Plug-in Financial Advisor & Professional Financial Writing Services
Plug-in Financial Advisor
Solve your financial advising gap with a ready-to-go advisor.
When your financial advisor or paraplanner decides to suddenly up and go, it can leave your firm scrambling to find a backfill. I can help fill that spot!
Education:
- Passed Series 65
- Studying for AFC
- MBA from ASU
Experience:
- Experience working with clients
- RightCapital
- MoneyGuidePro
- eMoneyAdvsior
- Advizr
- Redtail
- Wealthbox
Financial Writer
Finding it difficult to keep up with constantly rolling out blog posts for your advisor website?
As a financial writer who’s has been there and done in the financial services industry, I can produce high quality posts, white papers that attract the right audience and email signup freebies that entice potential customers to sign up for your emails.
I’m experienced in writing SEO based articles. All of them will be great stats, quotes from industry leaders and images when applicable.
You’ll also find my rates very reasonable.