The Financial Communicator

Private Banking & Wealth Industry Content and Journalism

Image: Aditya Vyas on Unsplash

Featured here are projects I completed with elite wealth and finance industry brands and media outlets as part of their external communications programs. It includes articles, blog posts, ebooks and position papers. In nearly each project shown, I offered editorial direction and content strategy.

As these work samples show, I've offered content solutions to both B2B and B2C divisions of wealth industry firms. I now use the expertise gained in this area to offer solutions to firms authentically engaged in social impact wealth management and socially responsible and sustainable banks.

I can help you create an external communications plan that boosts the influence of your bank or firm. We'll collaborate to develop storytelling content and strategies that advance your senior leaders as experts in this sector, helping you attract mass affluent and HNWI depositors or clients who wish to invest for social impact. 

It will also inspire individuals and SMEs who feel underserved by traditional banks to engage with your institution, recognizing it as a socially responsible or sustainable choice for meeting their unique financial needs.

Contact me today for editorial content development or external communications strategy solutions and support.

Client Recommendation:

"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 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 verfication of her recommendation.

Image: Aditya Vyas on Unsplash

Synovus •

What it Means to be Executor of a Will

[Note: While this is a B2C blog post, it represents my role in helping this bank build its private wealth and personal resource content platforms using my unique understanding of mass affluent and HNW audiences, economics, and wealth management and preservation.] It's an honor when a friend or loved one trusts you to become their estate executor. But being a will executor is a significant responsibility. It makes you their fiduciary and it can be time-consuming and expensive. It may come with emotional challenges, particularly related to dealing with the departed's remaining family. Learn here how to address many of these challenges effectively.
Synovus •

Why inflation happens — and the role of the Fed

[Note: While this is a B2C blog post, it represents my role in helping this bank build its private wealth and personal resource content platforms using my unique understanding of mass affluent and HNW audiences, economics, and wealth management and preservation.] Most people know that inflation — the gradual rise in prices over time — decreases your purchasing power. And the recent bout of inflation has certainly had a profound impact on most people's purchasing power. At 8.5%,1 it's at its highest since the 1980s. This comes after price increases holding steady at the Federal Reserve's prescribed rate of a 2% annually since the Great Recession ended in 2009. What is the role of the Fed in mitigating inflation? (Image: Pexels)
Synovus •

What is a donor-advised fund?

[Note: While this is a B2C blog post, it represents my role in helping this bank build its private wealth and personal resource content platforms using my unique understanding of mass affluent and HNW audiences, economics, and wealth management and preservation.] If you have special charitable goals, consider a donor-advised fund (DAF). A DAF lets you set up charitable accounts at a variety of institutions — like community foundations, financial institutions, and national foundations — and donate money through them to your favorite causes. Here's what to know about the charitable and tax implication of establishing a DAF.
Northern Trust FlexShares ETFs •

Position Paper: Reaching Executive Women An Overlooked and Growing Investor Segment

High-net-worth and ultra-high-net-worth executive women often get overlooked by wealth management advisors as viable clients. But, this multi-trillion dollar market is a growing—and lucrative—investor segment. From this position paper, advisors learn why this important investor segment has value to them and how to reach this market. (Inclusion of this writing sample in my portfolio does not represent an endorsement of me or my work by FlexShares or Northern Trust. It is for demonstration of my skills only.)
Synovus •

Holiday Giving That Aligns With Your Goals

[Note: While this is a B2C blog post, it represents my role in helping this bank build its private wealth and personal resource content platforms using my unique understanding of mass affluent and HNW audiences, economics, and wealth management and preservation.] With recession and inflation concerns as a backdrop to this holiday season, you may wonder whether you can give to loved ones in ways more reflective of your personal and family wealth goals. That can include saving on taxes and hedging against inflation — while remaining consistent with the values you and your gift recipient hold. One of your values may be transferring wealth to the next generation to ensure they're prepared for the future and can weather macroeconomic shocks. Here are some ways to give the gift of economic well-being while protecting your finances.
Northern Trust FlexShares ETFs •

