Data-driven content strategies built for financial services. We help wealth management firms, fintech companies, banks, and insurance providers build SEC/FINRA-compliant content programs that drive client acquisition, establish advisor thought leadership, and deliver 3.2x content ROI.
SEC, FINRA, and state regulatory reviews turn every blog post, social update, and video into a weeks-long approval marathon. Without a streamlined compliance workflow, your best content ideas expire before they ever reach your audience.
Financial advisors are busy managing portfolios and client relationships. They don't have time to write market commentary, record educational videos, or draft LinkedIn posts. Without a strategy that minimizes advisor time while maximizing their expertise, your content lacks the credibility clients demand.
Investopedia, NerdWallet, and Bankrate dominate search results for every financial topic. Without a focused content strategy targeting niche services, local markets, and specific client segments, your content gets buried beneath media giants with massive editorial teams.
We analyze your existing content against competitors, map content gaps by service line and client segment, and identify quick wins. We also audit your compliance workflow to find bottlenecks slowing content production and flag outdated disclosures.
We build detailed client personas for each service line -- wealth management, retirement planning, insurance, lending -- mapping their questions, concerns, and decision triggers at every stage from awareness through AUM conversion.
We deliver a 3-6 month editorial calendar organized by service line, topic cluster, and platform. Each piece includes keyword targets, compliance notes, required disclaimers, and a streamlined SEC/FINRA review process that gets content published without months of delays.
We establish measurable KPIs tied to client acquisition, AUM growth, organic traffic, and content engagement. Monthly or weekly reporting shows what's working, and we continuously optimize the strategy based on real performance data.
Built a service-line content strategy across retirement planning, estate planning, and tax optimization. Streamlined compliance review from 4 weeks to 4 days. Content now drives 47% of new client consultations.
Created a thought leadership content program positioning their advisors as trusted experts. Educational content on financial literacy and product comparisons reduced the client decision cycle by 23% compared to paid acquisition alone.
Replaced paid search dependency with organic content strategy targeting high-intent insurance and financial planning keywords. Within 8 months, organic content generated more qualified leads than their $38K/month ad budget.
Comprehensive analysis of your existing content across all service lines. We identify high-performers, content gaps, outdated disclosures, and opportunities to outrank competitors on key financial planning and investment topics.
Deep analysis of how competing RIAs, wealth managers, fintech platforms, and financial institutions are winning with content. We identify gaps in their strategy that become your competitive advantage.
3-6 month content calendar organized by service line, topic cluster, platform, and client journey stage. Each piece includes keyword targets, compliance notes, required disclaimers, and advisor input requirements.
Measurable goals tied to client acquisition, AUM growth, organic traffic, and content engagement. Clear dashboards that prove content ROI to managing partners, CMOs, and firm leadership.
Detailed investor personas for each service line mapping financial goals, risk tolerance, life-stage triggers, and decision factors. Content is then tailored to meet prospects at every stage of their financial journey.
Streamlined content approval process that includes SEC/FINRA review, disclaimer management, and legal sign-off without the typical 4-week bottleneck. We build compliance into the workflow, not on top of it.
One-time strategy
Comprehensive strategy
Ongoing partnership
Get a free content audit. We will analyze your current content, identify gaps, and show you exactly how a data-driven strategy can drive client acquisition and build advisor thought leadership.