A Lengthy CXO Interview Becomes a Position Paper

The Business Challenge

The client was a global investment firm that serves as an institutional asset manager. They interviewed a recognized business consultant about asset managers outsourcing CXO duties in which they had limited expertise so they could focus on building advisory relationships with their clients.

The firm wanted this audio interview converted into written form.

The Solution

The client decided a problem/solution position paper was most optimal. It would use the interview discussion to summarize specific skills their asset manager clients don't have—the problem—that they might outsource to a fractional CXO to complete—the solution.

The Project Approach

I began by turning the transcribed interview into an outline for the member of the executive leadership team I worked with during the project. Since the client provided material for the position paper, when the outline got approved, I wrote the position paper.

Applying my journalism skills, I wrote the position paper like a long-form article. I used questions as headers to make it readily scannable by readers looking for specific information. I researched information the interview subject mentioned, but the client didn't provide, and I cited it in the position paper.

The Intended Outcome

This position paper made it easier for the firm to distribute the interview to its international client base. It showed readers how they could provide better asset management services to their clients by focusing on what they did best and outsourcing CXO tasks where they had limited expertise.

Work With Me

If you'd like to discuss a similar project for your financial institution, I offer a complimentary 30-minute introductory phone call to for that purpose. Learn about that by reviewing my collaboration process. After that, contact me to schedule a time to talk about your requirements.

(c) 2023. Dahna M. Chandler for The Financial Communicator, a division of Thrive Media Collaborative, Inc. All rights reserved. This case story may not be reproduced or reposted in whole or in part without express written permission of the author.

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