There is an old adage; ‘jack of all trades and master of none’ that explains the need for specialization and the downside of generalization.  Investment advisors are a case in point; they know tax strategies, estate planning and investment management, but may not know web design. Their clients pay for specialized advice and don’t expect their advisors to be a jack of all trades.

This last point explains why investment advisors should leave web content, marketing collateral and other forms of copywriting and content development to a specialist. They may have the ability to write accurately, observing good grammar and sentence structure, but the goals of effective writing are best left to a professional.

Writing has to achieve a number of goals, among them entertainment, information, disclosure, education and persuasion.  All of these goals can be achieved through carefully crafted writing. All of these goals are also important elements of an advisor’s website, marketing collateral, client communications, engagement standards and newsletters.  Some creativity even helps craft engaging bios.

The Great Writer can help advisors develop an image and a message that is effective and engaging.  We can also help devise a strategy for utilizing social media, blogs and viral marketing as an extension of the advisors’ current written documentation.

As the chief copy and content writer for The Great Writer, K Richard Douglas offers special insights for advisors that most writers would be hard-pressed to match. With twenty-six years in the financial services business, Richard held several Principals registrations as well as other designations.  He has expertise in the areas of defined contribution plans, annuities, mutual funds, TSA’s, insurance, brokerage ops and asset allocation.

Advisors can outsource their writing tasks to a real specialist. There is no need to be a jack of all trades when your written materials and web content may be compromised in the process. Let us know how we can help.  Contact us today.