Frequently Asked Questions

Here are answers to some common questions.

Can I see the whole article before I subscribe?

Yes!  I provide a watermarked version for your review.  This preview is intended for review only and may not be distributed without purchase.

What about Compliance?

My articles do not mention products or companies, and I don't use promissory language. Some advisors will need to have the articles reviewed by compliance, but it shouldn't be difficult to meet compliance approval.

Can I alter the wording and images?

Yes. You can edit content to make it your own and make any compliance-required changes. Also, you can add branding and calls to action that make the content uniquely yours. 

The free stock photos accompanying articles can be licensed through the indicated website.

Can I put my branding on these articles?


How do I download articles?

You will have access to your article(s) immediately after your purchase is complete.  If you want to come back and download it later, just log in to The Advisor Content Library with your user ID and password, go to Downloads and click on the link for your purchased article(s).

Are these articles FINRA approved?

Toole Bertz & Associates, LLC is not a FINRA firm. FINRA declined to review the articles for my firm, but will review them for a FINRA firm, if necessary.

What if I have trouble accessing the articles?

Contact me. I'm happy to help you resolve any issues.

Can the library automatically download articles to a newsletter or blog?

No. You will need to manually load the articles into your newsletter or onto your blog, but that should give you an SEO boost.