Financial Services Content Marketing & Investment Writing

I help financial services professionals improve their investor and client acquisition cycle with investment-grade financial writing and content marketing strategies.


How Financial Services Content Marketing & Investment Writing Helps You

Most financial services professionals have a serious marketing problem.

You’re an expert in your domain, but you can’t always relay what you know in a way that is accessible, digestible, and relatable to a diverse audience.

You’re competing for a shrinking pool of client cash and struggling to stand out in the noise—good and bad—of other financial services professionals (and “professionals”) signal-boosted across both legacy and social media.

Even when it comes easily, you definitely don’t have the time to commit to managing a full content strategy and writing schedule on top of everything else you’re juggling.

Sound familiar?

Today’s digital marketing climate relies on strategies that turn prospective clients and investors away:

  • Cold email stuffed with cheesy copy doesn’t convert your ideal clients or investors.

  • Over-the-top and exuberant inspirational LinkedIn posts are off-putting.

  • Clients don’t want an investment cycle to feel like a constant upsell.

  • Your email style shouldn’t match the eComm t-shirt sale in their inbox.

  • Churn-and-burn AI content is increasingly transparent, ruining your reputation.

  • “SEO” blogs that stuff buzzwords into whatever order some tool recommends turn targets away (if they even see it).

  • Affiliate marketing makes 98% of third-party referrals and reviews suspect (at best).

Too often, all-weather content marketing agencies and consultants don’t get finance. Just as bad, those who best understand granular investment concepts tend to lack general marketing knowledge.

But there’s a new era in content marketing. Your audience and clients, both current and prospective, want long-form, quality content that’s authoritative and genuine. They want actionable, thought-provoking, and trustworthy information before they become clients or investors.

My financial services content marketing and investment writing can:

  • Increase your authority with potential clients – the first and most important step to acquisition and long-term loyalty.

  • Cement trust and connection with current clients and audience.

  • Help develop a deep bench of content spanning platforms and media types that’s current and relevant enough to be relatable but evergreen enough to be indefinitely useful.

  • Help generate traffic and engagement through SEO best practices or adding value to your social media audience’s feed.

  • Help leverage and maximize your ad spend for aggressive, targeted inbound marketing campaigns.

  • Explain complex and nuanced aspects of your business or operational practices in a way that doesn’t leave readers scratching their heads.

That’s what I do.

Ready to get started? Get in touch here.

Want to explore more before pulling the trigger? You can find my portfolio and past work here, and get an idea of project pricing here.