Why Your Wealth Management Business Needs a Financial Writer

A financial writer is someone who lives at the intersection of corporate communications and finance. She’s probably someone with a master’s degree or even a CFA who prefers to work with Word documents instead of Excel sheets. 

Admittedly, such writers are rare. But there’s a few good reasons you should hire a financial writer if your firm manages money or offers consultations to the world’s wealthiest corporations or individuals. 

Here’s a closer look at what an experienced financial writer can do for you.

Better engagement

Attention is a precious resource these days. This deficit of attention becomes much more acute online, which is probably where you’ll find most of your potential clients and investors. To cut through the noise, you need clear and concise content that truly drives engagement. You also need to convey complex ideas and describe niche financial instruments without putting your audience to sleep. 

An experienced financial writer can strike the perfect balance between entertaining and educational. She can pull your audience in with a fun anecdote or a geeky joke before diving into the nitty-gritty of ROICs and Sharpe ratios.  

Maths

Speaking of ROICs and Sharpe ratios, a financial writer doesn’t just know how to work with numbers, but actually enjoys it. That’s important when the content is so numerical. If the writer can weave in references to the rule of 72 or work out the CAGR of a stock over the past ten years, your content could become infinitely more valuable to the reader. 

Fewer errors

Proofreading is a lot more time-consuming than most people realize. Proofreading technical articles with lots of jargon is even more complicated. Avoiding errors is also crucial when you’re trying to position yourself and your firm as a thought leader in your industry. A financial writer will probably save you time and effort by combining through their work the way an analyst combs through a quarterly report. 

Looking to hire a financial writer? Why not hire the one who wrote this article? Contact us now.