Financial copywriting, content and ghostwriting for the financial services industry.
Here are some of the firms we’ve helped connect with their target markets.
Our clients include wealth managers, fintech companies, gold and precious metals industry firms, fund administrators, private equity, hedge funds, accounting and specialty finance firms.
Investment Counsel Co.
Cardea Capital Advisors
Linscomb & Williams
Financial Advisor Check
Best Five Gold Companies
Mosaic Financial Partners
Wedmont Private Capital
Arroyo Investment Group
Scarborough Capital Management
Safe Future Financial Group
Qualia Retirement Planning
3 Financial Group
Cornerstone Financial Group
Patriot Asset Advisors
Briaud Financial Advisors
First Financial Consulting
Harbor Light Investments
Partnership Wealth Management
Raskin Planning Group
Sapling Wealth Management
5th Street Advisors
Global View Investments
Cypress Private Wealth
ARQ Wealth Advisors
Buckhorn Investment Advisors
Clariti Weatlh Advisors
Foran Financial Group
Fountainhead Wealth Management
Franklin Star Wealth Planning
Guided Wealth Management
Uncommon Cents Investing
Q. If you create financial content for our firm, who owns the work?
A. You do. All custom work is created for you. Once final payment is received, you own the work and can claim authorship. You may also repurpose the content in any way you like. (Please note that our white-label content is governed under a seperate license with different requirements.)
Q. Will you sign an NDA?
A. Absolutely. We understand and are happy to sign your NDA (non-disclosure agreement) for custom content development.
Q. How do you price?
A. White label content has set pricing, which you can review in our White Label Shop. Custom content will be priced as a flat fee, which includes revisions and any changes required for compliance.
Q. How does billing and payment work?
A. For most projects, 50% of the flat fee is due at project start, with the remainder due at completion. Invoices may be paid by credit card (no additional fee), debit card of bank transfer.
Q. What is your process for financial copywriting?
A. We will first ask you to fill out a questionnaire so we can get a better understanding of your goals, target market, and your firm’s unique strengths. After that we will schedule a call to review so we can get a firm understanding of your company’s unique strengths and differentiating factors. That way, we’re sure to bring those out in the content we create for you.
Q. How do you handle compliance?
A. We write with compliance in mind (since our founder is a Former Series 24 license holder), and usually have few or no changes required. However, as we all know, some compliance departments are stricter than others. If that is the case we’re happy to work directly with the compliance officer to make the needed changes.
Q. Do you provide business-to-business (B2B) copywriting as well as financial copywriting?
A. Yes. We also frequently provide copywriting and content creation for specialized business-to-business clients. We’re effective at helping you convey your message in a way that speaks to your potential clients.
Q. Will you serve as a financial ghostwriter for me and my firm?
A. Yes. Along with serving as financial copywriters, we also frequently ghostwrite for financial and fintech clients on Forbes Council and other high visibility platforms that demand high quality content. Please contact us to discuss your needs further.