Your quarterly client letter or commentary is an essential part of your communications. 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 attract more readers and deepen your relationships with clients, prospects, and referral sources who’ll become more likely to share your commentary with others. 

To ensure that your commentary hits the mark every time, be sure to attend “How to Write Investment Commentary Your Clients Will Read,” presented by Susan B. Weiner, CFA, of InvestmentWriting.com. 
You’ll leave this one-hour interactive program with tips you can apply immediately for

• 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

We'll also cover challenges such as how to discuss disappointing performance.

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. Earlier, 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. Susan is the author of Financial Blogging: How to Write Powerful Posts That Attract Clients and a writer for leading investment management firms.