Award-Winning Financial + Retirement Copywriting

I help some of the brightest minds in the industry communicate compelling stories and cutting-edge concepts.

Content for publication. I’ve ghostwritten digital articles for industry leaders that have been published in Bloomberg, Forbes, Financial Advisor, Plan Adviser, and other publications.

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White papers, ebooks, pillar pages, and presentations. Longer form content takes a deep dive into a financial or retirement topic. The content can then be repurposed to create shorter articles, blog posts, and social media communications. It’s a strategy that maximizes the return on your investment in content.

Blog posts, commentary, scripts, quarterly updates, and more. The key to ongoing client communication is consistently delivering relevant and valuable content. Whether you want to share a big idea, offer an insight, or highlight important news, I can help.

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my SERVICES:

Financial copywriting. My work includes B2B, B2C, and B2B2C communications.

I deliver compliant financial content that communicates concepts clearly and in plain English. I’ve helped financial services firms brainstorm and develop:

E-books and white papers,
Blog posts and infographics,
Newsletters, articles, and e-mail,
Websites and landing pages,
Financial market and economic commentaries,
Financial product/concept sales and marketing campaigns,
Corporate brochures and internal communications,
Explainer video scripts, and
Market research reports.

Ghostwriting and editing for financial professionals who want assistance writing books and e-books.

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I create content for:

Retirement plan providers
Product distribution firms
Advisor coaching and training companies
Asset managers
Advisory firms
Family offices
Broker-dealers
Banks

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award winning communications

Projects I have worked on have received awards from:

My clients:

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

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 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

About Me:

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

After my second child was born, I needed better work-life balance. My solution was to start a business providing copywriting and consulting to financial and retirement plan services firms across the country. It has been a wonderful (and sometimes nerve-wracking) adventure. I’ve met a lot of really smart people and learned diverse facets of our industry.

My work includes B2B, B2C, and B2B2C communications. I typically develop content for financial services firms, with an emphasis on retirement plan providers, distribution companies, coaching and training firms, banks, advisory firms, and family offices. Occasionally, I assist with market research.

Recently, I’ve worked on leading-edge content addressing:

Retirement plan cybersecurity,
The role of annuities in optimized portfolios,
Cryptocurrency and blockchain technology,
Evolution of the DC plan recordkeeping industry, and
Employee stock option management.

If you’re looking for an experienced financial copywriter who understands the financial services industry and can help you communicate financial concepts clearly, get in touch.

In addition to custom financial and retirement plans content, I also offer The Advisor Content Library.

Find an article you like, buy it, and:

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

What's in The Library?