Award-Winning Financial + Retirement Writing

Powerful content inspires. It travels widely and well, speaking to your audience. The right content can launch your brand and keep it soaring. When you need content, Toole Bertz & Associates can help.

 

Pillar pages and topic clusters. Boosting SEO means staying current. As search behavior changes so do the algorithms driving search engines. Today, pillar pages and topic clusters can put your site at the top of the page.

Pillar pages and topic clusters. Boosting SEO means staying current. As search behavior changes so do the algorithms driving search engines. Today, pillar pages and topic clusters can put your site at the top of the page.

White papers and e-books. There are few things Mary Toole likes more than taking a deep dive into a subject, interviewing subject matter experts, researching data points, and pulling it all together. Insightful long-form content can be leveraged for articles, blog posts, and social media content. It’s a smart way to maximize the return on your content investment.

Digital articles. When you have something to share – a big idea, a fresh insight, important news – you need the right words. We can help. We’ve ghostwritten articles that have been published in Forbes, Bloomberg, IFEBP Benefits, Plan Sponsor, PlanAdviser, and elsewhere.

award-winning communications

Projects we have worked on have received awards from:

Our clients include:

AIG SunAmerica

Bank of the West

Baseline Partners

Carson Group Coaching

Lincoln Investment Planning

T. Rowe Price

United Capital Financial Partners

WealthVest Marketing

Wells Fargo Advisors

Yipit Data

 

AIG SunAmerica

Bank of the West

Baseline Partners

Carson Group Coaching

Lincoln Investment Planning

Maximum Impact Partners

Millenium Trust Company

Northwestern Mutual

NorthStar Securities

OTR Global

The Sequoia System

T. Rowe Price

United Capital Financial Partners

WealthVest Marketing

Wells Fargo Advisors

Yipit Data

Here’s what they have to say about our work.

Mary Toole is fantastic. She has worked on a number of publications for us. She is fast and writes in a voice that fits us. We happen to be a financial firm, and she does a great job in this arena. I feel that she is very versatile and would be equally strong in other industries too.

I especially respect her research capabilities. Our projects required a good deal of research and she was able to quickly gather the right pieces and easily condense the information into well-thought-out, well-organized pieces for us. She accomplishes things in a week that would take me months. Mary and her research and writing make us look good. We regularly get high praise from our prospects and clients. And, she is as nice to work with as she is good at what she does.

Managing Director, Alternative Asset Custodian

Mary Toole is a seasoned and versatile financial writer who is well versed in the world of financial communications. I have brought Mary on board for several important projects ranging from wealth management marketing brochures to financial training materials on advanced topics to leadership development. She is a highly competent financial writer and inspires confidence at the start of each project by asking the right questions, demonstrating her organizational skills as the project proceeds, and offering helpful suggestions along the way to fulfilling her assignments to a “T.” Stakeholders and creative teams enjoy working with Mary, and often ask for her by name when their next project comes along.

Editorial Consultant, Financial Services Company

Mary possesses a combination of general financial industry knowledge and financial writing ability that she uses to create clear and concise marketing materials. Working with her is a pleasure—she is very accessible financial writer, has a great personality, and always meets her deadlines.

 – Director, Asset Management Firm

We trust Mary to write one of the most important pieces of ghost-written content we deliver to our clients. We wouldn’t entrust that responsibility to just any writer given how visible and significant it is. Quite simply, Mary delivers! She manages to assimilate an entire week’s worth of market and economic data into a concise, understandable, and fresh article every week. It’s hard to find someone with a vast understanding of the markets who also writes so beautifully, and Mary is precisely that person! She is thoughtful, intelligent, and professional, and she is a true joy to work with at every turn.

– Vice President, Coaching and Practice Management Firm

Over the years, I’ve worked with Mary on projects ranging from brochures and internal documentation to feature stories for employee publications. Her great flexibility is one of her strong suits – she gets up to speed fast on anything I send her way! I also rely on her professional discipline; I can always count on her to give me just what I need and on deadline. I’m always delighted with the results, and I recommend her wholeheartedly.

– Senior Managing Editor, Financial Services

Mary adds significant value to every idea she captures in writing. We always look forward to seeing how she transforms our issues and hot topics into entertaining, accurate, fact-filled pieces that help our financial representatives and investors.

– Chief Marketing Officer, Broker-Dealer & Registered Investment Advisor

About Toole Bertz & Associates

We write financial and retirement content.

Today, content is a bit like fireworks. Companies light spinners, rockets, and fountains hoping to light up the digital universe. Some fizzle. Others ignite. The content we write does what it’s supposed to do. It reflects our clients’ communication strategies and engages target audiences. We work hard to deliver content that has consequences, making our clients easy to find and important to follow.

About Mary Toole, Founder & President

Mary Toole began her career on the road, wholesaling financial products for Nuveen, MFS, and Govett. A decade and one child later, it was time to unpack her bags. She settled in as Director of Education Communications for Strong Retirement Plan Services where she helped write, deliver, and evaluate an award-winning retirement education program.

After the birth of her second child, time became a precious commodity. Unable to access Hermione Granger’s time-turner, Mary decided to freelance, offering financial copywriting and consulting services. Since 1999, Toole Bertz & Associates has been a trusted partner for financial and retirement plan services companies across the country.

Mary is a voracious reader. She writes poetry, hikes trails, finds calm in yoga, and delights in her family.

mary toole

Toole Bertz & Associates also hosts The Advisor Content Library.

Find an article you like. 

  • Buy it.
  • Post it on a blog.
  • Link it to social media.
  • Publish it in a newsletter.
  • E-mail it to clients.