Content for wealth firms
Blog posts, guides and service pages written for US RIAs and wealth managers. Each piece is built to rank in Google, get cited by AI tools and pass your compliance review.
Prospects research before they call. They ask Google and ChatGPT about fees, fiduciary duty, retirement income and what an advisor actually does. The firms that answer those questions clearly are the ones search engines and AI tools recommend.
Most advisors know this, but writing takes time they would rather spend with clients. I take it off your plate, in your voice, and in a form your compliance team can approve quickly.
What's included
A 90-day plan built from the questions your ideal clients search for and ask AI tools, mapped to your services.
Long-form posts and guides written after a short interview with you, so they sound like your firm, not a template.
Clear headings, direct answers and FAQ sections that Google AI Overviews, ChatGPT and Perplexity can quote.
No performance claims, guarantees or unapproved testimonials, and sources cited, so review is quick.
Simple charts and explainers that make complex topics easy to share on LinkedIn and in client emails.
Each article turned into LinkedIn posts your team can share without rewriting.
I do, with research and editing support from AI tools. Every piece starts with a short call with you, and I fact-check and edit it before you see it.
Drafts are written to avoid common issues under the SEC Marketing Rule and FINRA Rule 2210, such as performance claims and unapproved testimonials. Your CCO still approves everything before it goes live.
Most firms start with two to four pieces a month. We agree the number on the strategy call, based on your goals and review capacity.
Book a 30-minute call and we’ll map your first 90 days of topics together.