Financial writing, editing, and consulting

The Work

Communicating complex ideas clearly

Our Services

No matter the audience – retail clients, financial advisors, wholesalers, plan sponsors, plan participants, or asset managers – adopting the client’s point-of-view makes content resonate.

Creating client’s-point-of-view content may require a shift in perspective. Just as features are different from benefits, the reason information is vital to you often is quite different from the reason it is important to someone else.

Toole Bertz & Associates can help you craft the right message and deliver financial content that attracts new clients, educates current clients, and inspires prospective clients to act.

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.’

Wholesalers and home offices will appreciate The Advisor Content Library’s group membership and voucher options.