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Satisfied Clients Aren’t Necessarily Loyal Clients
Somewhere in your book is a client who told you in March that everything looked fine and sat for another firm’s second-opinion review in June.…
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Why Your Clients Need Decision-Support Over Financial Literacy
Here’s something the financial content industry gets wrong. Your clients aren’t trying to become financially literate. They’re trying to make a decision. That’s a bigger…
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How to Tell Your Clients Who You Are as a Financial Advisor
Comprehensive wealth management for life’s journey. You’ve read that one before. It belongs to ten thousand advisors. Your best clients didn’t hire you because you…
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Crafting Client Notes for Market Downturns
Somewhere in your drafts folder (or in the back of your mind) is the market-downturn client note you meant to write. You’re probably reading this…
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Speak Human: Write Financial Content for Real Readers, Not CFAs
“One of the really bad things you can do to your writing is to dress up the vocabulary, looking for long words because you’re maybe…
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Financial Advisor Blog Ideas Are Sitting in Your Voicemail
My last post here ended with an assignment: write down the ten questions clients actually asked you last quarter, pick one, and answer it in…
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Boost Your Financial Blog: Answer Clients’ Real Questions
Most financial advisor blogs die the same way. Not dramatically; nobody posts a farewell. The blog just stops. The most recent entry is a quarterly…
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The Cost of Poor Content for Financial Advisors
Financial advisors don’t want a writer; they want their time back. Think about what it costs when content comes back wrong. Not the fee, but…
the financial freelancer
I help financial advisors look smarter, sound like themselves, and get time back to build their practice.