ESG and Social Labor Considerations

We believe that many of today's investors are seeking investments that put their hard-earned dollars into ETF portfolios that reflect their convictions about important social issues. They connect most with brands that apply ESG — or environmental, social, and governance considerations — in their daily operations. [This blog post pitched and written by me for FlexShares helps financial advisors inform clients how choosing ETFs that focus on ESG, particularly social labor considerations, align with their core value. When I wrote this in 2016, there wasn't as broad an understanding of ESG as there is today. So my thinking and writing about the subject were still novel.]
Northern Trust FlexShares ETFs •

How to Effectively Educate Your Bigger is Better Clients About the FlexShares ETF Difference

We believe FlexShares ETFs beneficial investor offerings include our growing innovative fund product lineup. Partnering with seasoned index investment professionals using quantitative research, our alternatively weighted indices and mixed asset classes provide investors with funds that are designed to help meet a variety of investor financial goals. But for many investors, their most objective measure is quantitative—size. [This blog post, which I pitched and wrote for FlexShares, shows financial advisors how to educate clients on choosing measures other than size when evaluating ETF providers like FlexShares. When I wrote this in 2016, there wasn't as broad an understanding of ESG as there is today. So my thinking and writing about the subject were still original.]
Northern Trust FlexShares ETFs •

Using ESG as a Core Investment Option

We believe that one of the biggest challenges financial advisors often face with ETF investors is the latter's belief that ESG investing only needs to be a small part of their portfolios. Often, they're unconvinced that ESG is an optimal core option, preferring other more “traditional" choices. [In this blog post I pitched to FlexShares, I tell wealth advisors how to educate their ETF investor clients on using ESG as part of their core investment strategy. When I wrote this in 2016, there wasn't such a deep understanding of ESG as there is today, so my thinking and writing about the subject were still innovative.]
New York Life Investments •

Position Paper—Customize your clients' ESG experience: A playbook for financial professionals

Increasingly, investors are interested in aligning their investment portfolios around their environmental, social, and governance (ESG) values. Savvy financial professionals are taking the steps necessary to identify their clients' interests and values to help them meet their investing goals. This research-backed position paper shows financial professionals how to provide customized client experiences that meet their ESG investing requirements.
New York Life Investments •

Why Client Communication Is Key to Building Better Relationships with Women Investors

When working with any investor, financial advisors must excel at client communication. Clients generally want to feel that their financial advisors hear, respect, and value them—especially women investors. Women now control more than half of personal wealth in the US, roughly $22 trillion. As wealth is transferred to more women over the next four decades, that number is projected to rise to nearly $29 trillion. Financial advisors must shift their client communication strategies to meet women investors' needs. Here's how.
Barclays Investment Bank •

Giving young people skills to rebound and rise

As part of one its global CSR efforts, Barclays committed to ensuring students in its own US backyard get the support, tools, and resources they need to help end global youth unemployment. This post summarizes the Rebound Partnership the investment bank established with Good Shepherd Services in New York City. Rebound helps urban young people learn financial and professional development skills and gets the matched to educational and work opportunities. This piece profiles two of the program's most exceptional students.
eMoney Advisor Blog •

Accounting for Longevity in Retirement Planning

This ghostwritten blog post covers longevity as the focus of financial planning, and what today's clients want from advisors at different ages and life stages. That's no longer just retirement planning alone. Your clients are considering much more than what they must save discontinue income-producing work and live comfortably. As people increasing live beyond 100, they're focused on shifting gears later in life and funding a new life direction. How can you help?
eMoney Advisor Blog •

How to Prove Your Value to Retirement Plan Sponsors

The Tenth Fidelity® Plan Sponsor Attitudes Study, released in 2019, found that an all-time high of 93 percent of sponsors work with advisors, but that what sponsors want from a retirement advisor is changing. That’s because retirement is just one aspect of an employee’s overall financial health picture. This ghostwritten blog post shows advisors some other ways they can differentiate themselves to provide the support plan sponsors now expect advisors from them.
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