Case Stories - The Financial Communicator

Selected Case Stories

Daan Stevens on Pexels

Presented here in case story format are projects I've completed that aren't in my portfolio. They show you the value I can offer your firm with my strategic content and communications solutions.

Wealth Management Communications & Data-Driven Content Strategy

This section provides case stories that showcase my expertise in crafting high-impact, rigorously researched, and data-driven strategic content that fits seamlessly into the strategic content plans of wealth sector firms.

My specialized skill set is particularly well suited for wealth management firms and middle-market to large national banks.

These skills are highly sought in the private banking and wealth management divisions of U.S. and multinational banks where I've developed strategic content like that shown here (B2B) and here (B2C). My strategic content not only aligns with their business objectives but also helps them effectively engage their target audiences, building trust and establishing thought leadership in the industry.

Client Testimonial

Dahna and I have worked together on several projects for a financial client. Dahna has deep knowledge of the financial issues and interests of mass affluent and high net worth people, which has made her a good fit for these projects. She is also skilled at finding data and research to support her work. And she's a strong writer who is easy and pleasant to work with. I highly recommend her for data- and research-driven financial writing, as well as any financial writing that requires a solid understanding of mass affluent and high net worth consumers." —Lisa, Contently Managing Editor

Lisa requested I exclude her last name from this testimonial to protect her privacy. Contact me for verification of her recommendation.

The Financial Communicator • 02/06/2023

A Lengthy CXO Interview Becomes a Position Paper

This project describes how a long interview on CXO outsourcing became a position paper.

The Financial Communicator • 02/06/2023

Turning Survey Research Into Thought Leadership

For this project, I analyzed and turned survey data into an informative business report that was thought leadership content for this global consulting firm.

The Financial Communicator • 02/06/2023

Behavioral Finance and Economics Can Sooth Client Anxiety

This position paper showed wealth advisors how to apply behavioral finance and economic principles to address their clients' reaction to stock market volatility.

The Financial Communicator • 02/06/2023

Generation X: Winning this Purpose-Driven Investor's Trust

This position paper showed advisors how to gain this purpose-driven investor's faith in them with ESG-focused investment products.

The Financial Communicator • 02/06/2023

Building Trust with Gen X and Millennial Investors

Both Gen X and Millennials lost substantial trust in wealth advisors after the Great Recession. This position paper shared methods with wealth advisors to help them restore these generations' confidence in them.

The Financial Communicator • 02/06/2023

Meet Generation Z—An Entirely Different Investor from Earlier Generations

Just having reached adulthood, this ambitious, hardworking generation demands advisor attention. This research paper tells advisors who they are, what they expect, and how to meet their needs.

The Financial Communicator • 02/06/2023

Business Acceleration Editorial Content for a Leading Fund's Wealth Advisors

Wealth advisors want business development strategies to help them grow their practices while retaining current clients. I provided editorial content strategy and writing for that purpose for an esteemed investment bank that partners with wealth managers to offer its investment products to their investors.

The Financial Communicator • 02/06/2023

Targeting Internal Leaders for a Banking Industry Consultancy

This banking consultancy had to convince its banking leader clients of the importance of credit risk mitigation training for bank employees. I helped them create editorial content covering specific risk management pain points leaders faced. It showed readers how the consultancy's corporate training programs addressed and reduced mistakes that lead to client distrust and government sanctions. It also showed leaders to collaborate to create a risk mitigation culture.

Corporate Communications and Content Strategy Projects

This section contains case stories of external communications strategy projects, and of a key component of corporate communications, strategic content communications. These case stories represent work I did with large nonprofits outside the finance industry. The skills used with these nonprofit clients are transferable to mid-middle-market, large wealth management, or private banking clients.

The Financial Communicator • 02/06/2023

Editorial Content Strategy for a Large Insurance Agents' Association

This client required editorial content that fit its business goal to regain traction against disruptive competitors to its nearly 120-year-old association. The editorial content strategy and editorial content I assisted them in creating helped them reach their that goal.

The Financial Communicator • 02/06/2023

Digital Strategy for an Esteemed International Women's Leadership Organization

Every year, the Junior League of Atlanta, where I was once a member, holds its annual Tour of Kitchens fundraiser. As the 2013-2014 co-leader of the digital strategy team, I helped the JLA raise more money—over $250,000—with the event than it had in its 17 year history. Here's what we did.

The Financial Communicator • 02/06/2023

Communications Assessment for a Large Regional Nonprofit Organization

With its aging membership, the Episcopal Diocese of Atlanta struggled with attracting younger members. It recognized its need to transition to a fully digital presence, but did not know where to start. The venerable then-106-year-old, 56,000-member church with 109 worshipping communities engaged me to conduct a communications assessment. I provided them a report that became the blueprint for their digital transformation strategy, and it included a strategy for change communications program.