Financial writing, editing, and consulting

About Us

Mary Toole

President and chief writer

After a decade on the road wholesaling financial products and services, and several years off the road working as Director of Education Communications at Strong Retirement Plan Services, I decided to take a page from my parents’ book and start my own company. As my husband likes to say, I went to work for my favorite boss.

Since Toole Bertz & Associates launched in 1999, the company has developed and delivered content to industry leaders in financial planning, advisor and wholesaler coaching, asset management, retirement plan services, asset custody, and product distribution.

We help communicate complex ideas clearly.

Communicating clearly isn’t simple or straightforward, especially when content has to pass muster with compliance, but we consistently deliver clear, compelling, compliance-friendly content.

If you want content that helps achieve your goals, put my unique skill set – copywriter, content expert, and compliance tamer – to work for your company.

Mary Toole

President and chief writer

After a decade on the road wholesaling financial products and services, and several years off the road working as Director of Education Communications at Strong Retirement Plan Services, I decided to take a page from my parents’ book and start my own company. As my husband likes to say, I went to work for my favorite boss.

Since Toole Bertz & Associates launched in 1999, the company has developed and delivered content to industry leaders in financial planning, advisor and wholesaler coaching, asset management, retirement plan services, asset custody, and product distribution.

We help communicate complex ideas clearly.

Communicating clearly isn’t simple or straightforward, especially when content has to pass muster with compliance, but we consistently deliver clear, compelling, compliance-friendly content.

If you want content that helps achieve your goals, put my unique skill set – copywriter, content expert, and compliance tamer – to work for your company.

Whether your company’s objective is to win new clients, strengthen current relationships, or just tell the world what you’re up to, well-crafted content is key. I have helped many firms find the right words, including:

 

Asset managers (Traditional and alternative)

Distribution firms

Broker-dealers

Insurance companies

Registered Investment Advisors

Financial representatives

Retirement plan sponsors and plan providers

Custodians (Traditional and alternative assets)

Financial services training companies

Whether your company’s objective is to win new clients, strengthen current relationships, or just tell the world what you’re up to, well-crafted content is key. I have helped many firms find the right words, including:

 

Asset managers (Traditional and alternative)

Distribution firms

Broker-dealers

Insurance companies

Registered Investment Advisors

Financial representatives

Retirement plan sponsors and plan providers

Custodians (Traditional and alternative assets)

Financial services training companies

My clients include:

The Sequoia System

T. Rowe Price

United Capital Financial Partners

WealthVest Marketing

Wells Fargo Advisors

My clients include:

The Sequoia System

T. Rowe Price

United Capital Financial Partners

WealthVest Marketing

Wells Fargo Advisors

Career highlights

Put decades of exerience to work for you.

Director of Education Communications, Strong Retirement Plan Services, 1995-1998

Developed retirement plan sponsor and participant communication and education materials for qualified and non-qualified plans.

Senior Vice President, MFS, 1994-1995

Responsible for sales of international and domestic mutual funds and annuity products in all channels of distribution.

Senior Vice President, John Govett & Company & Associated Capital Management, 1991-1994

Responsible for sales of international and domestic mutual funds and managed money products in all channels of distribution.

Regional Director, John Nuveen & Company, 1989-1991

Managed Midwestern Division, overseeing a team of wholesalers selling unit investment trusts, closed-end funds, and mutual funds in the independent dealer channel

Wholesaler, John Nuveen & Company, 1985-1989

Responsible for unit investment trust, closed-end fund, and mutual fund sales in Arizona, Colorado, New Mexico, Utah, and Wyoming.