Expert Financial Copywriter for Banks, Credit Unions, Financial Planners, and Investment Advisors
Transform Your Financial Services Business With Compelling Copy That Coverts
As a professional in the financial sector, you recognize:
Feeling Invisible in the Marketplace The money management industry is competitive. A wide range of companies offer the same products (and use the same marketing strategies). How can you stand out and demonstrate the value you offer?
The Struggle to Make the Difficult Easy to Understand Financial products and the regulations surrounding them are complex. You're an expert, but it is challenging to explain these difficult concepts in a simple way (which increases sales). How can you provide a better translation?
The Need to Improve Your Return on Investment for Customer Acquisition You know relying upon referrals alone is not enough, but your digital marketing hasn’t produced qualified leads. You work hard to improve your client’s ROI. Shouldn’t you expect the same from your own marketing investment?
Trust is Hard to Build, but Easy to Lose
Events like the 2008 Financial Crisis have created deep skepticism of the financial industry. Building trust is essential to keep clients and attract new ones. It is a lot of work, and the job is never done. How can you build trust more effectively?
Saving Your Time is a Necessity Advising clients, conducting reviews, and answering questions are at the heart of financial planning. Taking on the writing for your marketing diverts your time from these core duties. Is there a way to reclaim it and make money in the process?
Here’s how I can help:
My name’s Jim, and I am a financial copywriter who can help you find answers to these questions. And in the process, the stress of writing your marketing materials will shift to me. You will get more leads who turn into clients. Plus, you’ll enjoy spending more time helping those clients with your expert guidance.
Bland messaging that sounds like every other financial brand doesn’t work. It leaves you lost in an ocean of content and limits your growth. Instead, we want to develop marketing that is centered on your unique identity:
Focusing not just on what you do but why you do it
Identifying what sets you apart in a crowded market
Understanding how you improve the lives of your clients
With this identity, we can develop your own brand voice. This brand voice guides all your messaging: website, email campaigns, landing pages, blogs, and newsletters. Everything works together to create a space where you shine as an authority - drawing leads that convert!
This type of copywriting provides the answers you need:
How can you stand out and demonstrate the value you offer?
Imagine updating your website with content in your unique brand voice. And all this content addresses your ideal clients' concerns and positions you as a specialist who offers solutions. You begin to book calls with qualified leads who say, “I need your help.” This is how we create visibility in the marketplace.
How can you provide a better translation?
Prospects look puzzled when presented with a complex topic. But developing a blog series on that subject creates an educational resource you use with great success. The puzzled expressions change to nods of agreement. As a skilled financial copywriter, I help make complex ideas easier to understand.
Is there a way to improve your ROI on customer acquisition?
Picture this: you have a blog that consistently drives new traffic to your website. Then you roll out effective landing pages that persuade leads to subscribe to your email list. Email campaigns take it from there, naturally preparing your leads to meet for a consultation. Growing ROI on customer acquisition is not just possible - it becomes predictable!
How can you build trust more effectively?
Your homepage, blog posts, landing pages, emails, and newsletters give valuable guidance. They all use your brand voice to communicate with clarity and encourage action. Over time, prospects begin to feel like you “get” their concerns and have the answers to their questions. It leads them to become your clients. Effective messaging continually builds credibility and trust.
Is there a way to reclaim your time and make money in the process?
If you delegated major components of your marketing to someone you trusted, what would happen? It would save you time! Time that you could transfer to customer relations, portfolio development, and family activities. I provide financial copywriting services that save time you can reinvest.
About
Hi! I’m Jim, and I help financial brands communicate with clarity.
As a financial specialist, you deliver life-changing benefits to your customers. The products and services that bring those benefits are complex. I specialize in making the complex easy to understand.
With that in mind, I craft messages that resonate with your ideal client. Then I invite them to enjoy those benefits as your new client!
My background includes an M.A. in English and decades of experience teaching, writing, and presenting to audiences both in the U.S. and internationally. In those settings, I’ve worked with teams to create valuable content that inspires action.
Here is the pattern: clear, compelling communication that connects.
My Approach to Copywriting
High-quality research - developing credibility, trust, and authority
Client-focused messaging - keeping your customer’s concerns front and center
Compelling content - motivating action that leads to sales
Services
Website Copy
$2500 - 5 pages of conversion-focused copy. Quotes for custom projects are available through a consultation.
AI Optimization (AIO) is the structuring of content to improve visibility within AI-generated answers. You will receive both AIO and SEO-optimized content that attracts visitors, creates trust, and positions you as an expert in your field. In that position, visitors are motivated to experience the transformational benefits of your products and services (i.e., become your clients!) Whether you need to create a website or update your current content, I can help!
Over 80% of people research a business’s website before making a purchase. (Source: Score)
Landing Pages
$500 (500-800 words) - Quotes for custom projects requiring longer form copy are available through a consultation.
