Broker-Dealers & Clearing Firms

Financial Writing for Broker-Dealers and Clearing Firms

Today more than ever, investors choose to do business with brokerage firms they trust. In the wake of the chaos that ruled the brokerage industry in late 2008 and early 2009, investors, as well as brokers themselves, need reassurance that their brokerage firm is on solid ground and can weather any storm.

We help broker-dealers communicate effectively with a wide variety of audiences. This includes retail investors, brokers, advisers, and the media. If you represent a clearing firm, we can help you communicate your firm’s value to correspondent broker-dealers and independent financial advisors looking for a custodian. With former Series 7-licensed writers on our team, we can help you communicate what sets you apart from your competitors. Our services include:

• Newsletters, E-newsletters, and Custom Magazines. A thoughtful, compelling newsletter or magazine is one of the most reliable and effective ways to educate your clients and prospects and build trust over time. We can help you develop a long-term strategy to deliver high quality content that resonates with your target audience.
• White Papers & Case Studies. Through effective white papers and case studies, we can help you demonstrate thought leadership and communicate your unique value proposition to brokers, advisers, and correspondent broker-dealers.
• Bylined Articles & Press Releases. Traditional media outlets are always hungry for well-written, educational content from trusted sources. That’s why publishing bylined articles in trade journals, blogs, and other media is one of the best ways to promote your firm’s expertise and demonstrate thought leadership. We work directly with you and your staff to develop compelling content and press releases.
• Marketing Collateral & Fact Sheets. While much of today’s marketing collateral has migrated online, effective marketing communications will always depend on well-written copy. We can help you communicate what sets your firm apart from the competition, whether it’s online or on paper.
• Proofreading & Editing. Could your communications benefit from a second set of eyes and an objective outside opinion? We provide copyediting and proofreading services that can clean up your copy and prevent embarrassing mistakes.