Wealth Adviser Communications
Copywriting & Ghostwriting
Because your greatest assets are engaged prospects and clients
The mission of my copy/ghostwriting service is to provide a path for wealth advisers to supply their clients, prospects, and community with outstanding written content. This service creates and composes customized
publications and research pieces that meet the specific needs of an advisory practive. Many of our clients have been recognized in Worth Magazine’s list of The Top 100 Wealth Advisors.
What kind of content would you like us to develop for you? Wealth Adviser Communications is committed to delivering excellent written content, either in manuscript form or fully published. You can choose as many platforms as you like:
- Book publishing
- Book manuscripts
- White papers
- Journal articles
- Booklets
- Podcast scripts
- Reports
- Position papers
- Case studie
Investors will receive their financial news and investment information from somewhere. The question is, from where? This service enables wealth advisers to be the key source of investment information for their clients and community.
Whether as part of a thought leadership campaign, a marketing effort, or as individual pieces, publications enhance your prestige and expand your credibility. Imagine the value you create as you provide your clients and prospects with literature and information for which they have already expressed deep interest.
According to FINRA’s latest Investor Education Survey, more than 80% of investors would appreciate having basic, unbiased education and information.
The study also found that:
* 86 percent are interested in information about common investment scams and fraud.
* 82 percent are interested in an explanation of the fees and expenses of mutual funds.
* 80 percent are interested in definitions of common investment terms and products.
According to Francois Gadenne, Chairman and Executive Director of Retirement Income Industry Association, “it’s never been more important for the industry to focus on the vital role effective communications plays in driving retirement business success.”
Writing excellence. Wealth Adviser Copywriting is founded on the belief that quality makes all the difference, and I strive to obtain the highest level of excellence for each of my clients. I’ve written books, journal articles, white papers, and booklets for registered investment advisers, wealth advisers, and hedge fund managers.
Investment knowledge. I have written on major themes of modern portfolio theory, post-modern portfolio theory, behavioral finance, index funds, passive investing, charitable trusts, 401(k) plans, the Investment Company Institute, financial advice and other aspects of the world of investing.
Individualized service & custom made content. Clients of this copy/ ghostwriting service work as directly with me as they wish. Outstanding copywriting requires that the writer have a keen sense of the particular type and style of information called for by the campaign or project. This kind of understanding comes from listening. In the course of a writing project, that means paying close attention to the client’s ideas and needs. So much more than an after-thought, service is in fact the lynch-pin of the entire process.
A personal pledge: No boilerplates. Complete satisfaction. Everything written under contract is unique to that individual project.