Investment Advisers & Wealth Managers

Financial Writing for Investment Advisers, Wealth Managers & Financial Planners

Today more than ever, investors choose to hire registered investment advisers, wealth management firms, and financial planners they can trust. What’s the best way to build trust? Of course, putting your clients’ interest ahead of anything else will always rank first. But,  with today’s increasingly volatile markets, regular communications probably ranks a close second, as clients need reassurance that your expertise will guide them through the storm.

At Bull’s-eye Financial Communications, we have helped firms such as Adviser Investments, Emerald Allocation Strategies, AARP Financial, CFG Wealth Management, AspenCross Financial, and TFC Financial communicate with their clients and prospects. Our services include:

• Newsletters & E-newsletters. A thoughtful, compelling newsletter 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 communicates your unique perspective, rather than promotional filler or canned articles.
• Advisor Website Makeovers. A quick scan of websites across the financial advisory and wealth management industry makes you feel like you’re travelling back in time to the late 1990s or early 2000s. The reality is that many firms created their first websites over a decade ago and haven’t touched them since. If your firm’s website is cluttered with confusing copy, poor navigation, images of roman columns or deliriously happy retirees strolling hand-in-hand on the beach, our website makeover service can bring your website into the 21^st century.
• Web Content & Blogs. Rather than the traditional “push” method of sending information to your target audience, websites and blogs can be used to “pull” readers in. Publishing relevant content to your website or blog can help you attract an audience and cultivate more prospects.
• Bylined Articles & Press Releases. While the Internet and social media have radically altered the communications and marketing landscape, don’t write off traditional media just yet. Your clients still read local newspapers and magazines, although they may be reading them on an iPad, laptop, or mobile phone. Publishing bylined articles in local newspapers, magazines, trade journals, blogs, and other media can help you demonstrate your firm’s expertise and point of view. We will work directly with you and your staff to develop compelling content and write press releases that grab reporters’ attention.
• Marketing Collateral & Brochures. While many financial services companies are focusing their marketing efforts on the Internet and social media sites, there is still a place for traditional hard copy brochures and marketing collateral. When prospects call your firm or visit your office, you don’t want them to go away empty-handed. A concise, well-designed brochure that clearly communicates your value proposition remains an effective marketing tool.
• Email Marketing. Permission-based email marketing is a smart, cost-effective way to deepen your customer relationships and generate referrals. It’s less expensive than direct mail or advertising. It saves time, and most important, it works, assuming you take the time to develop valuable content. Through our partnership with Constant Contact, we offer you the industry’s leading email-marketing tool. Our Quick Start Package can get you up and running with an e-newsletter in a matter of days.
• Proofreading & Editing. Could your communications benefit from a second set of eyes? We provide copyediting and proofreading services that can clean up your copy and avoid embarrassing mistakes.

At Bull’s-eye Financial Communications, we help registered investment advisers, wealth management firms, and financial planners communicate effectively with their clients and prospects.