The Investment Writing Handbook is the go-to resource for financial advisors who need to craft effective communications to their clients in order to drive new business, retain it, and foster productive relationships with investors. 

 

The book features prescriptive advice with plenty of useful examples—such as of marketing literature, letter correspondences, official notices, and investment commentary—modeled on real-world case studies from some of the world’s largest financial institutions.  

 

Written by Assaf Kedem, a seasoned financial-communications professional and adjunct professor of communications at New York University, this book is designed to help advisors in their client prospecting and outreach, as well as in relationship management. Kedem covers the essential principles of articulating investment services and their value, differentiating them in a competitive marketplace, and simplifying complex investment topics. He also tackles the most essential aspects of style and tone that advisors should keep in mind when communicate to those they serve.