Financial Services Ghostwriting

Professionally speaking, I grew up in the financial services sector.

Starting in grade school with the filing I did for my father, an insurance agent, I went on to work for Allstate and The Hartford insurance companies in sales and sales management, led new initiatives a bank-owned insurance agency, and led a new line of business for LendingTree, a financial services firm.

So believe me when I say I understand the need for compliance when talking about other people’s money and investments.

Even more so since the 2008 meltdown.

Your Customized & Compliant Communications Strategy

The maxim “Publish or Perish” was coined for academicians but no longer applies exclusively to university professors. In a Google-driven marketplace the web crawlers/search bots demand regular updates from you and about you.

But what’s a financial services professional to do when companies scrutinize every email and utterance?

Call me. We’ll start with a review of your specific compliance requirements then develop “digital assets” to build your personal brand outside the confines of your existing clientele.

I offer each client a customized turnkey strategy, nothing cookie-cutter.  Our first conversation is off the clock, so pick up the phone:  704-907-2811.