Scholarly Research and  Insights Content

As a finance sector doctoral researcher at the University of Southern California, I bring advanced academic insights to wealth industry senior communications executives and content leaders. I’m an experienced strategic content consultant specializing in developing deeply researched, data-driven position papers, white papers, business reports, and policy papers for wealth industry thought leaders. 

My expertise in corporate communications allows me to craft content that not only informs but also aligns with your organization’s strategic goals.

My unique perspective, grounded in my organizational change and leadership doctoral studies, allows me to create thought leadership content that combines academic rigor with strategic alignment. During our collaboration, we'll craft messaging that resonates with your ideal U.S. banking decision makers or wealth managers, ensuring it supports your business objectives.

The research process I use involves searching for, analyzing, and incorporating credible, peer-reviewed scholarly sources, competitive or market intelligence, and proprietary research. This ensures the highest quality and relevance of the content we produce. While rooted in academic research, the final product is always executive-focused and accessible to your professional audiences.

"I have had the pleasure of working closely with Dahna in her doctoral studies, and I am consistently impressed by her ability to communicate complex financial concepts with both clarity and depth. Her work is insightful, thoroughly researched, and always engaging, whether she is addressing academic peers, corporate professionals, or lay audiences. Dahna is one of the few doctoral students I’ve encountered who has met my exacting writing standards with no need for revisions. She possesses an exceptional talent for distilling intricate ideas into accessible, compelling narratives, making her an invaluable asset in any context where clear, precise communication is essential. I have no doubt she will bring the same level of expertise and professionalism to any engagement she undertakes." —Dr. Corinne Hyde, Professor of Clinical Education, University of Southern California Rossier School of Education 

I’ve been developing accessible yet research-backed position papers, policy papers, and business reports professionally since college. A housing policy paper I wrote for a nonprofit internship was circulated among Boston’s City Council members, who praised its depth and readability. 

Then, a newsletter article I wrote based on my research as an intern at this nonprofit was disseminated nationally and used by multiple nonprofits in their communications. That solidified my commitment to developing accessible, research-backed content that meets the needs of business leaders who value insights that can be easily understood and applied.

While I’ve completed projects in various fields, including law, health, sustainability, and technology, my expertise and research interests lie firmly in the finance and wealth management industries. These have been my academic focus since college and continue to be central to my doctoral research on U.S. banking history.

My writing combines academic rigor with strategic content, crafted to resonate with your target audience and to support your business goals.

In the past several years, I've produced finance and wealth industry position papers for clients on behavioral finance, investor education, CXO outsourcing, generational wealth transfer, and wealth management preferences of generations X, Y, and Z.

My expertise covers a wide range of financial and organizational topics. Some key areas for which I develop position papers, business reports, and policy papers include:

• Wealth management (including identity group-based investing)
• Private banking products and services
• Sustainable investing, including ESG-related
• Corporate leadership and governance initiatives
• Employee communications strategies
  
• Change management and employee experience communications
• Learning organization development and maintenance
• Corporate transformation in middle market and large corporations

In fact, I can develop strategic content about any topic shown in my "Wealth Education Strategic Content" portfolio in position/white paper length, or create a business report or policy paper about that content's topic. 

I also can partner with you or your senior executives to improve draft position papers, business reports, or policy papers, or update similar content. My process often involves working with proprietary research or presentation decks provided by clients. From these materials, I draw conclusions and complete writing projects based on the project plan or outline we develop together.

If you require in-depth, qualitative research for your research papers, I would be happy to discuss those offerings with you.

As a strategic content communications consultant, I strongly recommend collaborating on an engagement to develop a comprehensive communications strategy for your thought leadership content. While these research-driven multi-page papers and reports can form the core of your thought leadership initiatives, I also offer complementary content that enhances your overall communications strategy and helps you build trust with your target audience.

To complement your business report or research paper, I offer additional content:

• A condensed version of your research paper as long-form cornerstone content

• Several pillar content pages with shorter-form blog posts highlighting key research concepts

• Supporting content to drive traffic, improve SEO, and encourage social sharing

This comprehensive approach ultimately leads readers to engage with and download the full research paper.

I also offer other key content that enhances your holistic content strategy, including presentation decks, one-sheets, and concise executive summaries. These additional content offerings ensure a cohesive and persuasive presentation of your research, making it more straightforward to your target readers. 

By providing strategic guidance on the visual design of your white papers and other research-driven content, I help you create a consistent and engaging experience across all your thought leadership materials. This approach maximizes the impact of your initiatives and reinforces your position as a trusted authority in your field. 

Contact me for more details on how I can add value to your strategic communications plan with my research-focused thought leadership content engagements.