Exit this survey >> FPA 2012: Your email and letter-writing needs 1. Survey for FPA Experience 2012 You can help customize Susan Weiner, CFA's presentation to YOUR needs by answering this brief survey. Thank you! Question Title * 1. What kind of client emails or letters do you write? Check all that apply. Emails or letters that request actions on behalf of clients (for example, requests to transfer money or to respond to a tax dispute) Follow-ups to meetings with prospective clients Investment or market commentary Recommendations for clients Request for clients to take specific actions Requests for information Responses to client emails, letters, phone calls or other inquiries Sales letters Other (please specify) Question Title * 2. Rate your writing challenges Very important Important Somewhat important Unimportant Doesn't matter at all Coming up with ideas Coming up with ideas Very important Coming up with ideas Important Coming up with ideas Somewhat important Coming up with ideas Unimportant Coming up with ideas Doesn't matter at all Editing or proofreading MY OWN writing Editing or proofreading MY OWN writing Very important Editing or proofreading MY OWN writing Important Editing or proofreading MY OWN writing Somewhat important Editing or proofreading MY OWN writing Unimportant Editing or proofreading MY OWN writing Doesn't matter at all Editing or proofreading COLLEAGUES' writing Editing or proofreading COLLEAGUES' writing Very important Editing or proofreading COLLEAGUES' writing Important Editing or proofreading COLLEAGUES' writing Somewhat important Editing or proofreading COLLEAGUES' writing Unimportant Editing or proofreading COLLEAGUES' writing Doesn't matter at all Formatting Formatting Very important Formatting Important Formatting Somewhat important Formatting Unimportant Formatting Doesn't matter at all Grammar, punctuation or spelling Grammar, punctuation or spelling Very important Grammar, punctuation or spelling Important Grammar, punctuation or spelling Somewhat important Grammar, punctuation or spelling Unimportant Grammar, punctuation or spelling Doesn't matter at all Layout Layout Very important Layout Important Layout Somewhat important Layout Unimportant Layout Doesn't matter at all Organizing Organizing Very important Organizing Important Organizing Somewhat important Organizing Unimportant Organizing Doesn't matter at all Writing concisely Writing concisely Very important Writing concisely Important Writing concisely Somewhat important Writing concisely Unimportant Writing concisely Doesn't matter at all Writing quickly Writing quickly Very important Writing quickly Important Writing quickly Somewhat important Writing quickly Unimportant Writing quickly Doesn't matter at all Writing persuasively Writing persuasively Very important Writing persuasively Important Writing persuasively Somewhat important Writing persuasively Unimportant Writing persuasively Doesn't matter at all Other (please specify) Question Title * 3. What are the most common problems in the emails and letters that YOU RECEIVE? Question Title * 4. What would you most like to learn about how to write more effective emails and letters?Why? Question Title * 5. Have an email or letter you'd like to submit for potential inclusion in this presentation? Please remove identifying details and copy-paste below.Alternatively, you can email your sample to Learn@InvestmentWriting.com with "FPA 2012" in your subject line. Please make sure you remove any identifying details from the body of the sample communication. Question Title * 6. Please add any additional questions or comments here. Question Title * 7. If you would like to receive helpful communications tips, enter your email address to receive Susan Weiner's free monthly e-newsletter. Next >>