Research Papers & Thought Leadership Content

As a doctoral researcher at the University of Southern California, I specialize in writing deeply researched, data-driven position or white papers, business reports, and policy papers for wealth industry thought leaders.

My doctoral dissertation focuses on organizational change and leadership in the wealth industry. This unique perspective allows me to create thought leadership content that combines academic rigor with strategic alignment. I calibrate my writing to resonate with your ideal U.S. banking decision makers or wealth managers, ensuring that it supports your business objectives.

My research process involves searching for, analyzing, and incorporating credible, peer-reviewed scholarly sources, competitive or market intelligence, and proprietary research to ensure the highest quality and relevance of the content I produce. While my writing is grounded in academic research, it is always executive-focused and accessible to your professional audiences.

Topic Area Expertise

I've been developing accessible but research-backed position and policy papers and business reports professionally since college. A housing policy paper I wrote for a nonprofit where I interned got circulated among Boston's City Council members, who were impressed by its depth but readability. While I understand industry-speak, I've always avoided using it in my research content, focusing instead on creating clear, concise, and actionable insights that can inform strategic decision-making. 

This approach has proven effective, as demonstrated by a newsletter article I wrote based on my findings, which got disseminated nationally and used by multiple nonprofits in their communications. My commitment to developing accessible, research-backed content is designed to meet the needs of business leaders who value insights that can be easily understood and applied.

Besides public policy research, in recent years, I've completed projects in finance, law, health, sustainability, and technology. My wheelhouse and research interests lie squarely in the finance and wealth management industries. They have been my academic focus since college, including in my doctoral program where I'm researching and writing my doctoral dissertation about U.S. banking history. 

My research writing is only academically rigorous strategic content crafted to resonate with your target audience and support your business goals.

Core Strategic Research Content Solutions

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.

Some topics for which I produce 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 equity-based employee experience
√ Learning organization development and maintenance
√ Corporate transformation in middle market and large corporations

In fact, anything shown in my Wealth Industry Content portfolio, I can write about in position/white paper length, or produce a business report or policy paper about that content's topic. If you need a draft position paper, business report, or policy paper improved or an update to similar content, I can help. Often, clients provide proprietary research or presentation decks from which 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.

Complementary Strategic Content Offerings

As a strategic content communications consultant, I strongly recommend collaborating to develop a comprehensive communications strategy for position papers, policy papers, and business reports. While these research-driven content pieces 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 core research-driven content pieces, I offer additional content, starting with a condensed version of your research paper as a piece of long-form cornerstone content. This cornerstone content is supported by several pillar content pages that contain shorter-form blog posts that highlight key concepts from the research. Pillar pages can drive traffic to your website and research paper, improve SEO, and encourage social sharing, ultimately leading readers to engage with and download the full research paper.

I 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.

Let's Get Started

Contact me for more details on how I can add value to your editorial content strategy with my research-focused position or policy papers and business reports.