Catalyst Writing

Curious for best practices that are proven to: → Increase meetings with clients and prospects → Raise capital with institutional and UHNWI investors → Establish your firm as a thought leader 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 𝗳𝗼𝗿 𝗲𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀! https://lnkd.in/eJg3v2ya

Want to know what to write about for your next monthly blog post? Focus on an issue that looms large in the minds of your clients. How will President-elect Trump’s proposed tax cuts and tariffs reshape your financial outlook? For RIAs, this is a pivotal moment to deliver insight that clients need. In this month’s post, we’ll explore the key aspects of these policies, from tax brackets to tariffs, and what they mean for your clients’ wallets. This isn’t just another economic update; it’s an opportunity for you to deepen trust, demonstrate value, and solidify your role as an indispensable financial guide. Curious how to craft your message? Read on to learn how to frame this timely and impactful topic. https://lnkd.in/eW4zRgPG ------ Curious about more thought leadership best practices? Subscribe to our newsletter here: https://lnkd.in/eJg3v2ya

Want to know what to write about for your next monthly insights piece?   The best place to start is to focus on the subject matter that is high on the minds of your clients.   For this month, the upcoming US election fits the bill.   But it is not enough to regurgitate common narratives about the election. That won't cause clients to be in touch with you. You must dig deeper.   Read the full article to learn how you can become an information source valuable enough to open doors to substantive client engagements.   https://lnkd.in/eudWm9vp ------ Curious about more thought leadership best practices? Subscribe to our newsletter here: https://lnkd.in/eJg3v2ya

How do you make and communicate decisions at the highest level? Look no further than Sam Walton, Founder of Walmart, and the lessons he learned from building a small-town retailer into a $560B powerhouse. Here are 8 frameworks for how to make and communicate decisions at the highest level. #ThoughtLeadership #Communication #BusinessBuilding #Storytelling

𝗠𝗼𝘀𝘁 (𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆) 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗹𝗲𝘁𝘁𝗲𝗿𝘀 𝗮𝗿𝗲 𝗽𝗼𝗼𝗿𝗹𝘆 𝘄𝗿𝗶𝘁𝘁𝗲𝗻. Only a handful of firms observe that an investor letter serves 3 clear purposes: → Have a personalized check-in with 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 → Share empathy about how external events affect 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 → Explain what you are doing to help 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 Even fewer firms succeed in these objectives consistently enough to drive the outcomes you want. When you write your Q2 investor letter in the coming weeks, make sure you return to first principles to secure the outcomes you want. https://lnkd.in/eagZQgYR

We are investor letter geeks at Catalyst. We are the strange people who print off and read: • Warren Buffett's 1973 letter • Jeff Bezos' 2009 letter • Howard Marks' 2018 letter If you look closely, themes emerge for how to write an investor letter worthy of the greats. To be precise, 5 themes rise to the top. 👇 Download our tear sheet to discover the 5 criteria to write an investor letter worthy of thought leadership status. https://lnkd.in/ePrh2RPA

Most investor letters are poorly written. In fact, most letters fall prey to the same 5 mistakes. As Q2 letter writing season approaches, you can differentiate your firm by avoiding these common pitfalls. 👇 Download the tear sheet below to learn more! https://lnkd.in/ejcBanAD

Most investor letters are poorly written. Many firms overlook the 3 main purposes of these letters. Even more miss the 5 key components needed to engage clients. As Q2 investor letter writing season approaches, make sure you hit the bullseye to open doors to the conversations you want. 👇 Download the tearsheet below to go back to basics on what makes an investor letter worthy of thought leadership status. https://lnkd.in/eagZQgYR

👋 Welcome! I help managers of boutique investment firms with a specific challenge: 𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝗸𝗲𝗲𝗽 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝘀 𝗲𝗻𝗴𝗮𝗴𝗲𝗱 𝗲𝗻𝗼𝘂𝗴𝗵 𝘁𝗼 𝗴𝗿𝗼𝘄 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗵𝗶𝗹𝗲 𝗯𝗮𝗹𝗮𝗻𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝗶𝗻𝘁𝗲𝗻𝘀𝗶𝘁𝘆 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗱𝗮𝘆-𝘁𝗼-𝗱𝗮𝘆? Having managed an investment boutique myself, I founded Catalyst Writing specifically to address this issue for firms like yours. 📩 If you are a boutique investment firm and lack the time and/or expertise to convert your ideas into the catalyst to your fundraising and distribution conversations, DM me or reach out to info@catalystwriting.com!