Do you need to build your email list, book consultations, or increase account applications? I write landing pages that get the results you're seeking. With persuasive, AIO and SEO content that addresses objections and highlights the benefits your service offers, it makes it easy to say “yes!” and sign up for your email list, book consultations, or complete applications. Landing pages help you convert!
Blogs
$350 (1200-1400 words) - I recommend posting 4-8 blogs per month to build organic traffic and the credibility you are seeking. Please note that posting fewer than 2 blog posts per month is ineffective.
Your blog will offer engaging, well-researched content that readers see as valuable. Using AIO and SEO, we’ll generate consistent traffic to your website. Over time, this builds your business's credibility. It shows you as a trusted authority who offers useful financial information. That, in turn, grows your readership. And those readers become qualified leads who respond to compelling calls to action. Blogs can serve as educational tools for use with clients. They can also provide strong support for marketing campaigns. Blogs make your business shine!
Companies with blogs produce 67% more leads per month than those that don't. (Source: SHOWIT)
Email Newsletter
$300 (300-800 words - text only) Quotes for formatting and email management are available through a consultation
Share timely financial insights and educational spotlights. Include information about your business and previews of new offers. And then structure all of this as exclusive content that readers can’t find anywhere else. You'll have a powerful tool that draws subscribers. Prospects seeking your expertise naturally develop into qualified leads. Existing clients recognize the value you provide and develop long-term loyalty. We'll create newsletters that subscribers can't wait to receive!
Email Marketing
$250 per email (300-500 words)
Email marketing helps you build trust and deliver results. With direct-response emails, you can capture your reader's attention and inspire them to take action. They generate sales! Email sequences are another effective tool. A well-crafted email sequence (welcoming subscribers, nurturing leads, or onboarding clients) helps to build relationships that encourage leads to become loyal customers.
For every $1 invested in email marketing, the average ROI is over $40. (Source: MLeads)
Portfolio
I created these samples to demonstrate my writing style and how it can help elevate your brand and grow your business.
Blog
Direct Sales Email
Email Welcome Sequence
Landing Page
Contact
Schedule Your Appointment
Here Is How It Works
Step 1 - Book your Consultation on the Calendar Below
In this 15-minute call, we will discuss your goals, copywriting needs, and ideas to move your business forward.
Step 2 - Receive a Copywriting Proposal
Next, you will receive a no-obligation proposal for copywriting services within 48 hours. If this feels right and you agree, I will get started.
Step 3 - Review and Make Adjustments
We’ll connect after the first project to receive your feedback - it’s important to be on the same page, right? Then I’ll go to work developing marketing materials that bring results.
You are the financial specialist with the experience and knowledge people need. I can help your ideal clients connect with you - let’s make that a reality!
If you would rather connect via email, that is not a problem. Fill out the form below, and I will be in touch.
FAQs
Why should I hire a financial copywriter instead of using AI?
AI can generate informative content quickly. But here are its weaknesses:
Creating writing that connects on an emotional level
Storytelling that captures genuine human experience
Creativity to produce truly unique content
The inability to capture a brand voice in a natural and consistent manner
While AI is informative, it does not “feel” human to a reader. As a financial copywriter, I provide the ability to connect with readers in a way AI cannot. That allows you to develop relationships, generate sales, and build customer loyalty.
How do you use AI as a financial copywriter?
I use AI tools in the following ways: aid my research, brainstorm ideas, and assist with initial editing. I do not use AI-generated writing and create all of my own content (including on this website:-)
As a financial copywriter, how do you handle regulatory compliance?
I understand the importance of compliance in the financial sector. I write to persuade by focusing on genuine customer concerns and the solutions you offer. I avoid aggressive sales tactics. This type of writing fits nicely within the framework of banking, SEC, and FINRA advertising rules.
How do you make your copy sound like my brand voice?
When you work with a financial copywriter, others should not recognize it. The writing should sound like you. Here is how I do that. To begin, I analyze your website, landing pages, blog posts, emails, and newsletters. Next, I will review any brand guides you have created. My goal is to understand how you communicate with your clients and to write in a way that reflects your voice. Once I begin, we can make adjustments based on your feedback until you are comfortable.
How long does it take to get results?
Content marketing, such as website articles, blog posts, and newsletters, may take a few months to show results. As helpful content attracts traffic, your business builds credibility. This, in turn, builds trust and develops your audience into qualified leads.
Direct-response copy, like website sales pages, landing pages, and emails, gets results quickly. But it is important to nurture your leads before asking them to respond. This type of copy drives sales, generates consultations, and increases subscribers.
Using these two types of financial copywriting together has powerful results. Over time, your content marketing will naturally develop qualified leads. And your direct marketing will help them become your customers.