Custom Financial Content
for banks, RIAs and WealthTech firms
Educational Content
Your current and prospective clients are searching for answers to their financial questions - and you know the best way to stay in front of them is through regular content such as newsletters, blog posts, white papers and more. I’ll write your educational content from scratch or polish your writing to put your best firm in the best light possible. A few of the topics I’ve covered include:
Medicare
Investing strategies
Long-term care
Life insurance
Tax management
Consumer banking
Estate planning
Regular content can be a great way for C-Suite execs and financial advisors to establish authority in their field, but writing may not be among their top skills. Or maybe they just don’t have the time to collect their thoughts and put them into written form.
As a ghostwriter, I work with leadership teams and financial professionals to develop content for digital and print publications - written in their voice and designed to match your firm’s style and brand.
My ghostwritten articles have appeared in many media outlets, including:
Retirement accounts
Commercial lending & banking services
Social Security
Thought Leadership Content
Ingram’s
Barron’s
The Wall Street Journal
Regional and national trade & association publications
Kiplinger
Entrepreneur
Forbes
The Washington Post
Whether you’re a small wealth management firm, a large RIA or a national bank, your procedural docs help keep your team on the same page and make sure the firm is operating compliantly. Even better, a client-facing resource library makes it easy for your clients - and your team - to find answers to their “How do I …?” questions.
Hire me to help with crafting your compliance manuals, how-to guides, tech tool documentation and more.
Operational Documents
Sometimes, the best source of fresh content is your old content. However, these pieces often need a facelift before they’re ready for republication. From white papers to blog posts, I’ll comb through your old pieces to update stats and sources, add new quotes from subject matter experts, and ensure the pieces still fit your firm’s brand and voice.
Content
Refresh
Shine a spotlight on your financial firm
with custom content from an experienced writer.
Newsletters
White papers
How-to guides
Ebooks
Brochures
Podcast & video show notes
Magazine articles
Seminar handouts
Team bios
Blog posts
Compliance manuals
Email blasts
It’s time to
flip the switch.
Let’s get started on a content project for your financial firm! Fill out the form for more information or CLICK HERE to schedule a consultation.