wealth managers. I turn financial professionals' ideas into persuasive writing.
Employment
  • InvestmentWriting.com
    Freelance financial writer-editor for investment and wealth managers. I turn financial professionals' ideas into persuasive writing., present
Story
Introduction
Susan Weiner, CFA, helps financial professionals increase the impact of their 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.
Bragging rights
I finally published my book. I've come a long way since earning my Ph.D. in Japanese history.
Basic Information
Gender
Female
Other names
Susan Weiner, CFA