Financial writing, editing, and consulting

Delivering clear, compelling, compliance-friendly copy to financial services firms for 20 years.

 

Are you looking for a financial writer with decades of experience? A content expert with a wealth of knowledge about financial products and services, and a proven ability to write copy that compliance approves quickly?

Then, you’re in the right place.

Learn More

we also offer:

The Advisor Content Library

 

For as little as $90 a month, financial advisors can download up to 36 articles a year (three articles each month) to post on a blog, link to social media, publish in a newsletter, or  e-mail to clients.

If you don’t need three articles every month, themed 3-article bundles are available. Bundled articles offer diverse and relevant content. Current themes include ‘Stay Calm In Turbulent Times,’ ‘Trivia and Innovations,’ and ‘Retirement Distributions.’

We also offer Vouchers and Group Memberships  so wholesalers and broker-dealers can support advisors.

What's in the Library?

award winning copy

Toole Bertz & Associates’ work has been recognized by:

MarCom

Dalbar

Plan Sponsor Council of America

NAGDCA

OTR Global

What our Clients Say:

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

What our Clients Say:

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