I have been writing for the financial services industry for more than 15 years, both as a marketing writer and a journalist. I have ghostwritten three books related to financial planning and entrepreneurism and for many years was a regular contributor to Horsesmouth.com and AdvisorMax.com, two of the top online resource centers for financial services professionals. As a journalist, I have written about the world of financial services for Registered Rep, TICKER, and Multexinvestor.com (now Reuters), among other media outlets. As a copywriter, I have written newsletters and white papers for numerous CFAs and investment advisory firms.
Here is a brochure I recently created for D.R. Saur, a local financial advisory firm.
Here is a blog article I wrote targeting insurance agency owners who want to sell their business.
Here is a magazine article about the direct selling industry for Success from Home.
Here is a white paper on outsourcing employee benefits administration.
And here is a website bio for a financial advisor in Montana.
A few of my recent (and less recent) financial articles are posted below. (Some are under my maiden name, Leslie Rosenberg.) I can send newsletter samples upon request.
Need a project quote? Please email me at [email protected].
Financial Articles
Horsesmouth.com – Coaching Insights from an Award-Winning Manager
Horsesmouth.com – Secrets to a Successful Support Staff
Horsesmouth.com – 10 Time-Saving Strategies for Branch Managers
AdvisorMax.com – Serving the Middle Market
AdvisorMax.com – Hiring the Perfect Advisor to Complement Your Staff
AdvisorMax.com – 5 Best Practices to Increase Client Referrals
Registered Rep – Remember My Values, Not Just My Wealth
MultexInvestor.com – The Big Squeeze
Note: You will need Acrobat Reader to view the PDF files: 