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Financial articles by subscription

Email marketing and blog writing are still among the most effective ways to stay in touch with investment clients and make consistent progress with prospects. But it is time-consuming to make quality communications. You end up using all of your marketing resources on these table-stakes pieces.

I’m now offering financial content by subscription to a small group of banks, trusts, investment managers and advisors.

Paid subscribers receive monthly:

  • a market commentary article
  • a topical piece related to markets, financial literacy, behavioral finance, financial planning or other topics of interest
Financial advisor content marketing examples

Upgrade your standard communications.

When you receive the two monthly financial articles, you can put your own branding on them, get your own compliance to sign off, and post them or send them to clients at your convenience! As a subscriber, you have the right to use the content, including editing or changing it to your preference and posting it to your blog or social media. For most clients, this content is best used for email marketing pieces or blog posts.

Want to learn more? Updates are coming soon on this webpage and through the mailing list.

Interested in potentially joining the beta group of subscribers? Reach out anytime.

This new service is a work in progress. Think BETA stage. Join us as we shape it into something useful to marketing directors!