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nDash Writer Profile for Michael Panzner

Headline

Financial Writer and Editor with Industry Experience

About Me

Over the past 15 years, I have helped leading financial institutions, investment advisers, accounting firms, management consultants, and independent authors create and edit compelling, high-quality content, including:

      ●  Marketing presentations
      ●  Websites and blogs (with or without SEO optimization, as required)
      ●  Corporate newsletters
      ●  "Thought leadership" articles
      ●  Research and white papers
      ●  Investment and investor letters
      ●  Pitch books
      ●  Executive summaries
      ●  Offering documents
      ●  Due diligence questionnaires (DDQs)
      ●  Strategic plans
      ●  Social media posts and campaigns
      ●  Brand and domain names

I am a long-time investment and financial services industry professional with experience as a highly-rated Upwork editor and writer (I have been top-rated since joining the platform in 2015), author (one of my three books sold 30,000 copies), columnist, and blogger (my now-retired blog attracted 7 million hits over the course of six years).

My articles on investing, finance and economics have been published at TheStreet, Huffington Post, Business Insider, Seeking Alpha, CNBC.com, DailyFinance.com and elsewhere.

For more about me and my work, please visit https://www.upwork.com/fl/panzner and https://michaeljpanzner.com.

Testimonials from my clients:

“More than happy! Michael understood what we are looking for – he did a great job. We would highly recommend him.”
—CEO, venture capital firm

“Thank you so much for your help on this piece over the weekend! Our Founder/CEO is absolutely thrilled with all of your edits! You are extremely knowledgeable about the industry and we can tell you are a fantastic writer. We would love to keep working with you moving forward.”
—CEO, investment advisory firm

“Michael understood what we were looking for and delivered. He communicated with us effectively and provided the finished product on time. We would highly recommend him.”
—President, asset management firm

“Very responsive and conscientious. Takes pride in his work and goes above and beyond.”
—CEO, management consulting firm

“Michael has a deep understanding of finance and markets, which makes his editing even more valuable for a wealth management firm like ours. He is a great communicator and completes work on schedule.”
—CEO, investment advisory firm

“Michael is an outstanding editor. I'm very grateful for his support.”
—CIO, investment advisory firm

“Ultimate professional. Will be using his services again.”
—Financial publisher

“More than happy! Michael understood what we are looking for – he did a great job. We would highly recommend him.”
—CIO, investment advisory firm

“Perfect. His voice has become mine.”
—Independent author

Industries I Write About

Finance

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Business

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My Writing Samples

Michael J. Panzner - Financial Writer and Editor with Industry Experience

Link to my Upwork profile, which features reviews of my work going back to when I joined the platform in 2015.

https://www.upwork.com/fl/panzner

Which Financial Advisor Is Right for You?

Ghostwritten article, based on independent research, for a registered investment advisor.

https://www.bostonprivate.com/our-thinking/vault/articles/which-financial-advisor-is-right-for-you-2714

Fort Ross Ventures: Your Scale-Up Advantage

Website content for a venture capital firm.

https://www.fortross.vc/

Guidelines for Having Successful Financial Conversations With Your Partner

Ghostwritten article, based on independent research, for a bank.

https://www.citizensaccess.com/education-hub/articles-Successful-financial-conversations-with-your-partner.html

Passive No More

Ghostwritten white paper, based on independent research, for a wealth manager.

https://www.tareno-globalwatersolutionsfund.ch/en/white-paper-passive-no-more/

Private Equity Funds: Outsourcing to Growth

Ghostwritten article, based on an interview with a subject-matter expert, for an outsourced accounting firm.

https://e78partners.com/insight/private-equity-funds-outsourcing-to-growth/

MTIP: The Health Tech Capital Investor. Empowering Innovation That Improves Lives.

Website content (including the tagline) for a venture capital firm.

https://www.mtip.ch/

A Positive Prognosis for the Future of Healthtech

Ghostwritten white paper, based on client-supplied information and independent research, for a venture capital firm .

https://www.mtip.ch/stories/a-positive-prognosis-for-the-future-of-healthtech/

Which Financial Advisor Is Right for You? What Are the Advantages of Working With an RIA?

Ghostwritten article, based on an interview with a subject-matter expert, for a registered investment advisor.

https://www.bostonprivate.com/our-thinking/vault/articles/which-financial-advisor-is-right-for-you-2714

Going Big and Coming Up Short

Ghostwritten article, based on an interview with a subject-matter expert, for an outsourced accounting firm.

https://e78partners.com/insight/going-big-and-coming-up-short/

Using Liquidity to Optimize Your Long-Term Savings Plan

Ghostwritten article, based on independent research, for a bank.

https://www.citizensaccess.com/education-hub/articles-Using-Liquidity-to-Optimize-Your-Long-Term-Savings-Plan.html

Wiser Brand Benchmark: Shopper Insights – Consumer Household Products

Ghostwritten white paper, based on client-supplied information and independent research, for a consumer products advisory firm. (Link to PDF: https://financialwritereditor.com/portfolio/assets/Brand-Benchmark-CPG-Household-Products-Report-v2.pdf)

https://www.wiser.com/report-shopper-insights-consumer-household-products/

Peratera: Accept Payments Worldwide

Website content (as well as the name of the company) for a financial services firm.

https://peratera.com/

“New Normal” for Healthcare, Great Opportunity for Stand-Alone Medical Offices

Ghostwritten article, based on an interview with a subject-matter expert, for an outsourced accounting firm.

https://e78partners.com/insight/new-normal-for-healthcare-great-opportunity-for-stand-alone-medical-offices/

Teaching the Next Generation About Wealth

Ghostwritten article, based on independent research, for a registered investment advisor.

https://www.bostonprivate.com/our-thinking/vault/articles/teaching-the-next-generation-about-wealth-2446

3 Guiding Principles for Managing Lifestyle Creep

Ghostwritten article, based on independent research, for a bank.

https://www.citizensaccess.com/education-hub/articles-3-Guiding-Principles-for-Managing-Lifestyle-Creep.html

Sensiba San Filippo: Your Job Is to Grow Your Business. Our Job Is to Make it Easier.

Website content for an outsourced-accounting firm.

https://ssfllp.com/services/ssf-consulting/outsourced-accounting/

The Five Benefits of Investment Technology

Ghostwritten article, based on an interview with a subject-matter expert, for a registered investment advisor.

https://www.bostonprivate.com/our-thinking/vault/articles/the-five-benefits-of-investment-technology-2664

Michael Panzner on LinkedIn: No Business Writing This

Bylined article: Five strategies that can help you communicate more effectively using the written word.

https://www.linkedin.com/feed/update/urn:li:ugcPost:6807806999749771264?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28*%2Curn%3Ali%3AugcPost%3A6807806999749771264%29

Experience

Freelance Writer (Part-Time)

Company: Self-Employed

I worked there from 7/2003 until now

Content I Write