I’m a lifelong entrepreneur. Right out of college I started a consulting business and taught at community college, then went on to build and sell two niche financial companies.
During those years, I was constantly pitched by advisors, like most of my peers. Like everyone who was busy building a company, I was constantly exposed to marketing and advertising. But none of it ever got my attention. Why? Because no one spoke to what actually kept me up at night as a business owner.
Given the complexities I faced over the years, I really could have benefited from holistic and comprehensive financial planning. Instead, I relied on CPAs, who were great at specific pieces of the puzzle, but they were primarily business advisors. What I really needed was someone to help me focus just on the personal side. Someone to help me diversify away from my business, balance my risk, think through the personal impacts of complex business issues.
Good advisors were out there….but none of them caught my attention.
Your words matter. That’s why I do what I do.
You have plenty of options for financial copywriting and content development.
Here’s why firms choose us.
We’re financial people. You don’t need to educate us or explain industry terminology. We get right to work, bringing out your firm’s unique strengths and turning complex concepts into language your ideal clients will actually connect with.
Most copywriters don’t understand compliance. Our founder held a FINRA Series 24 Principal license, plus Series 7 and 63. We write with compliance in mind from the start, so your content moves through review smoothly.
No hourly billing. No surprises.
You’ll know exactly what your project costs before we start.
We love what we do.
This comes through both in our work as well as our commitment to bringing out the best in your firm.
Most financial marketing fails because it’s written by financial people, for financial people.
We’re financial people, but we come from outside the advisor world. That lets us see your firm through your prospects’ eyes and communicate your strengths in a way that actually connects.
Jeanne Klimowski is Founder of Wavelength Financial Content.
Jeanne has helped over 120 financial firms clarify their messaging and differentiate their businesses. Her credentials include a Series 65 registration and finance degree, and she previously held Series 24, 7, and 63 FINRA securities licenses. She has studied Technical Analysis under the Chartered Market Technician affiliate program.
Prior to starting Wavelength, she built and sold two niche finance businesses. The first administered land-secured municipal bonds for bond issuers, serving over 140 cities, counties and other public agencies in California, Arizona and Colorado.
The second provided state-mandated property tax disclosure reports to the California real estate industry. The firm’s clients included many Fortune 500 homebuilders and title companies.
She has also served as an Adjunct Professor at Coastline Community College in Southern California.
